ASE Technology reported a significant performance beat in the third quarter of 2026, with consolidated revenues reaching NT$244.16 billion, up 45% year-over-year. The growth was primarily propelled by the ATM (Assembly, Testing, and Materials) segment, which saw a 52% annual revenue surge driven by the ramp-up of AI-specific integrated circuit orders. Operating margins expanded significantly to 13.6% from 7.8% in the prior-year period, reflecting high factory utilization and a favorable shift toward advanced packaging technologies.
Key Highlights
- Revenue of NT$244.16 billion beat the analyst estimate of NT$165.8 billion by approximately 47%.
- Basic EPS reached NT$6.13, more than double the prior year's NT$2.50 and significantly ahead of the NT$3.42 estimate.
- Advanced packaging (Bump/FC/WLP/SiP) now represents 51% of ATM revenue, up from 48% a year ago, reflecting the shift toward high-performance computing.
- ATM revenue from the Computing application surged to 34% of the mix, compared to 25% in the same period last year.
- Fourth quarter 2026 guidance projects consolidated revenue to grow 6% to 8% sequentially with stable operating margins.