ASE Technology Holding Co., Ltd. (NYSE:ASX) filed a Form 6-K on October 29, 2026, reporting unaudited consolidated financial results for the third quarter ended September 30, 2026, including net revenues of NT$244,161 million and net income attributable to shareholders of the parent of NT$26,996 million.

Key Highlights

  • Consolidated net revenues: NT$244,161 million in 3Q26, up 44.8% year-over-year and up 27.8% sequentially.
  • Net income to parent shareholders: NT$26,996 million in 3Q26, compared to NT$10,870 million in 3Q25 and NT$21,065 million in 2Q26.
  • Basic earnings per share: NT$6.13 (or US$0.384 per ADS) in 3Q26, compared to NT$2.50 in 3Q25 and NT$4.80 in 2Q26.
  • ATM segment net revenues: NT$151,485 million, up 51.0% year-over-year and up 20.1% sequentially, with an operating margin of 20.0%.
  • EMS segment net revenues: NT$93,469 million, up 35.4% year-over-year and up 42.1% sequentially.
  • Equipment capital expenditures: US$2,104 million in 3Q26, with US$991 million in packaging and US$1,067 million in testing operations.
  • Total employees: 119,346 as of September 30, 2026, up from 114,558 as of June 30, 2026.

Third Quarter 2026 Financial and Operating Performance at ASE Technology

According to the filing, ASE Technology Holding Co., Ltd., which the company describes as "the leading provider of semiconductor assembly and testing services" and a provider of electronic manufacturing services through its USI subsidiary, reported consolidated net revenues of NT$244,161 million for the third quarter of 2026. Revenue contributions by segment were approximately 50% from packaging operations, 11% from testing operations, 38% from EMS operations, and 1% from other sources, as disclosed in the filing.

The company reported that consolidated gross margin rose by 1.1 percentage points to 22.1% in 3Q26 from 21.0% in 2Q26, while operating margin improved to 13.6% from 11.1% in 2Q26. Cost of revenues totaled NT$190,194 million for the quarter, including raw material cost of NT$116,793 million, representing 48% of total net revenues, and labor cost of NT$23,777 million, representing 10% of total net revenues, according to the filing. Income before tax was NT$32,710 million in 3Q26, and recorded income tax expense was NT$4,831 million for the quarter.

Within the ATM segment, which covers semiconductor assembly and test services, gross margin increased by 3.3 percentage points to 30.6% in 3Q26 from 27.3% in 2Q26, and operating margin rose to 20.0% from 15.7% in 2Q26. In the EMS segment, gross margin decreased by 0.6 percentage points to 8.3% from 8.9% in 2Q26, while EMS operating margin improved to 3.3% from 2.4% in 2Q26. The filing also noted that five largest ATM-basis customers accounted for approximately 46% of total net revenues in 3Q26, with one customer individually exceeding 10%. On the EMS side, two customers each individually accounted for more than 10% of total net revenues. Total unused credit lines stood at NT$457,283 million and the net debt to equity ratio was 0.66 as of September 30, 2026, per the filing.

What Was Disclosed

ASE Technology's Form 6-K disclosed unaudited consolidated results for 3Q26, covering net revenues, segment breakdowns for ATM and EMS operations, earnings per share, capital expenditures, liquidity metrics, and customer concentration data as of September 30, 2026.