ASE Technology Holding Co., Ltd. reported consolidated net revenues of NT$59,989 million (US$1.906 billion) for January 2026, a 1.9% increase from December 2025 and a 21.3% rise from January 2025. The growth reflects a steady demand pull in the company’s advanced packaging and testing businesses, which have benefited from the continued expansion of AI‑driven data‑center deployments and the recovery of mainstream semiconductor markets.
The Assembly, Testing and Material (ATM) segment generated NT$37,639 million (US$1.196 billion), up 0.1% sequentially and 33.8% year‑over‑year. Near‑full utilization of Taiwan factories, especially for leading‑edge advanced packaging (LEAP) and high‑volume testing, drove the segment’s performance. Testing revenue grew 36% year‑over‑year, underscoring the sustained demand for high‑speed, high‑density interconnects in AI and automotive applications.
The Electronics Manufacturing Services (EMS) segment earned NT$22,350 million (US$710 million), a 1.3% sequential rise and a 26.5% year‑over‑year increase. EMS growth was supported by a shift toward higher‑margin, data‑center‑centric contracts and a modest expansion of automotive and IoT orders, offsetting any pressure from lower‑margin legacy product lines.
Management highlighted that the momentum in LEAP and testing will continue into 2026. COO Tien Wu noted that the AI server cycle remains strong and that mainstream segments such as IoT and automotive are recovering faster than in 2025. CFO Joseph Tung cautioned that first‑quarter revenue may decline 5%–7% quarter‑over‑quarter and that gross margin could drop 50–100 basis points, but he emphasized that LEAP revenue is expected to double in 2026 and that the company’s capital‑expenditure plan will support continued capacity expansion.
The market reacted positively to the results, reflecting confidence in ASE’s AI‑driven growth trajectory and the company’s strategic focus on advanced packaging and testing. Analysts acknowledged the robust year‑over‑year revenue gains and the strong performance of the ATM segment, while noting the need for continued margin discipline amid rising capital‑expenditure commitments.
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