Ase Technology Holding Co., Ltd. · TWSE:3711
Ase Technology — Q3 2025 Earnings Presentation
13 slides from Ase Technology's earnings presentation, Oct 30, 2025
Slide 1: Third Quarter 2025 Earnings Release
Third Quarter 2025 Earnings Release ASE Technology Holding 30 October, 2025
Slide 2: Safe Harbor Notice
Safe Harbor Notice This presentation contains "forward-looking statements" within the meaning of Section 27A of the United States Securities Act of 1933, as amended, and Section 21E of the United States Securities Exchange Act of 1934, as amended. These statements are made under the “safe harbor” pr
Slide 3: Consolidated Statements of Income
Consolidated Statements of Income Quarterly Comparison (Unaudited) (NT$ million) Q3 / 2025 % Q2 / 2025 % Q3 / 2024 % QoQ YoY Net Revenues: ATM 99,393 59.0% 91,648 60.8% 84,545 52.8% 8% 18% EMS 68,405 40.6% 58,374 38.7% 74,871 46.8% 17% -9% Others 771 0.4% 728 0.5% 689 0.4% 6% 12% Total Net Revenues
Slide 4: Consolidated Operations
Consolidated Operations (Unaudited) NT$ million 180,000 30% 150,000 68,405 120,000 74,871 74,243 58,374 20% 62,853 61,860 59,326 16.4% 16.5% 16.4% 16.8% 17.0% 17.1% 90,000 15.7% 60,000 6.8% 7.8% 10% 5.6% 6.4% 7.2% 6.9% 6.5% 99,393 84,545 87,208 85,606 91,648 72,862 76,676 30,000 0 0% Q1/24 Q2/24 Q3/
Slide 5: ATM Statements of Income
ATM Statements of Income Quarterly Comparison (Unaudited) (NT$ million) Q3 / 2025 % Q2 / 2025 % Q3 / 2024 % QoQ YoY Net Revenues: Packaging 80,602 80.4% 74,440 80.4% 70,290 81.9% 8% 15% Testing 18,420 18.3% 16,612 18.0% 14,124 16.5% 11% 30% Direct Material 1,190 1.2% 1,431 1.5% 1,295 1.5% -17% -8% O
Slide 6: ATM Operations
ATM Operations (Unaudited) NT$ million 120,000 40% 100,289 100,000 92,565 85,790 88,363 86,668 22,697 30% 77,813 20,248 80,000 73,908 20,609 19,795 19,611 15,557 17,201 60,000 23.1% 23.3% 22.6% 22.6% 20% 22.1% 21.9% 21.0% 40,000 10% 20,000 0 0% Q1/24 Q2/24 Q3/24 Q4/24 Q1/25 Q2/25 Q3/25 Revenue Gross
Slide 7: ATM Revenues by Application
ATM Revenues by Application (Unaudited) 100% 30% 32% 32% 30% 30% 30% 30% 80% 60% 18% 18% 17% 22% 19% 24% 25% 40% 52% 49% 50% 53% 48% 20% 46% 45% 0% Q1/24 Q2/24 Q3/24 Q4/24 Q1/25 Q2/25 Q3/25 Communication Computing Automotive, Consumer & Others 7
Slide 8: ATM Revenues by Type
ATM Revenues by Type (Unaudited) 100% 2% 2% 2% 1% 2% 2% 2% 16% 16% 16% 18% 18% 18% 18% Material 80% 7% 8% 9% 7% 6% 5% 6% Testing 60% 31% 29% 27% 28% 28% 26% 30% Others 40% Wirebonding 45% 47% 46% 47% 48% Bump/FC/WLP 20% 43% 44% /SiP 0% Q1/24 Q2/24 Q3/24 Q4/24 Q1/25 Q2/25 Q3/25 8
Slide 9: EMS Operations
EMS Operations Quarterly Comparison & Revenues by Application (unaudited) (NT$ million) Q3 / 2025 % Q2 / 2025 % Q3 / 2024 % QoQ YoY EMS Net Revenues 69,022 100.0% 58,770 100.0% 75,384 100.0% 17% -8% Gross Profit 6,379 9.2% 5,549 9.4% 6,757 9.0% 15% -6% Operating Income (Loss) 2,541 3.7% 1,513 2.6% 2
Slide 10: Key Balance Sheet Items & Indices
Key Balance Sheet Items & Indices (Unaudited) (NT$ million) Sept. 30, 2025 Jun. 30, 2025 Cash and cash equivalent $75,142 $72,785 Financial assets - current 8,270 4,118 Financial assets - non current & investments - equity method 41,678 38,409 Property, plant & equipment 397,195 364,849 Total assets
Slide 11: Equipment Capital Expenditures vs. EBITDA
Equipment Capital Expenditures vs. EBITDA (Unaudited) US$ million 1,200 1,095 992 1,000 888 895 892 879 811 843 765 779 800 640 603 600 406 400 228 200 0 Q1/24 Q2/24 Q3/24 Q4/24 Q1/25 Q2/25 Q3/25 Capex EBITDA 11
Slide 12: Thank you
Thank you
Slide 13: Consolidated Statements of Comprehensive Income
Appendix 1 Consolidated Statements of Comprehensive Income (Unaudited) (NT$ thousand) Q1/ 2025 1&2 Q2/ 2025 1&2 Q3/ 2025 1&2 Revenues 148,153,262 150,750,323 168,568,888 COGS 123,260,526 125,062,803 139,692,147 PPA under COGS 557,027 520,681 515,185 Gross profit 24,892,736 25,687,520 28,876,741 Gros
ASE Technology Holding — Q3 2025 Earnings Presentation on 6ix