Slide 1: Second Quarter 2026 Earnings Release
Second Quarter 2026 Earnings Release 30 July, 2026 ASE Technology Holding
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”
Slide 3: 1H2026 Recap & 2026 Outlook
1H2026 Recap & 2026 Outlook (in US dollar terms) Consolidated revenues grew 24% YoY in 1H2026, with ATM revenues up 35% YoY. Leading - edge advanced packaging and overall testing outpaced growth. For ATM business, we expect to maintain the same growth m omentum into 2H2026. For full year, LEAP s
Slide 4: Market Dynamics and Positioning
Market Dynamics and Positioning Market Outlook AI enabled new applications with bigger scale and potentials AI demands new hardware in size, complexity, and integration Growing needs for industrial, power, connectivity, and storage devices AS E’ s Strategic Priorities Hardware infrastruc
Slide 5: Consolidated Statements of Income Quarterly Comparison
Consolidated Statements of Income Quarterly Comparison (Unaudited) 5 (NT$ million) Q2 / 2026 % Q1 / 2026 % Q2 / 2025 % QoQ YoY Net Revenues: ATM 125,069 65.5% 111,623 64.3% 91,648 60.8% 12% 36% EMS 65,411 34.2% 61,361 35.3% 58,374 38.7% 7% 12% Others 584 0.3% 678 0.4% 728 0.5% -14% -20% Total Net Re
Slide 6: Consolidated Operations
Consolidated Operations (Unaudited) 6 85,606 91,648 99,393 108,666 111,623 125,069 61,860 58,374 68,405 68,555 61,361 65,411 16.8% 17.0% 17.1% 19.5% 20.0% 21.0% 6.5% 6.8% 7.8% 9.9% 10.1% 11.1% 0% 10% 20% 30% 0 50,000 100,000 150,000 200,000 Q1/25 Q2/25 Q3/25 Q4/25 Q1/26 Q2/26 NT$ million ATM Revenue
Slide 7: ATM Statements of Income Quarterly Comparison
ATM Statements of Income Quarterly Comparison (Unaudited) 7 (NT$ million) Q2 / 2026 % Q1 / 2026 % Q2 / 2025 % QoQ YoY Net Revenues: Packaging 100,324 79.5% 89,673 79.8% 74,440 80.4% 12% 35% Testing 23,665 18.8% 21,041 18.7% 16,612 18.0% 12% 42% Direct Material 2,057 1.6% 1,621 1.4% 1,431 1.5% 27% 44
Slide 8: ATM Operations
ATM Operations (Unaudited) 8 19,611 20,248 22,697 28,824 29,198 34,491 86,668 92,565 100,289 109,707 112,434 126,148 22.6% 21.9% 22.6% 26.3% 26.0% 27.3% 10% 20% 30% 40% 50% 0 50,000 100,000 150,000 Q1/25 Q2/25 Q3/25 Q4/25 Q1/26 Q2/26 NT$ million Gross Profit Gross Margin Revenue
Slide 9: ATM Revenues by Application
ATM Revenues by Application (Unaudited) 9 48% 46% 45% 45% 43% 41% 22% 24% 25% 25% 27% 30% 30% 30% 30% 30% 30% 29% 0% 20% 40% 60% 80% 100% Q1/25 Q2/25 Q3/25 Q4/25 Q1/26 Q2/26 Communication Computing Automotive, Consumer & Others
Slide 10: ATM Revenues by Type
ATM Revenues by Type (Unaudited) 10 46% 47% 48% 49% 49% 49% 28% 28% 26% 24% 24% 24% 6% 5% 6% 7% 7% 6% 18% 18% 18% 19% 19% 19% 2% 2% 2% 1% 1% 2% 0% 20% 40% 60% 80% 100% Q1/25 Q2/25 Q3/25 Q4/25 Q1/26 Q2/26 Material Testing Others Wirebonding Bump/FC/WLP /SiP
Slide 11: EMS Operations Quarterly Comparison
EMS Operations Quarterly Comparison (unaudited) (NT$ million) Q2 / 2026 % Q1 / 2026 % Q2 / 2025 % QoQ YoY EMS Net Revenues 65,789 100.0% 61,875 100.0% 58,770 100.0% 6% 12% Gross Profit 5,873 8.9% 5,862 9.5% 5,549 9.4% 0% 6% Operating Income (Loss) 1,569 2.4% 1,867 3.0% 1,513 2.6% -16% 4% 11 33% 33%
Slide 12: Key Balance Sheet Items & Indices
Key Balance Sheet Items & Indices (Unaudited) 12 *: EBITDA stands for net income or loss before interest, taxes, depreciation, amortization, impairment and investment gain or lo ss as well as other items. (NT$ million) Jun. 30, 2026 Mar. 31, 2026 Cash and cash equivalent $91,292 $87,811 Financial as
Slide 13: Equipment Capital Expenditures vs. EBITDA
Equipment Capital Expenditures vs. EBITDA (Unaudited) 13 892 992 779 733 1,003 1,695 843 879 1,095 1,242 1,210 1,450 0 500 1,000 1,500 2,000 Q1/25 Q2/25 Q3/25 Q4/25 Q1/26 Q2/26 US$ million Capex EBITDA
Slide 14: Third Quarter 2026 Outlook (1/2)
Third Quarter 2026 Outlook (1/2) Based on our current business outlook and exchange rate assumptions of 1 US dollar to 31 .9 NT dollars (versus 31.6 in 2 nd quarter 2026) , management projects overall performance for the third quarter of 2026 to be as follows: Consolidated • In NT dollar terms, ou
Slide 15: Third Quarter 2026 Outlook (2/2)
Third Quarter 2026 Outlook (2/2) ATM • In NT dollar terms, our ATM 3rd quarter revenue should grow by 11 to 13 percent quarter over quarter; • Our ATM 3rd quarter gross margin should be between 28% to 29%. EMS • In NT dollar terms, our EMS 3rd quarter revenue should grow by around 40 percent qua
Slide 16: Thank you
Thank you
Slide 17: Consolidated Statements of Comprehensive Income
Appendix 1 Consolidated Statements of Comprehensive Income (Unaudited) 17 (NT$ thousand) Q1/ 2025 1&2 Q2/ 2025 1&2 Q3/ 2025 1&2 Q4/ 2025 1&2 FY/ 2025 1&2 Q1/ 2026 1&2 Q2/ 2026 1&2 Revenues 148,153,262 150,750,323 168,568,888 177,915,165 645,387,638 173,662,152 191,063,522 COGS 123,260,526 125,062,80