Ase Technology Holding Co., Ltd. · TWSE:3711
Ase Technology — Q3 2026 Earnings Presentation
15 slides from Ase Technology's earnings presentation, Oct 23, 2026
Slide 1: Third Quarter 2026 Earnings Release
Third Quarter 2026 Earnings Release ASE Technology Holding 29 October, 2026
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 / 2026 % Q2 / 2026 % Q3 / 2025 % QoQ YoY Net Revenues: ATM 150,593 61.7% 125,069 65.5% 99,393 59.0% 20% 52% EMS 92,997 38.1% 65,411 34.2% 68,405 40.6% 42% 36% Others 571 0.2% 584 0.3% 771 0.4% -2% -26% Total Net Reve
Slide 4: Consolidated Operations
Consolidated Operations (Unaudited) NT$ billion 250.0 30% 200.0 93.0 21.0% 22.1% 19.5% 20.0% 20% 150.0 65.4 16.8% 17.0% 17.1% 68.6 61.4 68.4 13.6% 61.9 58.4 100.0 11.1% 9.9% 10.1% 7.8% 10% 6.5% 6.8% 150.6 111.6 125.1 50.0 99.4 108.7 85.6 91.6 0.0 0% Q1/25 Q2/25 Q3/25 Q4/25 Q1/26 Q2/26 Q3/26 ATM Reve
Slide 5: ATM Statements of Income
ATM Statements of Income Quarterly Comparison (Unaudited) (NT$ million) Q3 / 2026 % Q2 / 2026 % Q3 / 2025 % QoQ YoY Net Revenues: Packaging 122,945 81.2% 100,324 79.5% 80,602 80.4% 23% 53% Testing 26,302 17.4% 23,665 18.8% 18,420 18.3% 11% 43% Direct Material 2,148 1.4% 2,057 1.6% 1,190 1.2% 4% 81%
Slide 6: ATM Operations
ATM Operations (Unaudited) NT$ billion 200.0 50% 151.5 150.0 40% 126.1 112.4 46.4 109.7 100.3 34.5 100.0 92.6 30% 86.7 28.8 29.2 30.6% 22.7 19.6 20.2 27.3% 26.3% 26.0% 50.0 22.6% 21.9% 22.6% 20% 0.0 10% Q1/25 Q2/25 Q3/25 Q4/25 Q1/26 Q2/26 Q3/26 Revenue Gross Profit Gross Margin 6
Slide 7: ATM Revenues by Application
ATM Revenues by Application (Unaudited) 100% 30% 30% 30% 30% 30% 29% 28% 80% 60% 22% 24% 25% 25% 27% 30% 34% 40% 48% 46% 45% 45% 43% 20% 41% 38% 0% Q1/25 Q2/25 Q3/25 Q4/25 Q1/26 Q2/26 Q3/26 Communication Computing Automotive, Consumer & Others 7
Slide 8: ATM Revenues by Type
ATM Revenues by Type (Unaudited) 100% 2% 2% 2% 1% 1% 2% 2% 18% 18% 18% 19% 19% 19% 17% Material 80% 6% 6% 5% 6% 7% 7% 6% Testing 28% 26% 24% 24% 24% 24% 60% 28% Others 40% Wirebonding 47% 48% 49% 49% 49% 51% Bump/FC/WLP 46% 20% /SiP 0% Q1/25 Q2/25 Q3/25 Q4/25 Q1/26 Q2/26 Q3/26 8
Slide 9: EMS Operations
EMS Operations Quarterly Comparison (unaudited) (NT$ million) Q3 / 2026 % Q2 / 2026 % Q3 / 2025 % QoQ YoY EMS Net Revenues 93,469 100.0% 65,789 100.0% 69,022 100.0% 42% 35% Gross Profit 7,793 8.3% 5,873 8.9% 6,379 9.2% 33% 22% Operating Income (Loss) 3,111 3.3% 1,569 2.4% 2,541 3.7% 98% 22% 100% 2%
Slide 10: Key Balance Sheet Items & Indices
Key Balance Sheet Items & Indices (Unaudited) (NT$ million) Sept. 30, 2026 Jun. 30, 2026 Cash and cash equivalent $88,421 $91,292 Financial assets - current 19,517 16,081 Financial assets - non current & investments - equity method 70,189 67,852 Property, plant & equipment 621,962 517,715 Total asse
Slide 11: Equipment Capital Expenditures vs. EBITDA
Equipment Capital Expenditures vs. EBITDA (Unaudited) US$ million 2,500 2,104 2,000 1,814 1,695 1,450 1,500 1,242 1,210 1,095 992 1,003 1,000 892 843 879 779 733 500 0 Q1/25 Q2/25 Q3/25 Q4/25 Q1/26 Q2/26 Q3/26 Capex EBITDA 11
Slide 12: Fourth Quarter 2026 Outlook (1/2)
Fourth 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 31.9 in 3rd quarter 2026), management projects overall performance for the fourth quarter of 2026 to be as follows: ◼Consolidated ◼ In NT dollar terms, our
Slide 13: Fourth Quarter 2026 Outlook (2/2)
Fourth Quarter 2026 Outlook (2/2) Based on our current business outlook and exchange rate assumptions of 1 US dollar to 31.9 NT dollars (versus 31.9 in 3rd quarter 2026), management projects overall performance for the fourth quarter of 2026 to be as follows: ◼ATM ◼ In NT dollar terms, our ATM 4th q
Slide 14: Thank you
Thank you
Slide 15: 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 Q4/ 2025 1&2 FY/ 2025 1&2 Q1/ 2026 1&2 Q2/ 2026 1&2 Q3/ 2026 1&2 Revenues 148,153,262 150,750,323 168,568,888 177,915,165 645,387,638 173,662,152 191,063,523 244,161,159 COGS
ASE Technology Holding — Q3 2026 Earnings Presentation on 6ix