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ASE (ASX) investor relations material
ASE Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary30 Oct, 2025
Executive summary
Net revenues reached NT$168,569 million in Q3 2025, up 11.8% sequentially and 5.3% year-over-year, with both ATM and EMS businesses outperforming sales and profitability expectations.
Net income attributable to shareholders was NT$10,870 million, up 45% quarter-over-quarter and 12% year-over-year.
Basic EPS was NT$2.50, up 44% sequentially and 11% year-over-year.
AI and LEAP services, along with high utilization in advanced packaging and testing, drove growth, supported by strong customer demand and pre-booking trends.
Profitability benefited from higher factory loading but was negatively impacted by NT dollar appreciation against the US dollar.
Financial highlights
Gross profit was NT$28,877 million with a gross margin of 17.1%, improving 0.1% sequentially and 0.6% year-over-year.
Operating profit was NT$13,201 million, up NT$3 billion sequentially and NT$1.7 billion year-over-year; operating margin was 7.8%.
EBITDA for the quarter was NT$32,613 million.
Net income was NT$10,870 million, up NT$3,349 million sequentially and NT$1,137 million year-over-year; effective tax rate was 19%.
Cash and cash equivalents stood at NT$75,142 million as of September 30, 2025.
Outlook and guidance
Q4 2025 consolidated revenue expected to grow 1%-2% quarter-over-quarter; gross and operating margins to increase by 70-100 basis points.
ATM Q4 revenue projected to grow 3%-5% sequentially, with gross margin up 100-150 basis points.
EMS Q4 revenue expected to be flat or slightly down; operating margin to remain similar to Q4 2024.
Full-year ATM revenue expected to exceed target, growing over 20% year-over-year in USD terms; leading-edge revenue on track for $1.6 billion in 2025.
CapEx to increase further to support capacity and business momentum into 2026.
FX loss mitigation plans
Advanced packaging growth strategy
EMS customer concentration risk management
What is the expected LEAP revenue mix for 2026?
What are the key economic hurdles for US investment?
What drives mainstream business recovery into 2026?
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Frequently asked questions
ASE Technology Holding Co., Ltd. is a Taiwan-based company specializing in semiconductor manufacturing services. It provides advanced packaging, testing, and assembly solutions for semiconductor chips used in a variety of electronic devices, including smartphones, computers, automotive systems, and consumer electronics. ASE Technology serves clients worldwide, including major semiconductor design and manufacturing firms, enabling the production of high-performance and energy-efficient chips.
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