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ASE Technology
ASE Technology (ASX) investor relations material
ASE Technology Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary5 Feb, 2026
Executive summary
Consolidated revenue grew 12% year-over-year in 2025, led by strong ATM segment growth, robust LEAP services, and testing business, with net income up 25% to NT$40.7 billion and basic EPS at NT$9.37.
Gross profit and operating income increased significantly both quarterly and annually, with gross margin improving to 17.7% and operating margin to 7.9%.
ATM business accounted for 60% of consolidated revenue and 87% of operating profit, reflecting a shift toward higher-margin services.
Capital expenditures focused on machinery, facilities, and automation, supporting future growth in advanced packaging and testing.
Financial highlights
Q4 2025 consolidated net revenues were NT$177,915 million, up 10% year-over-year and 6% sequentially; gross margin was 19.5%, up 2.4 points sequentially.
Q4 net income was NT$14,713 million, up 58% year-over-year; basic EPS was NT$3.37.
FY 2025 net revenues were NT$645,388 million, up 8% year-over-year; net income attributable to shareholders was NT$40,658 million, up 25%.
Full-year ATM revenue grew 19%, with packaging up 17% and test up 32%; ATM gross margin reached 23.5%.
EMS business declined 5% annually, with gross margin at 9.1% and operating margin at 2.9%.
Outlook and guidance
2026 revenue uptrend expected, led by AI, automotive, and industrial recovery; ATM leading-edge revenue projected to double to at least US$3.2 billion.
Q1 2026 revenue expected to decline 5%-7% QoQ due to seasonality; gross margin to decline 50-100 bps QoQ but remain in structural range.
ATM gross margin for 2026 expected to improve each quarter, reaching the upper end of the structural range in H2.
CapEx to remain aggressive, with an additional $1.5 billion in machinery planned for 2026, two-thirds for leading-edge services.
Increased capital expenditure planned for R&D, advanced capacity, and smart factory infrastructure.
Explain ATM vs. EMS margin divergence in 4Q25
2025 CapEx allocation: What is the strategic focus?
How is high EMS customer concentration being managed?
LEAP full process scaling: future targets
EMS business re-alignment: growth and timeline
CapEx strategy: long-term financial discipline
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Next ASE Technology earnings date
Q1 202629 Apr, 2026
ASE Technology
Next ASE Technology earnings date
Q1 202629 Apr, 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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