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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
ASE Technology
ASE Technology (ASX) investor relations material
ASE Technology Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary29 Oct, 2026
Executive summary
Q3 revenue was NT$244,161m, up 44.8% YoY and 27.8% QoQ; parent-attributable net income reached NT$26,996m.
Gross margin rose to 22.1% and operating margin to 13.6%; record results reflected stronger LEAP mix and high utilization.
Capacity constraints are prompting higher investment, with continued LEAP-led growth and sequential margin improvement expected into 2027.
Financial highlights
Q3 gross profit was NT$53,967m; operating income was NT$33,142m, up 151% YoY, and parent-attributable net income was NT$26,996m, up 148% YoY.
Basic EPS was NT$6.13 and diluted EPS NT$5.84; YTD diluted EPS was NT$13.40 and basic EPS NT$14.17.
Excluding PPA expenses, parent-attributable net income was NT$27,763m; basic EPS was NT$6.31 and diluted EPS NT$6.01.
9M revenue was NT$608,887m, operating income NT$71,765m and gross profit NT$128,932m.
Outlook and guidance
Q4 consolidated revenue is expected to grow 6%-8% QoQ; gross margin is guided at 23%-24% and operating margin at 14.5%-15.5%, assuming USD/TWD 31.9.
Q4 ATM revenue is expected to rise 11%-13% QoQ, with gross margin up 100-200 bps; EMS revenue is expected to be flattish QoQ and operating margin ~2%.
2026 LEAP revenue forecast was raised from $3.7B to over $4B; 2027 LEAP revenue is expected to double YoY.
Full-process revenue is on track for $300M in 2026 and expected to exceed $1B in 2027; CPO revenue is projected above $0.5B in 2027.
Sequential gross-margin improvement is expected through 2027, with ATM's prior structural gross-margin ceiling serving as a new base.
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Latest events from ASE Technology
- Reported revenue rose 28%; pro forma earnings fell after SPIL consolidation.ASX
Q2 2018 - Seasonal Q3 growth lifted gross profit, but Q4 ATM demand softened amid uncertainty.ASXQ3 2018
- Pro forma revenue rose 6%; SiP and fan-out plans advanced amid demand uncertainty.ASXQ4 2018
- Pro forma revenue rose 6% YoY, but EMS softness pressured profit and margins.ASXQ1 2019
- Revenue grew, but earnings fell as EMS weakened and prior-year gains faded.ASXQ2 2019
- Record Q3 revenue, improving sequential margins and a stronger Q1 ATM outlook.ASXQ3 2019
- Q4 earnings improved, but annual profit weakened and coronavirus clouded guidance.ASXQ4 2019
- FY revenue fell 13%; recovery and advanced packaging growth are expected in 2024.ASXQ4 2023
- First-half 2025 revenue grew 9% and net profit 10%, with robust margins and expansion plans.ASXQ2 2025
Next ASE Technology earnings date
Q4 20268 Jan, 2027
ASE Technology
Next ASE Technology earnings date
Q4 20268 Jan, 2027
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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.