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ASE (ASX) investor relations material
ASE Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Unconsolidated revenue grew 9% year over year in 1H2025, with ATM revenues up 18% and testing business up 31%, driven by advanced packaging and testing demand.
Leading-edge advanced packaging and testing revenue exceeded 10% of ATM revenues in 1H2025, up from 6% in 2024, reflecting strong AI and semiconductor market trends.
Net revenues reached NT$150,750 million in Q2 2025, up 7.5% year over year and 1.8% sequentially.
Capacity in Taiwan is fully utilized, prompting significant CapEx and expansion, with a focus on scale, speed, and synergy to support multiyear growth.
Management remains confident in long-term growth, citing robust customer demand, especially in AI, HPC, and general market recovery.
Financial highlights
Q2 consolidated net revenues were NT$150,750 million, up 7% year over year and 2% sequentially.
Gross profit for Q2 was NT$25,687 million (17.0% margin), up 11% year over year and 3% sequentially.
Operating profit was NT$10,193 million (6.8% margin), up 13% year over year and 5% sequentially.
Net income attributable to shareholders was NT$7,521 million, down 3% year over year.
EBITDA was NT$27,426 million in Q2 2025.
Outlook and guidance
Q3 consolidated revenue expected to grow 12–14% QoQ in USD (6–8% in NT$); gross margin to decrease by 1–1.2pp and operating margin by 0.1–0.3pp QoQ.
ATM business momentum expected to continue into Q3 and Q4 2025, with leading-edge advanced packaging and testing revenues targeted to increase by US$1 billion versus 2024.
General segments projected to grow by mid- to high-single digits year over year in 2025.
Management is confident in returning to structural margin range (mid-to-high 20s) in 2026, assuming currency stability and efficiency improvements.
Ongoing investment in R&D, human capital, advanced capacity, and smart factory infrastructure to support multi-year growth.
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