ASE's June Revenue Surges 33% YoY, Q2 Up 27% QoQ
Alina Collins
ASE Technology posted June consolidated revenue of NT$65.78 billion, up 32.9% year-on-year, with its packaging-and-testing arm growing 41.8% — well ahead of the group, signaling that AI-driven advanced-packaging demand is pulling away from the legacy mix.
How did June look?
ASE reported June consolidated revenue of NT$65.78 billion, up 4.4% month-on-month and 32.9% year-on-year.
This means → a 30%-plus YoY pace is no longer a one-month blip; it ran through the entire second quarter.
What did the full quarter deliver?
Q2 consolidated revenue hit NT$191.06 billion, up 10% quarter-on-quarter and 26.7% year-on-year.
In plain terms = whether you compare it to last year or to last quarter, ASE is accelerating. A double-digit QoQ gain says demand is still climbing, not coasting.
Which business is driving the growth?
ATM — assembly, test, and materials, the full chain that takes a bare chip die and packages, tests, and ships it — posted June revenue of NT$43.48 billion, up 41.8% YoY.
Q2 ATM revenue reached NT$126.1 billion, up 36.3% YoY, well above the group's 26.7%.
This means → the packaging-and-testing arm is carrying the company. Advanced packaging — stacking multiple chips more tightly together — is expanding far faster than legacy services.
What matters for the second half?
ATM's YoY growth has consistently outpaced the group. This reflects AI-linked advanced-packaging orders structurally raising the share of the OSAT segment.
In plain terms = the question is no longer "is there growth?" — it is whether that 41.8% pace holds into H2. That will be the test of whether AI packaging demand is a one-time inventory build or a lasting trend.
Content is for reference only, not financial advice.