ASE Technology Holding (NYSE:ASX), the world’s largest provider of independent semiconductor manufacturing services in assembly and testing, reported unaudited consolidated net revenues of NT$52,097 million ($1,653 million) for February 2026.
The results represent a significant 15.9% increase in New Taiwan Dollar terms compared to the same period last year, underscoring a broader recovery in the global semiconductor supply chain.
On a month-over-month basis, the group saw a 13.2% sequential decline from January.
This pullback is largely attributed to typical seasonal patterns in the electronics industry, including the Lunar New Year holiday period, which often results in fewer working days and lower output for Taiwan-based manufacturers.
Despite the monthly dip, the year-over-year growth in U.S. dollar terms was even more pronounced at 20.3%, reflecting a shift toward higher-value advanced packaging services.
The company’s core Assembly, Testing, and Materials (ATM) business exhibited notable resilience.
The segment recorded revenues of NT$34,972 million ($1,110 million) for February.
While this figure was down 7.1% sequentially, it marked a substantial 28% increase from February 2025.