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ASX Q3 2026 Consolidated revenue QoQ growth +27.8%, Beat Guidance by +6.3 pts
ASX beat prior Q3 2026 Consolidated revenue QoQ growth guidance by +6.3 pts. Implied EMS Q3 2026 net revenues of approximately NT$92,676 million (US$2,901 million) grew approximately +42.8% QoQ, slightly above the prior approximate +40% QoQ guide.
ASE Technology reports August 2026 monthly net revenues, consolidated +45.7% YoY
ASE Technology reported unaudited consolidated August 2026 net revenues of NT$82,247 million (US$2,556 million), up 45.7% YoY in NT$ and 34.6% YoY in US$, and up 11.5% sequentially in NT$ (10.7% in US$). ATM segment net revenues were NT$51,287 million (US$1,594 million), up 53.1% YoY in NT$ (41.4% in US$) and up 7.9% sequentially in NT$ (7.2% in US$). This is a monthly revenue announcement with no quarterly or full-year guidance update.
ASE Technology Prices US$1 Billion Zero Coupon Convertible Bonds Due 2031
ASE Technology Holding Co., Ltd. announced on August 3, 2026 that it has priced an offering of US$1 billion aggregate principal amount of Currency Linked Zero Coupon Convertible Bonds due 2031. The Bonds were offered outside the United States pursuant to Regulation S under the Securities Act of 1933, as amended. Proceeds will fund capital contributions to certain subsidiaries for the repayment of existing borrowings from financial institutions and the purchase of foreign currency-denominated material.
AMKR 10-Q filed 2026-07-28 | Key takeaways
AMKR filed its 10-Q; the most relevant disclosure change is added Convertible senior notes and capped calls: New Note 11 detail disclosing the May 2026 issuance of $1.15 billion 0.00% convertible senior notes due July 2031, $21.0 million of debt issuance costs, and $56.4 million of Capped Calls covering approximately 10.8 million underlying shares with a $106.37 stri. Customer concentration: Ten largest customers (aggregate) represented 72% of net_sales.
AMKR Q2 2026 Net sales $1,898 million, Beat Guidance by +$98.0M
AMKR beat prior Q2 2026 Net sales guidance by +$98.0M. Capital expenditures was maintained by $0.0M to $2.5 billion to $3.0 billion (midpoint $2.75 billion). Earnings per diluted share of $0.70 beat the prior guided midpoint of $0.47 by $0.23 (+48.9%), and net income of $174 million beat the prior guided midpoint of $117.5 million by $56.5 million (+48.1%). Gross margin of 16.8% beat the prior guided midpoint of 15.0% by 1.8 percentage points. Full year 2026 capital expenditures guidance was maintained at approx...
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