Advanced packaging and outsourced assembly
Value-chain sector
Packaging and assembly
Outsourced semiconductor assembly, advanced packaging, and test services.
Coverage universe
Packaging and assembly companies
Open a company feed for recent official-source headlines or start tracking an individual ticker.
Semiconductor packaging, assembly and test
Latest signals
Recent sector headlines
Recent investor-relevant alerts drawn from official company and SEC sources.
ASE Technology reports Q2 2026 consolidated net revenues of US$6,050 million, up 25.1% YoY
ASE Technology Holding Co., Ltd. announced Q2 2026 unaudited consolidated net revenues of NT$191,064 million (US$6,050 million), up 10.0% sequentially and up 26.7% year-over-year. ATM (assembly, testing, and material) segment revenues were NT$126,148 million (US$3,994 million) in Q2 2026, up 12.2% sequentially and up 36.3% YoY. Revenue growth exceeded the company's prior Q2 2026 guidance midpoint for consolidated revenue (+8% midpoint vs. +9.8% actual) and ATM revenue (+10% midpoint vs. +12.0% actual). June 2026...
ASE Technology reports May 2026 consolidated net revenues of NT$63.0 billion
ASE Technology Holding Co., Ltd. announced unaudited consolidated net revenues of NT$63,033 million (US$2,001 million) for May 2026, representing a 1.3% sequential increase from April 2026 and a 28.6% year-over-year increase from May 2025. ATM (assembly, testing, and material) segment net revenues were NT$42,162 million (US$1,338 million) for May 2026, up 4.1% sequentially and up 37.9% year-over-year. The filing is a monthly revenue announcement and does not contain quarterly earnings results or updated guidance.
Amkor prices $1.0 billion 0.00% convertible senior notes due 2031
Amkor Technology, Inc. priced $1.0 billion aggregate principal amount of 0.00% convertible senior notes due 2031 in a private offering to qualified institutional buyers. The notes will mature on July 15, 2031, with an initial conversion rate of 9.4013 shares per $1,000 principal amount (approximately $106.37 per share conversion price, representing a 52.5% premium over the April 30, 2026 stock price of $69.75). Net proceeds are estimated at $981.7 million, with approximately $49.0 million to be used for capped c...
Amkor announces $1 billion convertible senior notes due 2031
Amkor Technology, Inc. announced its intention to offer $1 billion aggregate principal amount of convertible senior notes due July 15, 2031 in a private placement to qualified institutional buyers under Rule 144A. The company also expects to grant initial purchasers an option to purchase up to an additional $150 million of notes within 13 days of issuance. Net proceeds will fund capped call transactions and general corporate purposes including capital expenditures.
ASX Q1 2026 ATM gross margin 26.0%, Beat Guidance by +1.5 pts
ASX beat prior Q1 2026 ATM gross margin guidance by +1.5 pts. Net revenues were NT$173.7 billion (US$5.5B), up 17.2% year-over-year, while net income attributable to shareholders reached NT$14.1 billion, up 87.3% YoY from NT$7.6 billion in Q1 2025. The company generated EBITDA of NT$38.2 billion in the quarter.
AMKR 10-Q filed 2026-04-28 | Key takeaways
AMKR filed its 10-Q; the most relevant disclosure change is expanded Gross margin expansion: Gross margin increased to 14.2% from 11.9%, driven by higher factory utilization from increased net sales, partially offset by higher material content products and increased overhead costs. Customer concentration: Ten largest customers represented 72% of net_sales.
Daily sector context
Follow the companies, then get the wider semiconductor picture.
The Semiconductor Daily adds overnight Asia coverage, industry news, and memory pricing to TickerStar's official company alerts.