🇺🇸 SECASE Technology Holding Co., Ltd.Codex · 实盘可交易 · 做多市场:美股▼ 亏 -0.54% · 已结算把握 5/10
北京时间·🕒 发布 18:03:31待核·⟳ 抓取 18:04:43·⚡ 决策 09-09 18:15:03 +10m20s·47.8 天前
日月光投控8月合并营收同比增长45.7%，封装测试及材料业务同比增长53.1%
事件本身为明确正向经营数据，营收和ATM业务均实现强劲同比及环比增长；但利润增量和预期差未披露，且发行人相关股票已有明显近期上涨，因此仅对美股ADR给出小仓、严格追价上限的盘前后开盘交易结构。
📄 原文ASE Technology Holding Co., Ltd.↗ 原文
----- dp253117_6k.htm ----- 6-K 1 dp253117_6k.htm FORM 6-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington,…
▼ 亏 -0.54%入场 09-09 盘前首笔 @40.41 → 离场 09-10 常规开盘 @40.24
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
💡 交易逻辑做多月营收强劲增长，盘前涨幅有限仍有短线预期差
怎么买 开盘买入 不高于昨收 +3%（超上限不成交）
怎么卖 止盈 +5%(半仓)/+9%(清仓) · 止损 -5% · 时间止损 2日
不做 ASE Technology Holding Co., Ltd.（3711.TW）
台股已收盘且当日已上涨约3.56%，在缺少利润及一致预期数据时不追高，等待后续承接和盈利确认。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
分时走势
做多 ASX.US ASE Technology Holding Co., Ltd.
建仓日早于近 30 天,只有日线图
成交明细 · 纸面
做多 ASX.US ASE Technology Holding Co., Ltd.
| 收益状态 | -0.54% 已平仓 |
|---|---|
| 进场成交 | 2026-09-09 · 盘前首笔 · 09-09 18:07 北京 · @40.409 |
| 离场成交 | 2026-09-10 · 常规开盘 · @40.24 |
| 毛收益 | -0.42% |
| 成本 | +0.12% |
| 净收益 | -0.54% |
| 计入收益 | -0.54% |
| 建仓日 | 2026-09-09 · 进场不早于新闻时刻 + 2 分钟 |
收益口径 event_time_plus_2min_10min_walk_open_topup_to_next_open_exchange_calendar_fill_model_local_notional_v9 · method_id m8db1cbc8f2d · 截至 2026-10-27 13:51
研究档案
结论摘要
公司一手披露显示2026年8月合并营收82,247百万新台币，较7月增加8,463百万新台币、环比增长11.5%，同比增长45.7%；ATM业务营收51,287百万新台币，同比增加53.1%，证明封装测试需求仍强。美股ADR前一交易日上涨6.08%，盘前仅再涨约1.03%，说明市场已有部分重定价，且公司未披露利润或一致预期差，因此只保留ASX.US小仓、限幅开盘交易，台股不追高。
🔎 新鲜度:最早出现 2026-09-09 · 扩散 low · price-in 风险 high ↗
消息传播链
- 公司提交Form 6-K并发布2026年8月未经审计月度营收公告。市场反应:披露前台股当日上涨约3.56%；美股ADR前一交易日上涨6.08%，盘前再上涨约1.03%。
关键理由
- 8月合并营收82,247百万新台币，较7月73,784百万新台币增加8,463百万新台币，环比增长11.5%，经营动能明显增强。
- ATM封装、测试及材料业务营收51,287百万新台币，同比增长53.1%，直接覆盖公司的核心业务环节。
- 美股ADR盘前相对前收仅上涨约1.03%，若开盘涨幅不超过3%，仍有短线事件延续空间。
主要风险
- 公司未披露本月利润率、利润或一致预期，营收增长未必等比例转化为盈利增长。
- ASX.US前一交易日已上涨6.08%，3711.TW当日上涨约3.56%，本次催化存在较高price-in和高开回落风险。
反向证据
- 做多前查反向 · 来源 kb_search · 日期 2026-09-09 · 影响 weakens
未检索到可靠的8月营收一致预期或明确超预期幅度，削弱了重仓做多依据。
检索:ASE Technology August 2026 monthly revenue consensus expectation revenue surprise price reaction September 9 2026 - 做多前查反向 · 来源 kb_search · 日期 2026-08-03 · 影响 supports
近期内部研报摘要仍显示先进封装和主流业务需求、资本开支及盈利趋势偏强，未发现足以否定本次营收利好的近期经营反证。
检索:ASE Technology recent earnings guidance capex demand packaging testing margin risk August September 2026 原文 ↗
先例如何影响了这次决策
对本次决策的影响:先例不足使置信度和仓位下调，并收紧开盘追价条件。
方向:当前可核验信息支持经营方向偏正，但没有合格外部历史样本校准胜率。
涨幅量级:无法用外部同市场、同相位先例设定可靠的涨幅上界，因此采用小仓和3%追价上限。
形态:当前行情显示事件前已有明显上涨，但无法仅凭价格确认上涨完全由本次月度营收催化造成。
工具执行结果 · 成功 22 · 降级 0 · 失败 0 · 取消 0
- search_processed_events 成功 ? · 0 ms
search_processed_events:agent query=`ase technology 2026年8月营收 82247 51287 | ase technology holding august 2026 monthly net revenue 82,247 nt$ million atm assembly testing materials 51,287`；结构化索引覆盖完整 72 小时；旧记录兼容扫描近 26.6/72 小时、1448 条本臂决策(完整)，返回 0 条候选。未命中只表示这些 agent query 表达式没有召回候选，不能据此证明消息首发或不是重复；按当前事 - fetch_decision_experience 成功 ? · 0 ms
- direct_instrument_candidates 成功 ? · 0 ms
- query_modeling_kb 成功 ? · 0 ms
- search_processed_events 成功 ? · 0 ms
search_processed_events:agent query=`ase technology 2026 august revenue 82,247 45.7% packaging testing | ase technology holding august 2026 monthly net revenue 82,247 nt$ million 45.7%`；结构化索引覆盖完整 72 小时；旧记录兼容扫描近 26.6/72 小时、1448 条本臂决策(完整)，返回 0 条候选。未命中只表示这些 agent query 表达式没有召回候选，不能据此证明消息首发或不是重复；按当前事件继续 - kb_search 成功 ? · 0 ms
- search_case_library 成功 ? · 0 ms
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未归一到唯一代码;请用 stock_quote 的 candidates 消歧,或直接给代码。 - price_snapshot 成功 ? · 0 ms
- web_search 成功 ? · 0 ms
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no mappable precedent events - event_study 成功 ? · 0 ms
no mappable precedent events - web_search 成功 ? · 0 ms
- validate_order 成功 ? · 0 ms
原文全文
展开原文 · 4,497 字
----- dp253117_6k.htm -----
6-K
1
dp253117_6k.htm
FORM 6-K
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 6-K
REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO
RULE 13a-16 OR 15d-16
UNDER THE SECURITIES EXCHANGE ACT OF 1934
September 2026
Commission File Number 001-16125
ASE Technology
Holding Co., Ltd.
(Translation of
registrant’s name into English)
26,
Chin 3rd Road
Kaohsiung, Taiwan
Republic of China
(Address of principal executive offices)
Indicate by check mark whether the registrant files or will file annual
reports under cover of Form 20-F or Form 40-F.
Form 20-F ☒ Form 40-F ☐
SIGNATURES
Pursuant to the requirements of the Securities
Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
ASE TECHNOLOGY HOLDING CO., LTD.
Date: September 09,
2026
By:
/s/ Joseph Tung
Name: Joseph Tung
Title: Chief Financial Officer
Investor Relations Contact:
ir@aseglobal.com
Tel: +886.2.6636.5678
https://www.aseglobal.com
ASE
Technology Holding Co., Ltd.
Announces
Monthly Net Revenues*
Taipei,
Taiwan, R.O.C., september 9, 2026 –
ASE Technology Holding Co., Ltd.
(NYSE:
ASX, TAIEX: 3711, “ASEH”
or the
“
Company
”),
announces its unaudited consolidated net revenues for August 2026.
Consolidated
net revenues (unaudited)
Aug
Jul
Aug
Sequential
YoY
(NT$ Million)
2026
2026
2025
Change
Change
Net Revenues
82,247
73,784
56,466
+11.5%
+45.7%
Aug
Jul
Aug
Sequential
YoY
(US$ Million)
2026
2026
2025
Change
Change
Net Revenues
2,556
2,309
1,899
+10.7%
+34.6%
Net revenues for ATM assembly, testing
and material business are as follows:
atm net
revenues (unaudited)
Aug
Jul
Aug
Sequential
YoY
(NT$ Million)
2026
2026
2025
Change
Change
Net Revenues
51,287
47,524
33,510
+7.9%
+53.1%
Aug
Jul
Aug
Sequential
YoY
(US$ Million)
2026
2026
2025
Change
Change
Net Revenues
1,594
1,487
1,127
+7.2%
+41.4%
*This press release is intended to comply
with Taiwan regulatory requirements.
Safe Harbor Notice:
This press release
contains "forward-looking statements" within the meaning of Section 27A of the United States Securities Act of 1933, as amended,
and Section 21E of the United States Securities Exchange Act of 1934, as amended. These statements are made under the “safe harbor”
provisions of the U.S. Private Securities Litigation Reform Act of 1995. Although these forward-looking statements, which may include
statements regarding our future results of operations, financial condition or business prospects, are based on our own information and
information from other sources we believe to be reliable, you should not place undue reliance on these forward-looking statements, which
apply only as of the date of this press release. The words “anticipate,” “believe,” “estimate,” “expect,”
“intend,” “plan” and similar expressions, as they relate to us, are intended to identify these forward-looking
statements in this press release. These forward-looking statements are necessarily estimates reflecting the best judgment of our senior
management and our actual results of operations, financial condition or business prospects may differ materially from those expressed
or implied by the forward-looking statements for reasons including, among others, risks associated with cyclicality and market conditions
in the semiconductor or electronic industry; changes in our regulatory environment, including our ability to comply with new or stricter
environmental regulations and to resolve environmental liabilities; demand for the outsourced semiconductor packaging, testing and electronic
manufacturing services we offer and for such outsourced services generally; the highly competitive semiconductor or manufacturing industry
we are involved in; our ability to introduce new technologies in order to remain competitive; international business activities; our
business strategy; our future expansion plans and capital expenditures; the strained relationship between the Republic of China and the
People’s Republic of China; general economic and political conditions; the recent shift in United States trade policies; possible
disruptions in commercial activities caused by natural or human-induced disasters; fluctuations in foreign currency exchange rates; and
other factors. For a discussion of these risks and other factors, please see the documents we file from time to time with the Securities
and Exchange Commission, including the 2025 Annual Report on Form 20-F filed on April 1, 2026.
6-K
1
dp253117_6k.htm
FORM 6-K
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 6-K
REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO
RULE 13a-16 OR 15d-16
UNDER THE SECURITIES EXCHANGE ACT OF 1934
September 2026
Commission File Number 001-16125
ASE Technology
Holding Co., Ltd.
(Translation of
registrant’s name into English)
26,
Chin 3rd Road
Kaohsiung, Taiwan
Republic of China
(Address of principal executive offices)
Indicate by check mark whether the registrant files or will file annual
reports under cover of Form 20-F or Form 40-F.
Form 20-F ☒ Form 40-F ☐
SIGNATURES
Pursuant to the requirements of the Securities
Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
ASE TECHNOLOGY HOLDING CO., LTD.
Date: September 09,
2026
By:
/s/ Joseph Tung
Name: Joseph Tung
Title: Chief Financial Officer
Investor Relations Contact:
ir@aseglobal.com
Tel: +886.2.6636.5678
https://www.aseglobal.com
ASE
Technology Holding Co., Ltd.
Announces
Monthly Net Revenues*
Taipei,
Taiwan, R.O.C., september 9, 2026 –
ASE Technology Holding Co., Ltd.
(NYSE:
ASX, TAIEX: 3711, “ASEH”
or the
“
Company
”),
announces its unaudited consolidated net revenues for August 2026.
Consolidated
net revenues (unaudited)
Aug
Jul
Aug
Sequential
YoY
(NT$ Million)
2026
2026
2025
Change
Change
Net Revenues
82,247
73,784
56,466
+11.5%
+45.7%
Aug
Jul
Aug
Sequential
YoY
(US$ Million)
2026
2026
2025
Change
Change
Net Revenues
2,556
2,309
1,899
+10.7%
+34.6%
Net revenues for ATM assembly, testing
and material business are as follows:
atm net
revenues (unaudited)
Aug
Jul
Aug
Sequential
YoY
(NT$ Million)
2026
2026
2025
Change
Change
Net Revenues
51,287
47,524
33,510
+7.9%
+53.1%
Aug
Jul
Aug
Sequential
YoY
(US$ Million)
2026
2026
2025
Change
Change
Net Revenues
1,594
1,487
1,127
+7.2%
+41.4%
*This press release is intended to comply
with Taiwan regulatory requirements.
Safe Harbor Notice:
This press release
contains "forward-looking statements" within the meaning of Section 27A of the United States Securities Act of 1933, as amended,
and Section 21E of the United States Securities Exchange Act of 1934, as amended. These statements are made under the “safe harbor”
provisions of the U.S. Private Securities Litigation Reform Act of 1995. Although these forward-looking statements, which may include
statements regarding our future results of operations, financial condition or business prospects, are based on our own information and
information from other sources we believe to be reliable, you should not place undue reliance on these forward-looking statements, which
apply only as of the date of this press release. The words “anticipate,” “believe,” “estimate,” “expect,”
“intend,” “plan” and similar expressions, as they relate to us, are intended to identify these forward-looking
statements in this press release. These forward-looking statements are necessarily estimates reflecting the best judgment of our senior
management and our actual results of operations, financial condition or business prospects may differ materially from those expressed
or implied by the forward-looking statements for reasons including, among others, risks associated with cyclicality and market conditions
in the semiconductor or electronic industry; changes in our regulatory environment, including our ability to comply with new or stricter
environmental regulations and to resolve environmental liabilities; demand for the outsourced semiconductor packaging, testing and electronic
manufacturing services we offer and for such outsourced services generally; the highly competitive semiconductor or manufacturing industry
we are involved in; our ability to introduce new technologies in order to remain competitive; international business activities; our
business strategy; our future expansion plans and capital expenditures; the strained relationship between the Republic of China and the
People’s Republic of China; general economic and political conditions; the recent shift in United States trade policies; possible
disruptions in commercial activities caused by natural or human-induced disasters; fluctuations in foreign currency exchange rates; and
other factors. For a discussion of these risks and other factors, please see the documents we file from time to time with the Securities
and Exchange Commission, including the 2025 Annual Report on Form 20-F filed on April 1, 2026.
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