🇺🇸 SECASE Technology Holding Co., Ltd.Qwen · 实盘不做把握 8/10不做原因:无增量信息
北京时间·🕒 发布 18:03:31待核·⟳ 抓取 18:04:43·⚡ 决策 09-09 20:55:02 +2h50m·47.8 天前
日月光投控（ASEH）向SEC提交6-K，披露2026年8月合并营收822.47亿新台币，环比+11.5%、同比+45.7%；该催化已于同日10:15 UTC按同一份文件处理完毕
跨源查重命中同一具体催化的两条已处理记录：①2026-09-09 10:15 UTC（sec_edgar，文件正文与本信号完全同为dp253117_6k.htm，结论为值得做3711.TW/ASX.US）；②2026-09-09 11:16 UTC（technews「日月光投控8月營收續創新高，AI先進封測扮要角」，结论为不做，并已覆盖600584.SH/002156.SZ/002185.SZ/3711.TW/ASX.US）。本信号带来的营收数字、口径、期间与披露载体与已处理记录逐字一致，没有新增金额、指引修正、利润率信息、官方确认/否认或监管进展，属于同一SEC 6-K的重复抓取，按去重边界不再重复下单，也不再执行Web/KB/行情/先例查询。
📄 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,…
不做 ASE Technology Holding（ADR）（ASX.US）
重复消息：本轮信号即2026-09-09 10:15 UTC已处理记录中的同一份SEC 6-K文件（dp253117_6k.htm），营收数字、口径与期间逐字一致，无新增金额、指引修正、利润率信息或官方确认/否认；该记录已就同一催化给出方向结论，再次下单等于重复建仓。
不做 日月光投控（3711.TW）
同一发行主体、同一具体催化的重复抓取；11:16 UTC的technews记录已覆盖台股腿并判为不做（事件日已涨4.07%、近5日+8.66%，月营收与LEAP增长已在前期指引中，无新增利润指引），本信号未带来任何可推翻该结论的新事实。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
事实：ASEH以6-K披露2026年8月合并营收822.47亿新台币（环比+11.5%、同比+45.7%），其中ATM封测及材料512.87亿新台币（环比+7.9%、同比+53.1%），方向为正面。影响链：月度营收是AI先进封装（含LEAP）景气的量证据，直接主体为3711.TW与ASX.US ADR，二阶为A股封测同业。查重：search_processed_events在72小时窗口内命中两条同一催化记录——10:15 UTC的sec_edgar记录正文即本信号同一份dp253117_6k.htm并已给出「值得做」结论，11:16 UTC的technews记录已就A股同业与台股/ADR给出「不做」结论（依据为事件日台股已涨4.07%、近5日+8.66%、月营收与LEAP增长已在前期指引中、无新增利润指引）。价格/证据：本次抓取无任何新增事实，重复研判的唯一后果是重复建仓。结论：RESEARCHED_AVOID（NO_INCREMENTAL_FACT），风控层无新增净利空，故不输出risk_signals。
🔎 新鲜度:最早出现 2026-09-09 · 扩散 medium · price-in 风险 high ↗
关键理由
- 8月合并营收同比+45.7%、ATM同比+53.1%确实是AI先进封装景气的正面量证据，但该数字已由同日10:15 UTC的同一份6-K记录处理并给出方向结论
- 重复处理同一催化只会造成同一笔交易被下两次，因此本轮不再新建仓位
- A股封测同业的映射腿亦已在11:16 UTC记录中单独研判完毕，本信号未提供可推翻其结论的新事实
主要风险
- 若后续出现9月营收、第三季正式财报或新增资本支出/LEAP订单指引，那属于新增事实，须另案研判而非沿用本结论
先例如何影响了这次决策
对本次决策的影响:未执行先例研究：查重命中同一具体催化的两条已处理记录且无新增事实，按去重边界早停，不再查Web/KB/行情/先例；幅度与胜率校准已在10:15 UTC与11:16 UTC记录中完成。
工具执行结果 · 成功 2 · 降级 0 · 失败 0 · 取消 0
- search_processed_events 成功 stock_tools HTTP · 93 ms
{"result": "search_processed_events:agent query=`aseh monthly net revenues august 2026 | asx 6-k 月营收 atm 封测 | 日月光 ase technology holding 8月 合并营收 | 日月光投控 3711 营收 年增`；结构化索引覆盖完整 72 小时；旧记录兼容扫描近 28.7/72 小时、1535 条本臂决策(完整)，返回 2 条候选。\n• 09-09 11:16 UTC(CST 19:16) [ticker] 不做 002156.SZ,002185.SZ,3711.TW,6005 - fetch_decision_experience 成功 stock_tools HTTP · 13 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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