ASE Technology Holding Co., Ltd. Reports Strong Monthly Net Revenue Growth for March 2025
ASE Technology Holding Co., Ltd. Reports Monthly Net Revenues
ASE Technology Holding Co., Ltd. (NYSE: ASX, TAIEX: 3711), commonly referred to as ASEH, has released its unaudited consolidated net revenue figures for March and the first quarter of 2025. The company's performance in the semiconductor assembly and testing sector reflects a positive trajectory, both sequentially and year-over-year.
In March 2025, ASE's consolidated net revenues reached NT$53,748 million, marking a notable increase of 19.5% from NT$44,961 million in February 2025. Compared to March 2024, when revenues stood at NT$45,661 million, this figure represents a year-over-year growth of 17.7%. In US dollar terms, the net revenue for March 2025 was reported at $1,638 million, a 19.2% increase from $1,374 million in the previous month and a 13.1% increase from $1,449 million in March 2024.
Quarterly Performance
For the first quarter of 2025, ASE reported consolidated net revenues totaling NT$148,153 million. This indicates a decrease of 8.7% when compared to Q4 of 2024, yet still reflects an 11.6% increase from the same quarter in the previous year, where revenues were NT$132,803 million. In US dollar terms, this translates to $4,518 million for Q1 2025, which is a 10.5% decline from $5,046 million in the last quarter of 2024, while marking a steady increase of 6.5% from $4,243 million in Q1 2024.
ATM Assembly and Testing Revenue
A key component of ASE's revenue stems from its ATM (assembly, testing, and material) business. In March 2025, ATM net revenues were reported at NT$31,198 million, reflecting a 14.1% sequential increase from NT$27,332 million in February and a remarkable 21.3% increase from NT$25,723 million in March 2024. In US dollar terms, ATM revenues for March were $951 million, up from $835 million in February and $816 million a year prior.
For the first quarter of 2025, ASE's ATM assembly and testing segment generated NT$86,668 million in net revenues, slightly down by 1.9% from NT$88,363 million in the fourth quarter of 2024, yet up 17.3% from $73,908 million in Q1 2024. The US dollar revenue for the Q1 ATM segment was $2,643 million, down 3.8% sequentially but with a robust year-over-year growth of 11.9%.
Future Outlook
ASE Technology Holding's performance highlights not just its ability to navigate the competitive landscape of the semiconductor industry, but also how it is adapting to ongoing market demands and external economic factors. The company’s officials have emphasized their commitment to innovation and efficiency, which will be essential as they look to further capitalize on growth opportunities in both domestic and international markets.
The consistent revenue growth, particularly in the ATM sector, indicates strong operational execution and a favorable market environment for ASEH. Investors and stakeholders will be keenly watching how the company continues to leverage its technological advancements and market position moving forward.
Conclusion
ASEH's recent revenue announcements indicate a strong overall performance in the face of several challenges and underscore the company's resilience in a fluctuating industry. With continued investment in technology and a strategic focus on its core competencies, ASE Technology Holding Co., Ltd. remains well-positioned for future success.