ASX
ASE Technology Holding Co., Ltd.15.30
-0.28-1.8%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
LEAP details, EMS AI shift.
Q&A unpacked LEAP revenue doubling to $3.2B, with OS and wafer sort dominating, full process tripling to 10% by year-end, and final test also hitting 10%. Management clarified EMS isn't downsizing but realigning toward AI-adjacent optical, power, and data center plays for ATM synergy. They dodged long-term margin or CapEx intensity targets, stressing one-year visibility amid capacity constraints from buying partner clean rooms. Analysts probed smartphone softness and clean room gating; responses highlighted broad recovery and cluster advantages. Demand crushes capacity. Optimism reigns, but investors will eye execution on full process ramp and facility builds.
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31.22Basic EPS (TTM)
0.49Dividend Yield
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