Aug 11 - ASE Technology’s financial report shows July revenue reached NT$51.542 billion (+4.1% MoM, -0.1% YoY); in USD, it hit $1.769 billion (+6.5% MoM, +11.2% YoY).
July growth was driven by advanced packaging demand for AI and HPC chips, though overall revenue was affected by the New Taiwan dollar’s appreciation. Cumulative revenue for the first 7 months totaled NT$350.445 billion, up 7.95% YoY.
Earlier, ASE CEO Wu Tien-yu noted global tariff impacts vary by product and industry position, but Taiwan’s advantageous position will help the sector find optimal solutions. He added U.S. tariff wars may delay global semiconductor output exceeding $1 trillion to 2032–2033, yet the 10-year target remains intact.
ICgoodFind: ASE’s July growth, fueled by AI demand, and the industry’s long-term goals amid tariffs deserve attention.
