ASX

ASML Holding N.V. ASML reported second-quarter 2026 earnings of €7.59 per share, which increased 28.6% year over year. Converted to U.S. dollars, earnings were $8.81 per share, which beat the Zacks Consensus Estimate of $7.98. Total net sales rose 21.2% year over year to €9.33 billion. Converted to U.S. dollars, revenues of $10.84 billion surpassed the consensus estimate by 5.43%. ASML’s results were supported by higher-than-expected sales of Installed Base Management and total sales of 91 lithography systems, up from 76 a year earlier. Net system sales totaled €6.6 billion, including €3.8 billion from EUV systems and €2.8 billion from non-EUV products. ASML recognized sales of one High NA EUV system during the quarter. ASML Holding N.V. price-consensus-eps-surprise-chart | ASML Holding N.V. Quote EUV accounted for 57% of second-quarter system revenues, while ArFi systems contributed 29%. Logic represented 51% of net system sales, and Memory accounted for the remaining 49%, reflecting balanced demand across advanced semiconductor applications. Installed Base Management sales were €2.76 billion, nearly €300 million above management’s guidance. The outperformance was primarily driven by additional upgrade activity as customers sought to improve the performance and productivity of existing systems. Gross margin expanded 30 basis points year over year to 54%. Management attributed the stronger-than-expected profitability to very high-margin components within the Installed Base Management business. Operating margin increased to 37.1% from 34.6% a year earlier. Research and development expenses increased to €1.28 billion from €1.17 billion in the year-ago quarter. The increase partly reflected estimated costs tied to the company’s technology and information technology transformation. Selling, general and administrative expenses were €303 million compared with €299 million a year earlier. Despite higher operating costs, operating income advanced 29.7% to €3.46 billion, supported by revenue growth and gross-margin expansion. Management cited continued artificial intelligence investments as a key catalyst for advanced Logic and Memory chip demand. Logic customers are expanding capacity at the 3-nanometer, 5-nanometer and 4-nanometer nodes, while the 2-nanometer node continues to ramp. ASML now expects advanced Logic foundry-related net system sales to grow more than...

Aehr Test Systems AEHR reported non-GAAP earnings of 11 cents per share for the fourth quarter of fiscal 2026, surpassing the Zacks Consensus Estimate by 1200%. The company had posted a loss of 1 cent per share in the year-ago quarter.Revenues increased 33.7% year over year to $18.84 million and beat the consensus mark by 0.72%. Higher artificial intelligence (AI) and data-center demand, improved manufacturing utilization and favorable product mix supported profitability. Quarterly bookings reached a record $60.7 million. AI processors and silicon photonics burn-in generated more than 80% of fiscal fourth-quarter revenues, up from 56% in the prior-year period. Demand was particularly strong for FOX systems, serial AutoAligners and proprietary WaferPak contactors.Three customers each accounted for more than 10% of quarterly revenues. Two served the AI market, while the third focused on optical transceivers used in data centers. Contactor revenues totaled $5.8 million, representing 31% of the company’s top line compared with 30% a year earlier. Aehr Test Systems price-consensus-eps-surprise-chart | Aehr Test Systems Quote Non-GAAP gross margin expanded to 45% from 35% in the year-ago quarter. The 1,000-basis-point improvement reflected higher revenues, better manufacturing capacity utilization and a more favorable product mix.Non-GAAP operating expenses increased to $7.5 million from $5.4 million. The rise primarily reflected higher employment costs tied to research and development hiring, along with increased commissions associated with strong AI and data center bookings and legal expenses associated with patent litigation in China. Quarterly bookings surged more than 500% year over year to $60.7 million from $11.1 million. Growth was driven by orders for Sonoma package-level systems, FOX wafer-level systems, WaferPaks and burn-in module boards supporting AI and silicon photonics applications.Backlog at fiscal year-end reached $80.6 million, up from $15.2 million a year earlier. AEHR received another $20 million in bookings shortly after year-end, lifting effective backlog to approximately $100.6 million and providing substantial visibility into fiscal 2027 revenues. The lead AI wafer-level burn-in customer doubled its system base during fiscal 2026 and shifted all production burn-in screening from system-level to wafer-level testing. Management expects furth...

TD SYNNEX SNX reported non-GAAP earnings of $4.85 per share for the second quarter of fiscal 2026, beating the Zacks Consensus Estimate of $3.92 by 19.9%. The bottom line increased 62.2% year over year. Revenues of $19.58 billion surpassed the consensus mark of $16.84 billion by 16.2% and increased 31% from the year-ago quarter. The strong performance was driven by broad-based momentum across the Distribution and Hyve businesses. Non-GAAP gross billings climbed 33.4% year over year to a record $28.9 billion, reflecting continued demand across infrastructure, security and hyperscale programs. TD SYNNEX's Distribution business generated non-GAAP gross billings of $23.4 billion, up 22% year over year. Management highlighted broad-based strength across all regions and product categories, supported by strong demand, an expanding customer base and continued market-share gains. Distribution non-GAAP operating income rose 36% year over year to $434 million. Non-GAAP operating margin, as a percentage of gross billings, improved 19 basis points year over year to 1.85%, benefiting from favorable mix, disciplined cost management and modest gains from strategic inventory purchases. TD SYNNEX Corporation price-consensus-eps-surprise-chart | TD SYNNEX Corporation Quote Hyve Solutions remained the standout performer during the quarter. Non-GAAP gross billings surged 117% year over year to $5.5 billion, driven by increased manufacturing volumes from existing customers and continued strength in supply-chain services. Non-GAAP operating income for Hyve increased 89% year over year to $181 million. Manufacturing activities accounted for roughly two-thirds of Hyve's business, while supply-chain services represented approximately one-third. The company also announced plans to expand its U.S. manufacturing footprint by more than one million square feet to support future customer demand. Among product categories, Advanced Solutions revenues increased 43% year over year to $7.8 billion, benefiting from sustained demand in infrastructure and cybersecurity offerings. Endpoint Solutions revenues rose 17% year over year to $8.8 billion, supported by strong personal computer demand and higher average selling prices. Consolidated gross profit increased 28% year over year to $1.34 billion. However, gross margin contracted 16 basis points year over year to 6.84%, reflecting a higher contrib...

AXT Inc. AXTI appears well positioned for a potentially record-breaking second quarter, as management has indicated that the period could mark the company's strongest-ever quarter for Indium Phosphide revenues. This growth is likely to be driven by surging demand for AI infrastructure and improving shipment visibility. The company reported $13.6 million in Indium Phosphide revenues in the first quarter, reflecting a significant increase from the previous quarters. On its first-quarter earnings call, management explicitly stated that the second quarter is expected to surpass the company’s previous quarterly revenue record. This anticipated growth is supported by an Indium Phosphide backlog exceeding $100 million, the highest in the company’s history. A major near-term catalyst is AXTI’s improving revenue visibility despite ongoing export restrictions. Management disclosed that it has already secured approximately $34 million in revenues for second-quarter through shipments that either have export permits in place or do not require permits at all, giving AXT unusually high confidence in near-term execution. This revenue base alone points to continued sequential growth from first-quarter revenues of $26.9 million, reinforcing expectations for accelerating business momentum. The strongest growth driver remains the booming demand for AI-related optical networking infrastructure. Management highlighted that hyperscaler-driven data center expansion in the United States and rapidly growing AI supply chain investments in China are fueling unprecedented demand for Indium Phosphide wafers. China-related Indium Phosphide revenues more than doubled in the first quarter and are expected to double again in the ongoing quarter, reflecting powerful end-market demand trends. Importantly, the upside could extend beyond current guidance. Management emphasized that additional export permit approvals could generate significant incremental revenues above the $34 million baseline, potentially enabling AXTI to deliver its strongest-ever quarter for Indium Phosphide revenues. MKS Instruments MKSI entered 2026 with strong momentum, and management’s second-quarter outlook suggests the upcycle is accelerating. The company expects second-quarter revenues to be $1.2 billion, up from $1.08 billion in the first quarter. The growth is likely to be supported by high-teens sequential semicondu...

Ambarella, Inc. AMBA delivered non-GAAP earnings of 11 cents per share in the first quarter of fiscal 2027, in line with the Zacks Consensus Estimate. Quarterly earnings jumped 57% year over year, mainly driven by higher revenues and disciplined cost management. First-quarter revenues soared 16.9% year over year to $100.4 million. The top line also came marginally ahead of the consensus mark of $100.2 million. First-quarter performance reflected steady execution against guidance and a business mix supported by record automotive momentum and expanding customer engagements around edge AI. Non-GAAP gross margin was 59.9% in the period, providing a firm profitability baseline as new product cycles ramp up. Ambarella, Inc. price-consensus-eps-surprise-chart | Ambarella, Inc. Quote During the first-quarter earnings call, management stated that Internet of Things (IoT) applications represented about three-fourths of total revenues, with seasonality weighing on consumer IoT, while enterprise security camera demand grew at a high-single-digit sequential pace. This mix underscores Ambarella’s continued leverage to edge AI adoption in security endpoints, even as parts of consumer demand fluctuate. Automotive, meanwhile, set a new quarterly revenue record, driven by strong double-digit growth tied to commercial vehicle telematics and safety applications. The company highlighted that AI penetration remains early in a large installed telematics base, supporting continued content gains as customers push toward more sensors and more complex on-device workloads. Ambarella framed the broader market backdrop as a shift from centralized AI training toward distributed inferencing, with more processing moving to the edge. During the earnings call, the company emphasized the benefits of edge AI, including reduced latency, lower power consumption and stronger privacy and security, positioning these attributes as structural tailwinds as workloads become more demanding. A key strategic point was Ambarella’s focus on integrating accelerated computing functions into a single system-on-chip platform, rather than relying on a collection of discrete components. Management tied that integration to a widening set of use cases, including GenAI and agentic AI at the edge, where power efficiency and tightly coupled software tools can be decisive differentiators for customers building productio...

ASE Technology Holding Co., Ltd. (NYSE:ASX) is one of the top semiconductor stocks in our ranking of the top 10 chip stocks by YTD performance. ASE Technology Holding Co., Ltd. (NYSE:ASX) reported its unaudited consolidated financial results for fiscal Q1 2026 on April 29, reporting net revenues of NT$173,662 million for the quarter, up by 17.2% year-over-year and down by 2.4% sequentially. Management reported that net income attributable to shareholders of the parent for fiscal Q1 totaled NT$14,148 million, up from NT$7,554 million in fiscal Q1 2025 and down from NT$14,713 million in fiscal Q4 2025. In addition, basic earnings per share for fiscal Q1 2026 reached NT$3.24 (or US$0.205 per ADS), compared to NT$1.75 for 1Q25 and NT$3.37 for fiscal Q4 2025. Diluted earnings per share for the quarter were NT$3.08 (or US$0.195 per ADS), compared to NT$1.64 for fiscal Q1 2025 and NT$3.24 for fiscal Q4 2025. ASE Technology Holding Co., Ltd. (NYSE:ASX) provides semiconductor manufacturing services and is involved in the development and offering of complete turnkey solutions in IC (Integrated Circuit) packaging, front-end engineering testing, design and production of interconnect materials, wafer probing and final testing, as well as electronic manufacturing services. While we acknowledge the potential of ASX as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow. Disclosure: None. Follow Insider Monkey on Google News.

Amkor Technology AMKR shares have declined 6.2% following the release of its first-quarter 2026 results on April 27, 2026, despite the company posting a record revenue beat. The selloff appears to reflect investor caution around near-term material supply constraints in advanced silicon and memory, a less pronounced second-half seasonal uplift in communications following an unseasonably strong first half and the weight of a $2.5–$3 billion capital expenditure cycle that continues to pressure free cash flow visibility. However, on a year-to-date basis, AMKR shares have surged 79.8%, outpacing the Zacks Electronics-Semiconductors industry’s 34% advance and the Zacks Computer & Technology sector’s 10.9% gain over the same period. Among peers, ASE Technology Holding ASX has returned 100.5% year to date, Taiwan Semiconductor Manufacturing TSM has gained 32.2%, and Intel Corporation INTC has surged 158.8%. AMKR's surge reflects growing investor confidence in its advanced packaging capabilities and improving earnings quality. Let’s delve deeper to determine what to do with the stock at current levels. Image Source: Zacks Investment Research AMKR's first-quarter 2026 results mark a meaningful inflection, with growth broad-based across all four end markets, signaling that its diversified packaging platform is firing on multiple cylinders. The communications segment rose 42% year over year on sustained strength across both iOS and Android ecosystems, while computing climbed 19%, driven by surging demand for AI accelerators and data center processors. Automotive and industrial revenues rose 28% year over year, with ADAS and infotainment applications emerging as the primary growth engine within the segment. Consumer revenues grew 4% year over year on broad-based improvement across customers. Beyond top-line strength, AMKR demonstrated meaningful progress on profitability. Gross margin of 14.2% exceeded the high end of guidance, driven by a mix shift toward higher-value advanced packaging programs and focused cost management. Operating income margin improved 360 basis points year over year to 6%, while EBITDA reached $285 million at a margin of 16.9%, reflecting the operating leverage in AMKR's model as factory utilization rose from the low-50s to the low-70s year over year. The Zacks Consensus Estimate for second-quarter 2026 revenues stands at $1.8 billion, up 19.31% ye...

TAIPEI, April 29, 2026 /PRNewswire/ -- ASE Technology Holding Co., Ltd. (TWSE: 3711, NYSE: ASX) ("We", "ASEH", or the "Company"), the leading provider of semiconductor assembly and testing services ("ATM") and the provider of electronic manufacturing services ("EMS"), today reported its unaudited[1] net revenues of NT$173,662 million for 1Q26, up by 17.2% year-over-year and down by 2.4% sequentially. Net income attributable to shareholders of the parent for the quarter totaled NT$14,148 million, up from NT$7,554 million in 1Q25 and down from NT$14,713 million in 4Q25. Basic earnings per share for the quarter were NT$3.24 (or US$0.205 per ADS), compared to NT$1.75 for 1Q25 and NT$3.37 for 4Q25. Diluted earnings per share for the quarter were NT$3.08 (or US$0.195 per ADS), compared to NT$1.64 for 1Q25 and NT$3.24 for 4Q25. RESULTS OF OPERATIONS 1Q26 Results Highlights – Consolidated Net revenues from packaging operations, testing operations, EMS operations, and others represented approximately 51%, 12%, 36%, and 1% of the total net revenues for the quarter, respectively. Cost of revenues was NT$138,812 million for the quarter, down from NT$143,179 million in 4Q25. - Raw material cost totaled NT$79,472 million for the quarter, representing 46% of the total net revenues. - Labor cost totaled NT$20,608 million for the quarter, representing 12% of the total net revenues. - Depreciation, amortization and rental expenses totaled NT$17,276 million for the quarter. Gross margin increased by 0.6 percentage points to 20.1% in 1Q26 from 19.5% in 4Q25. Operating margin was 10.1% in 1Q26, compared to 9.9% in 4Q25. Non-operating items: - Net interest expense was NT$1,576 million. - Net gain on foreign exchange hedging activities of NT$838 million. - Net gain on equity-method investments was NT$728 million. - Other net non-operating income was NT$678 million, primarily attributable to miscellaneous income. Total non-operating income for the quarter was NT$668 million. Income before tax was NT$18,200 million in 1Q26, compared to NT$18,260 million in 4Q25. We recorded income tax expenses of NT$3,635 million for the quarter, compared to NT$3,248 million in 4Q25. Net income attributable to shareholders of the parent was NT$14,148 million in 1Q26, compared to NT$7,554 million in 1Q25 and NT$14,713 million in 4Q25. Our total number of shares outstanding at the end of the quarter w...

ASE reported Q1 diluted EPS of TWD 3.08 and consolidated revenue of TWD 173.7 billion (‑2% q/q, +17% y/y), with the ATM segment now representing 65% of revenue and 91% of operating profit and delivering record ATM revenue and stronger margins. Management is ramping LEAP capacity and raised full‑year LEAP revenue target to >$3.5 billion, but said depreciation and CapEx will rise ahead of revenue as full‑process LEAP lines are tuned; most incremental machinery (particularly wafer sort) is expected to deploy in Q4 and 2027 could be another CapEx‑heavy year funded partly by borrowing. For Q2 ASE guided sequential growth—consolidated revenue up 7–9% q/q, consolidated gross margin up 20–100 bps, ATM revenue up 9–11% q/q with ATM gross margin 26–27%—while EMS shows seasonal slowdown but improving computing/AI demand. Interested in ASE Technology Holding Co., Ltd.? Here are five stocks we like better. 4 Memorable Ways to Play the HBM Market Boom ASE Technology (NYSE:ASX) reported first-quarter 2026 results that management said demonstrated resilience despite typical seasonality in electronics manufacturing services (EMS). Kenneth Hsiang, head of investor relations at ASE Technology Holding, said demand for the company’s assembly, testing and materials (ATM) services “did not slow at all,” helping ATM revenue grow sequentially even with fewer working days in the quarter. Hsiang said the company continued to see strength in its LEAP services within traditional advanced packaging, while wire bond activity also “saw some pickup.” He added that as product mix shifts toward AI-related products, “typical seasonality may become more muted as AI-related products do not appear to follow the same seasonal patterns as typical consumer-driven devices.” → Homebuilder Earnings: D.R. Horton Sticks Out as Pulte & NVR Sales Tank Discover the Hidden Gem in Chip Manufacturing Stocks For the first quarter, ASE posted fully diluted EPS of TWD 3.08 and basic EPS of TWD 3.24. Consolidated net revenues were TWD 173.7 billion, down 2% sequentially and up 17% year-over-year. On a U.S. dollar basis, sales declined 4% sequentially and rose 22% year-over-year. Gross profit was TWD 34.8 billion, with gross margin of 20.1%, up 0.6 percentage points sequentially and up 3.3 percentage points from a year earlier. Hsiang attributed the sequential margin improvement primarily to New Taiwan dollar depre...

ASE Technology Holding Co Ltd (NYSE:ASX) reported first-quarter results on Wednesday that exceeded expectations, driven by solid revenue growth and improved profitability. Shares rose 7.95% in premarket trading following the announcement. The company posted revenue of NT$173.66 billion, up 17.2% year over year from NT$148.15 billion, although slightly lower by 2.4% compared with the previous quarter. Adjusted diluted earnings per share reached NT$3.08, or $0.195 per ADS, compared with NT$1.64 in the same period last year. Growth was particularly strong in its ATM (assembly, testing, and materials) segment, where revenue climbed 29.7% year over year to NT$112.43 billion. Margins also improved, with gross margin rising to 20.1% from 19.5% in the prior quarter, and operating margin increasing to 10.1% from 9.9%. Net income attributable to shareholders totaled NT$14.15 billion, nearly doubling from NT$7.55 billion a year earlier. Packaging operations accounted for 51% of total revenue, testing contributed 12%, and EMS (electronics manufacturing services) made up 36%. Within ATM operations, communications represented 43% of revenue, computing 27%, and automotive, consumer, and other segments 30%. ASE Technology invested $1.00 billion in capital expenditures during the quarter, including $636 million in packaging and $326 million in testing. As of March 31, 2026, the company reported a current ratio of 1.15 and a net debt-to-equity ratio of 0.40. Total headcount reached 107,950 employees at the end of the quarter, up from 105,947 at the end of 2025. ASE Technology Holding Co stock price

KAOHSIUNG, Taiwan (AP) — KAOHSIUNG, Taiwan (AP) — ASE Technology Holding Co., Ltd. (ASX) on Wednesday reported first-quarter profit of $447.3 million. The Kaohsiung, Taiwan-based company said it had net income of 20 cents per share. The integrated circuit maker posted revenue of $5.49 billion in the period. ASE Technology Hldg shares have climbed 87% since the beginning of the year. The stock has more than tripled in the last 12 months. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on ASX at https://www.zacks.com/ap/ASX

ASE Technology Holding (ASX) reported Q1 earnings Wednesday of 3.08 New Taiwan dollars ($0.098) per