ASE Technology Holding reported record July 2026 consolidated revenue of NT$73,784 million, or about US$2.3 billion, up 12.2% from June and 43.2% from a year earlier, marking the first time monthly sales exceeded NT$70 billion. Revenue for the first seven months reached NT$438.51 billion, up 25.13% year over year and also a record for the period. The ATM assembly, testing and material business remained the main growth driver, with July revenue of NT$47,524 million, up 9.3% month on month and 49.5% from a year earlier as AI-related advanced packaging demand strengthened. Management said full-year revenue from its LEAP advanced packaging and testing services will exceed the previously projected US$3.5 billion, while Chief Financial Officer Dong Hongsi said on a recent earnings call that LEAP revenue is expected to double again next year as new capacity comes online. ASE also raised this year's capital expenditure plan to US$10.5 billion from US$8.5 billion and forecast third-quarter New Taiwan dollar revenue growth of 21% to 22% sequentially, with gross margin of 20.5% to 21.5% and operating margin of 11.5% to 12.5%, based on an exchange rate assumption of NT$31.9 to the U.S. dollar.