Business Context and Reporting Period
Advanced Semiconductor Engineering, Inc. (ASE), a foreign private issuer, filed this Form 6-K on March 9, 2004, to disclose unaudited consolidated net revenues for the month of February 2004. The company operates primarily in semiconductor packaging and testing, with significant operations in Kaohsiung, Taiwan, and majority-owned subsidiaries including ASE Test Limited and ASE (Korea) Inc.
Key Financial Metrics
| Metric (NT$ Million) | Feb 2004 | Jan 2004 | Feb 2003 |
|---|---|---|---|
| Consolidated Net Revenues | 5,754 | 5,224 | 3,586 |
| Kaohsiung Packaging Revenues | 3,000 | 2,702 | 2,084 |
The filing does not provide data on profit, cash flow, margins, debt, or liquidity for the period.
Material Changes
- Sequential Growth: Consolidated net revenues increased by 10.15% from January 2004 to February 2004. Kaohsiung packaging revenues rose by 11.03% over the same period.
- Year-over-Year Growth: Consolidated net revenues surged 60.45% compared to February 2003. Kaohsiung packaging revenues grew by 43.96% year-over-year.
Guidance, Outlook, and Risks
The filing contains no management commentary, forward-looking guidance, risk factors, or discussion of contingencies and unusual items. It is strictly a disclosure of monthly revenue figures.
Investor Verification Checklist
- Verify the conversion rate of NT$ to USD for accurate valuation comparison.
- Confirm the specific contribution of non-Kaohsiung subsidiaries to the total consolidated revenue growth.
- Review subsequent filings for profit margins and operating expenses, as this report only covers top-line revenue.