Business Context and Reporting Period
Advanced Semiconductor Engineering, Inc. (ASE) filed this Form 6-K on August 7, 2003, to report unaudited consolidated net revenues for the month of July 2003. The company operates primarily in semiconductor packaging and testing, with significant operations in Kaohsiung, Taiwan, and majority-owned subsidiaries in locations including Korea, the Philippines, and China.
Key Financial Metrics
| Metric (NT$ Million) | July 2003 | June 2003 | July 2002 |
|---|---|---|---|
| Consolidated Net Revenues | 4,488 | 4,327 | 3,857 |
| Kaohsiung Packaging Revenues | 2,413 | 2,266 | 2,122 |
The filing does not provide data regarding profit, cash flow, margins, debt, or liquidity for this period.
Material Changes
- Sequential Growth: Consolidated net revenues increased by 3.7% from June 2003 to July 2003. Kaohsiung packaging revenues grew by 6.5% over the same period.
- Year-over-Year Growth: Consolidated net revenues rose 16.4% compared to July 2002. Kaohsiung packaging revenues increased by 13.7% year-over-year.
Outlook and Management Commentary
The filing contains no management commentary, forward-looking guidance, risk factors, contingencies, or discussion of unusual items. The document is strictly a disclosure of monthly revenue figures.
Investor Verification Checklist
- Verify the trend of sequential revenue growth to confirm if the 3.7% increase is consistent with recent quarters.
- Confirm the proportion of total revenue generated by the Kaohsiung operations versus other subsidiaries.
- Review subsequent filings for profit margins and operating expenses, as this report only discloses top-line revenue.