Business Context and Reporting Period
Advanced Semiconductor Engineering, Inc. (ASE) filed a Form 6-K on August 9, 2002, reporting unaudited consolidated net revenues for the month of July 2002. The company operates primarily in semiconductor packaging and testing, with significant operations in Kaohsiung, Taiwan, and majority-owned subsidiaries in locations including Chung Li, Korea, and the Philippines.
Key Financial Metrics
| Metric (NT$ Million) | July 2002 | June 2002 | July 2001 |
|---|---|---|---|
| Consolidated Net Revenues | 3,857 | 3,594 | 2,504 |
| Kaohsiung Packaging Net Revenues | 2,122 | 1,895 | 1,359 |
The filing does not provide data regarding profit, cash flow, margins, debt, or liquidity for the period.
Material Changes
- Sequential Growth: Consolidated net revenues increased by 7.3% from June 2002 to July 2002. Kaohsiung packaging revenues grew by 12.0% over the same period.
- Year-over-Year Growth: Consolidated net revenues rose 54.0% compared to July 2001. Kaohsiung packaging revenues increased by 56.2% 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 report is limited to the announcement of monthly revenue figures.
Investor Verification Points
- Verify the trend of sequential revenue growth to confirm if the 7.3% increase is sustainable.
- Assess the proportion of Kaohsiung operations (2,122 NT$ Million) relative to total consolidated revenue (3,857 NT$ Million) to understand geographic concentration.
- Review subsequent filings for profit margins and cash flow data, as this report only covers top-line revenue.