Business Context and Reporting Period
Advanced Semiconductor Engineering, Inc. (ASE) filed this Form 6-K on December 7, 2001, to report unaudited consolidated net revenues for the month of November 2001. The company operates primarily in semiconductor packaging and testing, with significant operations in Kaohsiung, Taiwan, and majority-owned subsidiaries in China, Korea, the Philippines, and other locations.
Key Financial Metrics
| Metric | Nov 2001 | Oct 2001 | Nov 2000 | Seq. Change | YoY Change |
|---|---|---|---|---|---|
| Consolidated Net Revenues (NT$ Million) | 3,653 | 3,405 | 4,517 | +7.3% | -19.1% |
| Kaohsiung Packaging Net Revenues (NT$ Million) | 2,105 | 1,903 | 2,248 | +10.6% | -6.4% |
The filing does not provide data on profit, cash flow, margins, debt, or liquidity for this period.
Material Changes
- Sequential Growth: Consolidated revenues increased by 7.3% compared to October 2001, while Kaohsiung packaging revenues grew by 10.6%.
- Year-Over-Year Decline: Consolidated revenues decreased by 19.1% compared to November 2000. Kaohsiung packaging revenues declined by 6.4% year-over-year.
Outlook and Management Commentary
The filing contains no forward-looking guidance, management commentary on future outlook, specific risks, contingencies, or unusual items beyond the revenue announcement.
Investor Verification Checklist
- Verify the trend of sequential revenue growth against the significant year-over-year decline to assess market conditions.
- Confirm the proportion of total revenue generated by the Kaohsiung operations versus other subsidiaries.
- Review subsequent filings for profit margins and cash flow data, as this report only covers net revenues.