Business Context and Reporting Period
Company: Advanced Semiconductor Engineering, Inc. (ASE Technology Holding Co., Ltd.)
Filing Type: Form 6-K (Report of Foreign Private Issuer)
Date: November 8, 2007
Reporting Period: Monthly results for October 2007
ASE is a provider of outsourced semiconductor packaging and testing services. This filing announces unaudited consolidated net revenues for October 2007.
Key Financial Metrics
| Metric | Oct 2007 | Sep 2007 | Oct 2006 |
|---|---|---|---|
| Net Revenues (NT$ Million) | 10,160 | 9,800 | 8,262 |
| Sequential Change | +3.7% | - | - |
| Year-over-Year Change | +23.0% | - | - |
Other Metrics: The filing text does not provide clear values for profit, cash flow, margins, debt, or liquidity for this specific period.
Material Changes
- Revenue Growth: Net revenues increased 3.7% sequentially from September 2007 and 23.0% year-over-year compared to October 2006.
- Consolidation Impact: Starting October 1, 2007, revenues from ASEN Semiconductor were consolidated into ASE Inc.'s consolidated revenues, contributing to the reported figures.
Outlook, Risks, and Commentary
Management Commentary: The filing contains no specific forward-looking guidance or management commentary regarding future quarters beyond the standard Safe Harbor notice.
Risks and Contingencies: The company highlights several risks that could cause actual results to differ from expectations, including:
- Cyclicality and market conditions in the semiconductor industry.
- Highly competitive industry environment.
- Ability to introduce new packaging and testing technologies.
- Integration of pending and future mergers and acquisitions.
- International business activities and general economic/political conditions.
- Strained relationship between the Republic of China and the People's Republic of China.
- Fluctuations in foreign currency exchange rates.
- Potential disruptions from natural or human-induced disasters.
Investor Verification Checklist
- Verify the impact of the ASEN Semiconductor consolidation on the reported October 2007 revenue growth.
- Review the 2006 Annual Report on Form 20-F for detailed risk factors and historical financial context.
- Monitor subsequent filings for profit margins and cash flow data, which are not included in this monthly revenue report.
- Assess the current geopolitical climate regarding Taiwan and China as a potential risk factor for operations.