Business Context and Reporting Period
Advanced Semiconductor Engineering, Inc. (ASE) filed this Form 6-K on December 9, 2005, to announce unaudited consolidated net revenues for the month of November 2005. The company operates semiconductor packaging and testing facilities globally, including in Kaohsiung, Chungli, and through majority-owned subsidiaries in Malaysia, Korea, and Japan.
Key Financial Metrics
| Metric | November 2005 | October 2005 | November 2004 |
|---|---|---|---|
| Net Revenues (NT$ Million) | 8,762 | 8,583 | 7,524 |
| Sequential Change | +2.08% | - | - |
| Year-over-Year Change | +16.46% | - | - |
Note: The filing does not provide specific data on profit, cash flow, margins, debt, or liquidity for this period.
Material Changes
- Record Revenue: November 2005 marked a historical high for monthly consolidated net revenues.
- Growth: Revenues increased 2.08% sequentially from October 2005 and 16.46% year-over-year compared to November 2004.
- Comparability Adjustment: November 2004 revenues included NT$ 500 million from ASE Malaysia's Camera Module revenues, which is noted as a factor in the year-over-year comparison.
Outlook and Management Commentary
Management highlighted the achievement of record-high monthly net revenues. The filing does not contain specific forward-looking guidance, risk factors, or discussion of contingencies beyond the revenue announcement.
Investor Verification Checklist
- Verify the impact of the NT$ 500 million Camera Module revenue in November 2004 on the year-over-year growth calculation.
- Confirm the composition of the "majority owned subsidiaries" contributing to the consolidated figures.
- Review subsequent filings for profit margins and cash flow data, as these were not included in this revenue-only announcement.