Business Context and Reporting Period
Advanced Semiconductor Engineering, Inc. (ASE) filed this Form 6-K on October 8, 2004, to announce unaudited consolidated net revenues for the month of September 2004 and the third quarter (Q3) of 2004. The company operates semiconductor packaging and testing facilities in Kaohsiung and Chung-Li, Taiwan, as well as through majority-owned subsidiaries in Korea and Japan.
Key Financial Metrics
| Metric | Sep 2004 | Aug 2004 | Sep 2003 | Q3 2004 | Q2 2004 | Q3 2003 |
|---|---|---|---|---|---|---|
| Net Revenues (NT$ Million) | 7,413 | 7,322 | 5,299 | 22,022 | 20,290 | 14,525 |
| Sequential Change | +1.24% | - | - | +8.54% | - | - |
| Year-over-Year Change | +39.89% | - | - | +51.62% | - | - |
Note: The filing does not provide data on profit, cash flow, margins, debt, or liquidity.
Material Changes
- Monthly Growth: September 2004 revenues increased 1.24% sequentially from August 2004 and rose 39.89% compared to September 2003.
- Quarterly Growth: Q3 2004 revenues increased 8.54% sequentially from Q2 2004 and surged 51.62% compared to Q3 2003.
Guidance, Outlook, and Risks
The filing contains no management commentary, forward-looking guidance, risk factors, contingencies, or discussion of unusual items. It is strictly a revenue announcement.
Investor Verification Checklist
- Verify the unaudited nature of the reported revenue figures.
- Confirm the scope of consolidated subsidiaries included in the revenue totals (ASE Test Limited, ASE Korea, ASE Japan).
- Check subsequent filings for profit margins and operating expenses, as this document reports revenue only.