Business Context and Reporting Period
Advanced Semiconductor Engineering, Inc. (ASE) filed this Form 6-K on February 7, 2002, to report unaudited consolidated net revenues for the month of January 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 | Jan 2002 | Dec 2001 | Jan 2001 |
|---|---|---|---|
| Consolidated Net Revenues (NT$ Million) | 3,225 | 3,197 | 3,847 |
| Kaohsiung Packaging Net Revenues (NT$ Million) | 1,940 | 1,882 | 1,927 |
The filing does not provide data regarding profit, cash flow, margins, debt, or liquidity for this period.
Material Changes
- Consolidated Revenue: Increased 0.9% sequentially from December 2001 but decreased 16.2% year-over-year compared to January 2001.
- Kaohsiung Operations: Revenue increased 3.1% sequentially and 0.7% year-over-year, indicating relative stability in the primary operating region despite the consolidated decline.
Outlook and Management Commentary
The filing contains no forward-looking guidance, management commentary on future strategy, specific risk factors, or discussion of contingencies and unusual items. The report is limited to the announcement of monthly revenue figures.
Investor Verification Checklist
- Verify the cause of the 16.2% year-over-year decline in consolidated revenue despite growth in Kaohsiung operations.
- Confirm the financial performance of non-Kaohsiung subsidiaries (e.g., ASE Test Limited, ASE Korea) to understand the divergence between consolidated and regional results.
- Review subsequent filings for profit margins and cash flow data, as these were not included in this revenue-only report.