Advanced Semiconductor Engineering (ASE) reported a YoY decrease of 7% in February, to NT$17.7 billion ($538.9 million). Year-to-date revenues were NT$38.8 billion ($1.2 billion), down 8.3% YoY.
Lite-On Semiconductor rose 4.3% YoY, to NT$645 million ($19.6 million). Consolidated revenue for the first two months of the year were up 6.8%, to NT$1.5 billion ($45.7 million).
Mediatek‘s revenues were at their lowest level in 12 months in February, falling 37.9% MoM. However, they were up 36.9% YoY, to NT$13.2 billion ($401.9 million). Year-to-year revenues were up 27.4% YoY (NT$34.6 billion ($1 billion)).
Q1’16 revenues for Mediatek are expected to meet the company’s guidance of NT$52.5 billion – NT$57.4 billion ($1.6 billion – $1.7 billion) (a 7% – 15% QoQ fall).
Realtek Semiconductor‘s revenues were down 29.7% MoM, but up 9.4% YoY. Revenues reached NT$2.3 billion ($70.1 million) in February, and NT$5.6 billion ($170.7 million) in the year-to-date.
Siliconware Precision‘s February revenues were down 5.8% MoM, to $6.3 billion ($191.8 million). Revenues for the first two months of the year were down 3.6% YoY, to NT$12.9 billion ($392.8 million).
Analyst Comment
In related news, SPIL welcomed the decision, by the Free Trade Commission, to defer its ruling on whether to approve the acquisition of SPIL by ASE. The ruling is now due no later than the 1st May. SPIL has objected strongly to the possibility of a hostile takeover. (TA)
