micronet news (text/holly), according to Juheng.com, ASE Investment Holdings announced today (8th) April revenue of NT$35.303 billion (the same unit below), a year-on-year increase of 21.5%. Cumulative revenue in the first four months of this year was 132.66 billion yuan, a year-on-year increase of 12.51%.
It is reported that ASE Investment Holdings’ packaging, testing and materials revenue in April was 22.904 billion yuan, a year-on-year increase of 21.6% and a decrease of 0.7% from the previous month.
Regarding the outlook for the market outlook, Dong Hongsi, chief financial officer of ASE Investment Holdings, predicts that the second quarter is expected to continue the momentum of the first quarter, and the utilization rate is also expected to increase slightly to more than 80%. However, the overall environment in the second half of the year is unstable, and it is still necessary to observe the epidemic, Due to multiple factors such as supply chain trends and logistics, order visibility is unclear and cannot be commented on. However, we are still optimistic that new applications such as 5G will be long-term growth drivers.
Sun Moonlight estimates that the revenue from packaging and testing business in the second quarter will be the same as that in the third quarter of last year, about 67.901 billion yuan; the revenue from electronic foundry services will be better than the 34.947 billion yuan in the first quarter of last year. In addition, industry insiders predict that ASE’s second-quarter revenue will increase by 7-9% from the previous quarter.
In terms of capital expenditure, ASE estimates that this year is expected to be the same as last year, with about half of the expenditure going to advanced packaging, but it will be adjusted based on overall market conditions and demand.
(proofread/Jurnan)
