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Technology Stocks
ASX - Chip Packaging and Testing

An SI Board Since July 2003

Posts	SubjectMarks	Bans	Symbol
58	2	0	ASX

Emcee: tech101	Type: Unmoderated

Introduction Market Data Compact

Advanced Semiconductor Engineering, Inc. is an independent provider of semiconductor packaging services and, together with its subsidiary, ASE Test Limited, an independent provider of semiconductor testing services. The Company offers a broad range of advanced semiconductor packaging and testing services. Its package types employ either leadframes or substrates as interconnect materials. The Company's testing services include front-end engineering testing, which is performed during and following the initial circuit design stage of the semiconductor manufacturing process; wafer probe; final testing, and other related semiconductor testing services. The Company focuses on packaging and testing logic semiconductors. The Company offers its customers turnkey services, which consist of packaging, testing and direct shipment of semiconductors to end users designated by its customers. - Yahoo Finance Profile - Advanced Semiconductor En (NYSE:ASX)

The cash-rich ASX used to have the size of about 1/3 of its larger competitor – Amkor about 3 years ago. But it is now running neck to neck with it.

With its low debt/equity ratio of 1.11 favorably compared to AMKR (7.5) and CHPC (2.48), abundant cash ($427 million vs $351.5 million and 26.7 million for AMKR and CHPC), and its strong tie to the Great China economy, it is probably just a matter of time that ASX will surpass all its competitors in the near future as it claimed.

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
58	ASE Ranked Among Business Week's INFO TECH 100 List Thursday July 1, 9:00 a	tech101	-	7/1/2004
57	Global chip sales to rise 27% in 2004 SIA projects record sales of $214 billion	tech101	-	6/10/2004
56	Chip Packaging Firms Run Facilities To Nearly Full Capacity Friday, June 04,	tech101	-	6/4/2004
55	Merrill Lynch Expects Strong 3Q from ASE Amy Lee, Taipei; Esther Lam, DigiTime	tech101	-	6/4/2004
54	WSTS revises forecast 2004 to 2007, says report By Peter Clarke Silicon Strate	tech101	-	6/1/2004
53	Amkor to raise prices for select customers, says report Silicon Strategies 05/	tech101	-	5/26/2004
52	Backend Capacity Crunch Propels ATE, Assembly Equipment By Mark LaPedus Silico	tech101	-	3/19/2004
51	Phone makers angry over Qualcomm shortages, says report Silicon Strategies 03/	tech101	-	3/12/2004
50	Foundry Sales in 2004 Racing 50% Ahead of 2003 By Peter Clarke Silicon Strate	tech101	-	3/9/2004
49	Consolidation seen in IC-packaging By Mark LaPedus Silicon Strategies 03/01/2	tech101	-	3/1/2004
48	Advanced Semiconductor Engineering, Inc. Announces ASE Test Limited Share Purcha	tech101	-	3/1/2004
47	ASX was up 2.52% overnight in Taiwan. While the Taiwan Semiconductor Manufactur	tech101	-	2/18/2004
46	Next Cycle More 'Dangerous,' CEO Predicts By Brian Fuller, EE Times Si	tech101	-	2/11/2004
45	Taiwan's ASE Consolidated January Revenue NT$5.23 Billion Vs NT 4.01 Billion	tech101	-	2/11/2004
44	Advanced Semiconductor Turns Profit Monday February 2, 1:39 pm ET Advanced Sem	Julius Wong	-	2/2/2004
43	Strong December Pushes TSMC's 2003 Sales up 25% Silicon Strategies 01/08/20	tech101	-	1/8/2004
42	IC market to exceed SIA's forecast in 2003 Silicon Strategies 01/05/2004, 1	tech101	-	1/5/2004
41	Backend Drives the Recovery: <b>Capital Spending to Jump 28% in 2004, say	tech101	-	12/19/2003
40	Again, BackEnd Leads the Way (35.3% Of Equipment Order Goes to Assembly and Tes	tech101	-	12/17/2003
39	The Backend Is Driving the Show ****************** VLSI boosts IC, fab-tool fo	tech101	-	12/17/2003
38	The View on the Industry 10:17AM AmTech reits Buy on Amkor (AMKR) 16.59 -0.46:	tech101	-	12/17/2003
37	SoundView Rating on ASX: ASX: reit` outperform - ASE Inc. reported better-than-	tech101	-	12/15/2003
36	IC growth in October strongest since 1990, says SIA Silicon Strategies 12/01/20	tech101	-	12/1/2003
35	TSMC to get more involved in design, packaging, says report Silicon Strategies	tech101	-	11/20/2003
34	Target Priced Increased by SoundView for both chip assembly and testing compani	tech101	-	11/3/2003

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