Chipmos Taiwan revenue November, NTD 1,426,309,000, down 5.96% from October, up 4.79% for the year. Since Thailin was up slightly, final number for November will probably be down a little over 5%.
In 2011 and 2008 November was higher than December. In 2009 and 2010 December was higher than Novemer. No clear pattern for what to expect next month. However, DRAM and flash prices seem to be recovering and they've been the weak spot, so I'm going to guess that December will beat November. Also, Winbond and Macronix both supply the NOR flash for the iphone 5 which seems to finally be at full production.
Incidentally, Macronix was down 16.1% for November, so that was one weak spot.
Jaret, I agree that December should be better then November. IMOS gave guidance back on October 15th stating flat to down 5% because of the secondary coming out 2 weeks later. On November 20Th they reiterated the same guidance as november was 2/3 finished. That should mean that December should be pretty good. All of IMOS top ten customers were down 1-17% in November.