Hopefully IMOS reports May revenues on Monday. What are your expectations? With Winbond flat and Macronix down, it doesn't seem likely the number will be much if any (1-3% tops??) above April. I know they have some new business starting to ramp.
I realize that all they have to do is maintain April levels to meet the mid-point of guidance for Q2, but what do you think? And for June? Thanks in advance.
Novatek up, Ilitek up a lot, Inotera (which feeds into Micron) up a lot though that could be partly due to rising ASPs. I'm betting on a moderate increase in May and a strong June so your numbers sound reasonable to me. Industry predictions are for shortages in DRAM/NAND starting now and continued strength in LCD drivers. Management talked about gradually ramping Renesas so I'd love to know if they are giving significant revenue yet. I'm also curious about what percentage of revenue AKM is these days.
HSINCHU, Taiwan, June 10, 2013 /PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES (Bermuda) LTD. ("ChipMOS" or the "Company'') (IMOS) today reported its unaudited consolidated revenue for the month of May 2013.
Revenue for the month of May 2013 was NT$1,646.6 million or US$55.0 million, an increase of 4.6% from the month of April 2013 and an increase of 1.7% from the same period in 2012. All U.S. figures in this release are based on the exchange rate of NT$29.93 to US$1.00 as of May 31, 2013.
Consolidated Monthly Revenues (Unaudited)
ChipMOS' May 2013 consolidated revenues included revenues of ChipMOS TECHNOLOGIES INC., ChipMOS U.S.A., Inc., ThaiLin Semiconductor Corp. and MODERN MIND TECHNOLOGY LIMITED and its wholly-owned subsidiary ChipMOS TECHNOLOGIES (Shanghai) LTD.