I'm extremely happy to see -3.5%. From the numbers we were getting for customers, I was prepared for a nasty month. Either a) the ones we don't know about like Micron did very well, b) the ASPs of the customers have gone down while volume mostly held up, or c) AKM contributed more extra revenue than I would have expected. They were adding more testing in Q4, and are adding WLCSP in Q1 and/or Q2.
Consolidated number will come out around 15-17th, but is available on eMops Taiwan site today.
I agree, good number. With Novatek, Macronix, Winbond all weak for December I was a tad nervous they could miss. Stock should rally on this - could rally pretty hard, especially in lite of DRAM prices which were up sharply again, and some good data out of China regarding era celebrating growth.