Posted by INVEST_AA > 2024-02-02 10:07 | Report Abuse

Good time to collect when it’s down….

Posted by Cakes Moon > 2024-02-04 13:19 | Report Abuse

Penta is having its international unit listed on Hong Kong.
Better stay away as Hang Seng & China A50 are on long term downtrend, sanction by the Western countries.

Posted by INVEST_AA > 2024-02-05 19:54 | Report Abuse

Public Investment Bank maintains ‘overweight’ call for tech sector on upbeat outlook

Public Investment Bank Bhd (PIVB) has maintained an "overweight" call on the technology sector, following various upbeat outlook reports for global wafer capacity, semiconductor sales, equipment orders and personal computer (PC) sales.
In a note, the research bank said it is increasingly confident that the global technology downcycle has bottomed out.
"Malaysian players have started seeing the spillover effects from the intensifying United States (US)-China trade sanctions, as more technology-related investments are pouring into Malaysia, while some Chinese players are considering passing some chip-packaging orders to Malaysian peers.

PIVB noted that in a bid to diversify the supply chain and hedge risks against intensifying US chip export and chip-making equipment controls, a growing number of Chinese semiconductor design companies are tapping on Malaysia’s advanced chip-packaging services to assemble a type of graphic processing unit (GPU) that can be used in AI training.



https://theedgemalaysia.com/node/699790

Posted by Xcalibre > 2 months ago | Report Abuse

AI and semiconductor stocks surge after Nvidia's earnings beat!


https://www.cnbc.com/amp/2024/02/22/ai-and-semiconductor-stocks-surge-after-nvidias-earnings-beat.html

Posted by Xcalibre > 2 months ago | Report Abuse

Artificial intelligence and semiconductor chip stocks rallied after U.S. chip design firm Nvidia beat Wall Street's expectations for fourth-quarter earnings and revenue on Wednesday and projected "continued growth" in 2025 and beyond.

Posted by Xcalibre > 2 months ago | Report Abuse

Nvidia Corp. surged in early trading after delivering another eye-popping sales forecast, adding fresh momentum to a stock rally that already made it the world’s most valuable chipmaker.

The outlook extends a streak of Nvidia shattering expectations, thanks to insatiable demand for its artificial intelligence accelerators — highly prized chips that crunch data for AI models. The technology has helped power a proliferation of chatbots and other generative AI services, which can create text and graphics based on simple prompts.

“Accelerated computing and generative AI have hit the tipping point,” Chief Executive Officer Jensen Huang said in the statement. “Demand is surging worldwide across companies, industries and nations.”

https://finance.yahoo.com/news/nvidia-surges-ai-sales-boom-222822819.html

Posted by Xcalibre > 2 months ago | Report Abuse

Nvidia Corp. surged in early trading after delivering another eye-popping sales forecast, adding fresh momentum to a stock rally that already made it the world’s most valuable chipmaker.

The outlook extends a streak of Nvidia shattering expectations, thanks to insatiable demand for its artificial intelligence accelerators — highly prized chips that crunch data for AI models. The technology has helped power a proliferation of chatbots and other generative AI services, which can create text and graphics based on simple prompts.

“Accelerated computing and generative AI have hit the tipping point,” Chief Executive Officer Jensen Huang said in the statement. “Demand is surging worldwide across companies, industries and nations.”

https://finance.yahoo.com/news/nvidia-surges-ai-sales-boom-222822819.html

Posted by Xcalibre > 2 months ago | Report Abuse

Nvidia Corp. surged in early trading after delivering another eye-popping sales forecast, adding fresh momentum to a stock rally that already made it the world’s most valuable chipmaker.

The outlook extends a streak of Nvidia shattering expectations, thanks to insatiable demand for its artificial intelligence accelerators — highly prized chips that crunch data for AI models. The technology has helped power a proliferation of chatbots and other generative AI services, which can create text and graphics based on simple prompts.

“Accelerated computing and generative AI have hit the tipping point,” Chief Executive Officer Jensen Huang said in the statement. “Demand is surging worldwide across companies, industries and nations.”

Posted by Xcalibre > 2 months ago | Report Abuse

https://finance.yahoo.com/news/nvidia-surges-ai-sales-boom-222822819.html

Posted by SyahSyah > 2 months ago | Report Abuse

naik balik

Posted by SyahSyah > 2 months ago | Report Abuse

boleh beli dekat 0.3X

Posted by Michael Kwok > 2 months ago | Report Abuse

Sell call penta 4.26
Resistance 4.35
If no break by next week then a downward trend
13/3/24 10.55pm

Posted by zaleha > 2 months ago | Report Abuse

buy ?

Posted by Tanleechoo > 1 month ago | Report Abuse

This co keep so much cash n stingy on dividend..n share price not really explosive..

Posted by SyahSyah > 1 month ago | Report Abuse

boleh tahan lagi..ceh

Posted by neohts > 3 weeks ago | Report Abuse

Why today down so much ?

Posted by gooman > 2 weeks ago | Report Abuse

China rolls out subsidy scheme to boost domestic semiconductor industry and counter US restrictions
https://www.gizmochina.com/2024/04/29/china-rolls-out-subsidy-scheme-to-boost-domestic-semiconductor-industry-and-counter-us-restrictions/#:~:text=News-,China%20rolls%20out%20subsidy%20scheme%20to%20boost,industry%20and%20counter%20US%20restrictions&text=Beijing's%20local%20government%20has%20introduced,lessen%20reliance%20on%20foreign%20tech.

Posted by SyahSyah > 2 weeks ago | Report Abuse

dong kiang.......

Posted by kritikos > 1 week ago | Report Abuse

penta results out "Pentamaster’s 1Q earnings fell 8.9% amid lower contributions from automated test equipment" https://theedgemalaysia.com/node/710978
revenue up but earnings still down. hmm, so is the notion that things will be better for semicon in 2nd half still true??

Posted by gooman > 1 week ago | Report Abuse

TSMC’s April Sales Jump 60% on Sustained Demand for AI Chips

Results signal a recovery in the consumer electronics sector
TSMC’s board approved a cash dividend of NT$4 per share
https://www.bloomberg.com/news/articles/2024-05-10/tsmc-keeps-sales-growth-up-in-april-as-ai-drives-60-jump?embedded-checkout=true

Posted by Skywalker00 > 1 week ago | Report Abuse

Look la at the PE . If you don’t believe in PE , just look at their earning trends if it’s worth the investment. Frankly I also not sure although in this industry for 35yrs.

Posted by Tanleechoo > 1 week ago | Report Abuse

And dividend is stingy.. last time someone did said u wan high stk price or high div when the stk price was quite high ????really not worth invest in this co now compared last time???

Posted by zoizai > 2 days ago | Report Abuse

Another ex penta boss counter will goreng soon - AIMFLEX