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2 comment(s). Last comment by Goldberg at Sep 17, 2021 8:06 PM
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Goldberg
2335 posts

Posted by Goldberg > Sep 17, 2021 8:04 PM | Report Abuse

DNEX is the stock to watch- a potential multibagger due its excellent growth prospects in wafer fabrication.
Its collaboration with Foxconn and BGP of China is a massive catalyst for its 60% stake in Silterra.


Goldberg
2335 posts

Posted by Goldberg > Sep 17, 2021 8:06 PM | Report Abuse

INTERESTING FACTS on SILTERRA -DNEX 's 60% Subsidiary.
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SilTerra is the only wafer fab-

1. In the world that has BCP-CMOS-DMOS Grade 0 (Meaning chip is able to withstand temperatures up to -150C).

2. It is also the only company in the world to begin mass production of this chip.

3. It is also the only company in the world to IP this IC chip.

4. It is also the only company in the world that has both Foxconn as its shareholder + Beijing CGP as a major shareholder of its subsidiary.

5. It is also the only company in the world that is able to secure long term supply contract with Chipone.

6. It is also the only company closest proximity to Foxconn's EV plans in Thailand that has local presence + automotive grade 0 IC chips.

Note that most major fabs in Asia had capacity already maxed out for Smartphone and other devices, whilst Silterra with RM200m equipment upgrade is able to increase its capacity by 10-15% without incurring large capex cost (Also the only one in Asia, the rest need 2 years for ramp up)

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