Like you mentioned, 5G theme has already started overseas Taiwan US etc

Go overseas. I punted big time on Taiwan Semiconductor TSMC

It is a Huawei Apple AMD Xilinx etc etc proxy

It eats all



Up_down 5G is going to be huge in future but Malaysia OSAT players are mostly targeting their largest customer, Apple. Apple will only roll out 5G iPhone in 2020. They are out of Huawei ecosystem. What a pity. Huawei is expected to speed up infrastructure installation in China. Oppo & Xiaomi hav launched their 5G phones. The Edge said that Malaysia ATE companies might be benefited but most of the companies have reported lower turnover other than Penta.
20/08/2019 4:25 PM

You need to be patient with this stock

those are the past, reflected in share price already

investing is about looking forward

then they will rush in to buy

LRT3 not factored in yet

market very stupid, it waits for LRT3 earnings to show up

60% return since I made buy call

Oh ok thanks

TSMC already seeing strong growth in August

The semicon downcycle started Jan 2018 very shallow

It is coming to an end

Another semicon boom is already at our doorstep

TSMC to see revenues rise substantially starting August
Monica Chen, Hsinchu; Jessie Shen, DIGITIMES Tuesday 13 August 2019 0 Toggle Dropdown
TSMC is expected to enjoy substantial revenue growth starting August with the momentum to continue through the last quarter of 2019, according to market watchers, who expect the pure-play foundry to post record-high sales for the fourth quarter.

TSMC has disclosed July revenues slipped 1.3% sequentially to NT$84.76 billion (US$2.7 billion).

TSMC's monthly revenues are set to top NT$100 billion in August and September, said the watchers, adding that revenues for the fourth quarter are expected to grow more robustly. Strong demand for 7nm chips will be driving the revenue growth.

TSMC has started fulfilling chip orders for the upcoming iPhone models since June, the watchers indicated. Meanwhile, Huawei and AMD have both ramped up wafer starts at TSMC for their new-generation 7nm products, the watchers said.

Besides, as a contract manufacturer of Qualcomm for the Snapdragon 855 chips, TSMC has kicked off shipments for the new Samsung Galaxy Note 10 series smartphones, the watchers noted.

TSMC has moved 7nm EUV process technology to commercial production since the third quarter of 2019. The foundry expects sales generated from 7nm process technology to account for more than 25% of total wafer sales this year.

In addition, TSMC is scheduled to have its newer 5nm node ready for volume production in the first half of 2020. Apple is reportedly among the first customers adopting the foundry's 5nm EUV process.

I endorse insas, but need to be patient

Two to three years

Inari will shine

And insas will benefit

Memory firms expect explosive growth from 5G starting 2020
Siu Han, Taipei; Willis Ke, DIGITIMES Tuesday 13 August 2019 0 Toggle Dropdown
Despite lackluster memory demand likely to persist till the end of 2019, the memory industry is expected to see a brighter prospect starting 2020 when 5G services kick off commercial runs driving the popularity of 5G terminal devices that will in turn generate strong growth for memory products, according to industry sources.

The sources said that the 5G commercialization will stimulate upgrades of datacenter servers, and the resultant strong demand for high-capacity server memory will come first to bail the memory industry out when operators move to accelerate establishment and expansion of datacenters.

The sources said the Tokyo Olympics 2020 and the commercialization of 5G services will trigger a positive cycle of investment expansion, stimulating buying sentiment at the consumer end and prompting telecom operators and web service firms to increase their investments in datacenters by 3-4 folds to support the use of 5G mobile devices.

Sumit Sadana, executive vice president and chief business officer at US-based Micron Technology, said that his company will zero in on business opportunities from the ever-growing 5G, AI, IoT and autonomous driving applications, which will create new business models and spur upgrades in memory and storage solutions.

For mobile devices to fast transmit data on 5G bandwidths, high-performance DRAM and NAND flash products will be badly needed along with a new wave of replacement demand for 5G smartphones. In this regard, Micron estimates smartphone storage capacity will sharply expand from 512GB in 2019 to 1TB by 2021 when data transmission speed hits 20Gbps.

Taiwan memory firms revving up deployments

To cash in on immense 5G-driven business opportunities, Taiwan's memory supply chain is also aggressively proceeding with relevant deployments.

Nanya Technology president Pei-Ing Lee said that 5G commercialization will bring two major impacts on the memory market. First is that mobile devices will require bigger memory capacity support. Some flagship smartphones launched so far in 2019 come with 12GB memory, and some midrange models with 6-8GB. Second is that demand for network devices including routers, servers and cloud computing solutions will grow sharply. Accordingly, Nanya started small-volume server memory shipments in the first half of 2019 and will ramp up shipments in the fourth quarter, expecting the shipment ratio for such memory to reach 10% in 2020.

Macronix is eyeing the first wave of 5G opportunities from femtocells, which will grow exponentially in number, and it is cooperating with vendors of network equipment, APs, routers, and Internet of Vehicles (IoV) equipment to jointly tap the opportunities. Macronix is optimistic about strong demand for high-capacity NOR memory products, bolstered by a spate of new applications created by V2X (vehicles to everything).

Meanwhile, Winbond has recently released its 2Gb NAND+2Gb LPDDR4x MCP (multi-chips package) modules to support the operation of high-speed 5G terminal devices,

Innodisk chairman Randy Chien said his company expects to have as many as 300 AIoT clients by the end of 2019, up from less than 100 in 2018, ready to embrace drastic business expansion after 5G commercialization kicks off in 2020.

Adata Technology chairman Simon Chen noted 5G, AIoT and telematics will be the three major growth drivers for the global memory market starting 2020, with demand to explode in 2021-2022 in the largest-ever bull market for memory.

5G will lead to server boom

Read article below

5G picking up steam earlier than expected

We are entering early phase of Supercycle semiconductor boom

I did not buy insas

I bought inari (and TSMC)

click my name and check the number of comments

main reason is Inari

I have turned bullish on inari

I think next few years it will do very well

I have turned bullish on insas

I think one day it will hit RM1.00

I did a similar calculation few months ago at this thread

Please go through if you interested

PH might be making mistakes here and there, but they do not steal my money

cunt

Posted by 3iii > Aug 15, 2019 12:59 PM | Report Abuse

Well, when he goes low, I stay high.

Good day to Mrs. icon8888.

Don't buy a stock saddled with debts

It can't go far with a yoke on its neck

Uzma very high gearing

Legacy problem from oil bust

Next London biscuits

Heavy capex non stop

Keep on borrowings and rights issue

going to RM80

Bought some

For the moment

Ok ok I will leave that cunt alone

You are one walking around in London Shell building

Wait RM80

market uncertain, parking money with big cap is one way to be conservative

according to Howard Marks....

don't take me seriously 100% of the time

pchem at 5 was my sabotage

(pardon my England)

Posted by Sslee > Aug 15, 2019 11:14 AM | Report Abuse

Hahahaha
icon8888, what make you change your mind buying Pchem at 715 when recently you are saying waiting Pchem at 500. I had done my buying Pchem below 800 and now waiting for another batch below 700

Macquarie, not midf :

"In 4Q19, PCHEM will start a new petrochemical facility, expanding its production capacity by 15% (1.8mn tpa). MQ Research sees PCHEM’s PIC-PETCHEM (known as RAPID) – which takes downstream only margin – is better positioned in the current supply glut of upstream ethylene. Once it fully ramps up, MQ Research estimates the new project could add an OP of RM850mn (19% of 2019E OP) pa. This attribute protects it more from potential fluctuations in product prices compared to peers."

I read that (MIDF ?) when RAPID comes on line, can add RM850 mil net profit per annum

what the heck, take a bet loh

sifu qqq3 so geng,......

bring your nonsense somewhere else, we talk stocks here



Posted by i3lurker > Aug 15, 2019 10:54 AM | Report Abuse

beneath the rock bottom is liquid metal bottom.

ALL western investors are bypassing Malaysia due to the high probability of Islamic Revolution coz now we have a racist Ayatollah sponsored, morally supported and helped by Tun Dr M himself.

Who is stupid to invest when Islamic Revolution gonna happen very soon?

I always quarrelled with sifu Philips, but deep in my heart got high regards also

(won't say same nice thing to 3iii, ignorant and arrogant cunt)


Posted by (S=QR) Philip > Aug 15, 2019 10:50 AM | Report Abuse

CIMB is a good play, actually almost all stocks now are downgraded because of market worries about trade war and whatnot. In the long run, these temporary effects of just another way of giving you a discount day.

Thong Guan seems interesting, let me study it a bit.

bought pchem at 715

I notice almost half profit from fertiliser

maybe not so susceptible to current trade war that has affected petrochemical ?

philip sifu any comment on that ?

aiyo who is this guy ?

why so naughty ?

many stocks rock bottom

I think market overreact to the yield curve thingy

bought CIMB and Thong Guan

added Gkent

added more

dont look at it

leave it aside

Not necessarily

This stock always go down and then came up with good report

Based on past experience

Buildvalue go read old comments in this thread

fuiyoh going RM80

investing based on facts.... my ass... nobody can claim to know everything, there will always be something that crops up to throw your "facts" out of the window.

see you at 5

that is a fact

thought you have nothing more to learn in life ?