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5 comment(s). Last comment by firstinvestor 2012-11-16 15:16

ryan78

176 posts

Posted by ryan78 > 2012-11-14 15:17 | Report Abuse

Wafer level packaging will not produce much higher profit margin because it requires significant higher human capital and higher wages for more skilled people. Also, when product complex level increase for components, yield rates will become much lower because of high defect rates and customers become very strict/picky when accepting your produce.

fatty_tang

296 posts

Posted by fatty_tang > 2012-11-14 15:18 | Report Abuse

working in unisem?

ryan78

176 posts

Posted by ryan78 > 2012-11-14 15:22 | Report Abuse

Working in same industry.

Lookup John Chia and the private investment company he represents Bandar Rasah SB that owns 25% in the company. Not sure if he's related to the other guy that owns a "hum vee".

fatty_tang

296 posts

Posted by fatty_tang > 2012-11-14 15:32 | Report Abuse

hmm, someone experienced in semicon industry. whats your view on MPI bro

Posted by firstinvestor > 2012-11-16 15:16 | Report Abuse

I still feel positive on both MPI and Unisem for longer term with the inventory level of overall industrial

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