Posted by Goldberg > 2021-09-17 20:06 | 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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CS Tan
4.9 / 5.0
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Goldberg
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Posted by Goldberg > 2021-09-17 20:04 | 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.