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11 comment(s). Last comment by HerbertChua 2021-09-08 14:47

krish52

245 posts

Posted by krish52 > 2021-09-02 06:29 | Report Abuse

the news are flowing like river but there is no momentum yet as the investors are not that keen in accepting it at least for now.

Posted by fengpinglangjin > 2021-09-02 08:16 | Report Abuse

Its a powerful automotive chip. Not every 8 inch foundry can produce grade 0 automotive chip because its very difficult to pass the test.
Silterra had finally obtained the ticket to produce one of the higest premium lucrative chip in the market .
The headache now is too many customers,which to priortise.

Foxconn boss said long term contract will be coming soon.
Probably silterra will reserve the automotive caps for foxconn



刘扬伟表示,鸿海与马来西亚8英寸晶圆代工厂SilTerra(硅佳)展开商务、工程讨论,即将签署长期合约。与国巨合资的国创半导体(Xsemi)则规划制造高性能模拟半导体以及小型芯片。

Liu Yangwei said that Hon Hai and the Malaysian 8-inch wafer foundry SilTerra (Silicon Jia) have started business and engineering discussions and will soon sign a long-term contract. Xsemi, a joint venture with Yageo, plans to manufacture high-performance analog semiconductors and small chips.

lching

1,395 posts

Posted by lching > 2021-09-02 09:47 | Report Abuse

may be has to wait until profits come in than share price only react.

king36

1,002 posts

Posted by king36 > 2021-09-02 17:20 | Report Abuse

I think many people will wait until October before making a decision.
I hope, history will not repeat itself.

Michael Kwok

4,911 posts

Posted by Michael Kwok > 2021-09-02 23:42 | Report Abuse

This guy assume only Dnex will get the business of certain percentage.U know how many company like Silterra in the world or let say Asia.

Posted by bonaventure > 2021-09-03 10:22 | Report Abuse

Profit margin for world best wafer foundry house TSMC is only about 40%. Now for a multi-year loss making foundry you assume can achieve profit margin of 30% is overly optimistic.

Gerard Lam

149 posts

Posted by Gerard Lam > 2021-09-03 14:05 | Report Abuse

To debunk some hearsay above with facts:

First statement made by user above - "Assume only Dnex will get the business. How many companies like Silterra in the world or let say Asia"

Facts - Fortunately, SilTerra is indeed 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 produce 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)

Gerard Lam

149 posts

Posted by Gerard Lam > 2021-09-03 14:07 | Report Abuse

Second hearsay statement made by another user above - "Assume can achieve profit margin 30% is overly optimistic"

Facts - Fortunately, there are global monthly IC analysis reports that analyses CMOS & DMOS IC chips by specs so that users are able to make a highly calculated analysis

bored

43 posts

Posted by bored > 2021-09-06 15:01 | Report Abuse

Dear Gerard,

Chipone contract was run in 5 year term.
1bil should be divided by 5 = 200mil per year

Thanks

Posted by HerbertChua > 2021-09-08 14:47 |

Post removed.Why?

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