Posted by investmalaysia7777 > 2021-09-08 12:34 | Report Abuse

Yeap. that is right. I mean they would need to increase more Kiki

Posted by Oliver Ooi > 2021-09-08 12:41 | Report Abuse

looks like the newly acquired at Taiwan, are together come with chip increment over years. wise action by management, and I think the new plant able to cater the need of TSMC and market as well.

Posted by Goku88 > 2021-09-08 12:43 | Report Abuse

Yeah, definitely they will have to increase capacity more... its a smart move that they have their new facility in Taiwan instead of Msia, not only increase their presence in Taiwan but our govt managing of covid is terrible, factory have to close and will be having impact on output, so they are wise & on a good track for future expansion hehe :)

Posted by investmalaysia7777 > 2021-09-08 12:49 | Report Abuse

Not sure they will expand in US or not like what TSMC did

Posted by Goku88 > 2021-09-08 14:11 | Report Abuse

There's a chance because they will be much closer to most of the major clients in US. Besides, US & Europe have implemented new intiatives to subsidize semiconductor production. So it would be highly possible.

TSMC also planned for additional factories at the US site to produce next-generation 2-nm chips over the next 10 to 15 years. TSMC is the world's most advanced chip-maker to date.

They also expanding their R&D by setting up their first chip plant in Japan
https://asia.nikkei.com/Business/Tech/Semiconductors/TSMC-s-Japan-project-attracts-over-20-participant-companies

Plus new factory in China to further ramp up chip production
https://asia.nikkei.com/Business/Tech/Semiconductors/TSMC-to-invest-2.8bn-in-China-to-ramp-up-auto-chip-production

Posted by investmalaysia7777 > 2021-09-08 14:44 | Report Abuse

it would be good if frontken expand with tsmc. stepping on the shoulder of giant

Posted by Goku88 > 2021-09-08 14:52 | Report Abuse

Yup... next week Apple Day coming... https://www.macworld.co.uk/news/next-apple-event-3658198/

Posted by investmalaysia7777 > 2021-09-08 15:42 | Report Abuse

3.7 also kena sapu finish

Posted by Goku88 > 2021-09-08 17:12 | Report Abuse

Yes, definitely big players are collecting.. cheers for the good gain today :)

Posted by anthonytkh > 2021-09-08 17:23 | Report Abuse

This counter’s chart is historically scary, huh? ;)

Posted by asml_tsmc > 2021-09-08 17:27 | Report Abuse

https://wccftech.com/tsmc-can-earn-100-billion-revenue-in-2025-letting-it-to-catch-up-to-intel/

TSMC Can Earn $100 Billion Revenue In 2025, Letting It To Catch Up To Intel

Sep 7, 2021 12:36 EDT

The Taiwan Semiconductor Manufacturing Company (TSMC) will cross the $100 billion revenue mark in 2025, believes investment bank JPMorgan Chase, according to a report from Taiwan. The bank's prediction follows an earlier one from Citigroup, which is even more optimistic for the company, a fact evident in its belief that TSMC's revenue will cross the $100 billion mark a year earlier in 2024. This optimism follows recently reported price increases by the company, as it looks to beef up its gross margins and fund capital expenditures in a growing industry.

TSMC's Revenue Growth To Touch 17% Over Next Five Years Due To Price Increases And High Performance Computing (HPC) Demand
/
JPMorgan's analysis, which comes courtesy of the United Daily News (UDN), lists down four factors for its belief that TSMC stands to earn $100 billion in 2025. The first of these is strong demand for high performance computing (HPC) platforms which, according to the bank, are facing stronger than expected demand and will therefore increase their percentage in the company's revenue pie.

Secondly, it believes that TSMC is in a commanding position for smartphones, with its market share set to grow in the coming years. TSMC's packaging technologies and its strong wafer ecosystem are the final two reasons behind JPMorgan's analysis, with the former involving 2.5 and 3D technologies and the latter providing the chipmaker with stronger bargaining power.

The bank also believes that for HPC products, TSMC's revenue is set to grow at a staggering compound annual growth rate (CAGR) of 30% from 2020 to 2025. This revenue will stand at $50 billion in 2025, believes JPMorgan, and by 2023, it will surpass smartphone revenue to become the single largest contributor to TSMC's sales.

It also believes that the company's revenue will grow by 18% next year and that the new 3nm process, expected to enter mass production in 2022, will grow the fab's revenue by 23% in 2023. TSMC's 3nm process is thought to be in high demand by big-ticket firms such as Apple Inc and Intel Corporation for their smartphone and personal computing processors.

According to JPMorgan, the CAGR for TSMC's overall revenue growth from 2020 to 2025 will stand at 17%, and the 2023 growth estimate matches the estimate from HSBC.

In a report which surfaced late last month, HSBC had estimated that TSMC stands to grow its revenue by 22% following a 15% average price increase and push its gross margin to at least 53%.
/

Posted by investor2021trading > 2021-09-08 20:57 | Report Abuse

RHB Retail Research said Frontken may accelerate towards the next resistance of RM3.79 followed by the RM3.93 historical high on surging trading volume forming a long bullish candlestick.

Posted by InterFund > 2021-09-09 00:43 | Report Abuse

Continue uptrend channel................

Posted by Goku88 > 2021-09-09 09:05 | Report Abuse

Morning all, rise & shine Frontken comrades :)

Posted by investmalaysia7777 > 2021-09-09 10:24 | Report Abuse

took profit some today

Posted by investmalaysia7777 > 2021-09-09 10:24 | Report Abuse

wait for chance to add back

Posted by iPlay > 2021-09-09 11:56 | Report Abuse

buy now...will close just green!

Posted by Goku88 > 2021-09-09 12:28 | Report Abuse

chance for top up :)

Posted by Goku88 > 2021-09-09 12:41 | Report Abuse

Today Bursa sentiment rather weak, top up and continue to hold for good fundamental. Target for above RM4

Posted by staypositive > 2021-09-09 12:47 | Report Abuse

Just buy and hold. End of the year definitely 4.000. If cannot wait then buy other counters lor =D

Posted by Goku88 > 2021-09-09 13:36 | Report Abuse

Yup this is not goreng counter.. buy, hold, top up, hold, top up and top up :)

Posted by InvesterD > 2021-09-09 15:30 | Report Abuse

Why today drop so much?

Posted by Goku88 > 2021-09-09 16:20 | Report Abuse

Today 9.9 offer, most of the counters in Bursa also dropped la... Bursa up so much dy, normal to have correction.

Posted by yyt0904 > 2021-09-09 22:58 | Report Abuse

还是那一句，投资是看好公司未来发展，定时定额买来收，多年后你会发现，长期投资才能走到最后，也许会比别人慢了一些，但是最重要的是安全到达终点。

Posted by Goku88 > 2021-09-10 11:44 | Report Abuse

yyt0904: Yes totally agreed. Value investing :)

Posted by ali baba > 2021-09-10 15:32 | Report Abuse

TSMC Revenue from July to Aug (MoM) jumped by 10%.

Posted by asml_tsmc > 2021-09-12 00:15 | Report Abuse

https://www.digitimes.com/news/a20210910VL200.html

TSMC posts increased August revenue
Friday 10 September 2021

TSMC has announced consolidated revenue of NT$137.43 billion (US$4.97 billion) for August 2021, up 10.3% sequentially and 11.8% on year.

TSMC is on track to meet its revenue guidance for the third quarter, according to market watchers. The foundry has enjoyed a ramp-up in its shipments for the upcoming iPhones, which led to its revenue increases in August, the watchers said.

TSMC expects to post revenue of between US$14.6 billion and US$14.9 billion in the third quarter, which is an 11% sequential increase at the midpoint. The forecast is based on the exchange rate assumption of US$1 to NT$27.90.

TSMC saw its revenue hit a record high of NT$372.15 billion in the second quarter.

TSMC disclosed its cumulative 2021 revenue through August totaled NT$996.54 billion, rising 17.2% from a year earlier.

TSMC in July revised upward its revenue growth outlook this year to above 20%.
/

As long as Moore's Law holds, there will be both more advanced semiconductors AND more semiconductor equipment, which will mean continuous growth for Frontken which is a highly specialised frontend semiconductor service provider to TSMC the world's leading foundry

Posted by asml_tsmc > 2021-09-12 00:16 | Report Abuse

Frontken The Perpetual Growth Company

Posted by iPlay > 2021-09-12 23:30 | Report Abuse

Monday gap up !

Posted by greencode > 2021-09-13 10:46 | Report Abuse

Iplay is calvin from Singapore. Hahah your profile remind me

Posted by Goku88 > 2021-09-13 11:25 | Report Abuse

Gd morning, have a great day ahead Frontken comrades :)

Posted by iPlay > 2021-09-13 11:27 | Report Abuse

nothing to do with calvin.... that is property salesman

Posted by staypositive > 2021-09-13 16:01 | Report Abuse

We are Frontkners LOL

Posted by Cakes Moon > 2021-09-13 16:08 | Report Abuse

Strong counter stay green.

Posted by Goku88 > 2021-09-13 17:49 | Report Abuse

Frontkeners steady bom pi pi green green :)

Posted by ali baba > 2021-09-13 17:49 | Report Abuse

2nd half of the year; from period July to December, usually more revenue will registered.
More good shows to come.

Posted by Goku88 > 2021-09-14 13:15 | Report Abuse

Tonight new iPhone 13 launch in US... fly fly~ Happy Tuesday Frontkeners folks! :)
https://www.techradar.com/news/new-iphone-13-2021

Posted by investmalaysia7777 > 2021-09-14 15:30 | Report Abuse

nice

Posted by investor2021trading > 2021-09-14 16:09 | Report Abuse

SEE_RESEARCH

KGB Warrant , WB --- strong positive momentum ,
follow by huge rallies and shallow small pullbacks.

From technical analysis of KGB Warrant:

Target Price : RM 0.60 to RM 0.745
short term , possibly by 30 September 2021

Posted by asml_tsmc > 2021-09-15 20:43 | Report Abuse

https://www.thestar.com.my/business/business-news/2021/09/15/global-fab-equipment-spending-to-hit-almost-us100bil-in-2022

Global fab equipment spending to hit almost US$100bil in 2022
Wednesday, 15 Sep 2021 10:10 AM MYT

PETALING JAYA: Global semiconductor equipment investments for front end fabs in 2022 are expected to reach nearly US$100bil to meet soaring demand for electronics after topping a projected US$90bil this year, both new records, SEMI said in its World Fab Forecast report.
/
“The foundry sector will account for the bulk of fab equipment investments in 2022, with more than US$44bil in spending, followed by the memory sector at over US$38bil.

“Both DRAM and NAND also show large increases in 2022 with jumps in spending to US$17bil and US$21bil, respectively,” SEMI said.
/

Posted by staypositive > 2021-09-17 10:45 | Report Abuse

Stay patient, stay rewarded Frontkeners

Posted by asml_tsmc > 2021-09-17 11:17 | Report Abuse

So long as Moore's Law holds, we hold

Frontken The Perpetual Growth Company

Posted by investor2021trading > 2021-09-17 11:34 | Report Abuse

huat ar!

Posted by asml_tsmc > 2021-09-17 11:52 | Report Abuse

https://www.digitimes.com/news/a20210915VL202.html

TSMC forecast to post 24% revenue growth in 2021, says IC Insights
Jessie Shen, DIGITIMES, Taipei
Wednesday 15 September 2021

TSMC is forecast to see its revenue in the second half of this year grow 14% from the level in the first half, with revenue for all of 2021 set to represent a 24% on-year surge, according to IC Insights.

IC Insights released recently its compilation of third-quarter sales growth expectations for the top-25 semiconductor suppliers. For the third quarter of this year (ending in September), sales growth outlooks for the top-25 suppliers range from 16th-ranked Sony's 34% increase at the high end, to Intel's 3% decline on the low end.

In the second quarter of 2021, TSMC was the third-largest semiconductor company in terms of sales and the largest semiconductor foundry in the world. It is the go-to manufacturer for ICs based on leading-edge 7/5nm process technologies, which are in high demand and collectively accounted for about half of TSMC's second-quarter revenue, IC Insights said.

TSMC expects its third-quarter sales to climb 11% sequentially. IC Insights forecast the foundry's sales will rise another 4% in the fourth quarter.
/

Posted by AbangRedTea > 2021-09-17 12:25 | Report Abuse

What a great day get the dividend from frontken today and share price going up. Holding from January until nw and bought more when the share price dip. i get bonus issues share + free warrant + dividend. Long term investment is the key to success. Cheers...

Posted by ali baba > 2021-09-17 13:44 | Report Abuse

https://www.cnbc.com/2021/09/16/apple-iphone-13-pre-orders-show-signs-of-growth-in-china.html

Posted by ali baba > 2021-09-17 13:59 | Report Abuse

share price jumped up so furiously and it sounds like Ares Green going to Arizona...

Posted by investmalaysia7777 > 2021-09-17 14:03 | Report Abuse

Yeap. long term on good companies always can win big. but I did took some profit along and add when it dropped.

Posted by Cakes Moon > 2021-09-17 14:58 | Report Abuse

Eat vigra this week?
Walao eh!

Posted by ali baba > 2021-09-17 15:09 | Report Abuse

https://appleinsider.com/articles/21/07/26/apple-expects-high-demand-for-iphone-13-orders-over-100-million-a15-processors