Premium rush for 8 inch wafers | 17 Sep 2021 0900 GMT +8
Silicon Today noted that prices for 8 inch wafers had once again increased by 20% due to a "Premium Rush" in the Electric Vehicles ("EV") market coupled with acute shortage for all other devices, particularly household and industrial electronics. This situation is exacerbated by lockdowns in Asia resulting in order to receive time had increased by a further two months.
Based on channel check, an 8 inch silicon grade wafer price had risen to US4,500 per wafer. The situation is expected to be worse in the coming months, and going into 2022.
Sun Tzu (The Art of War) quoted " Opportunities multiply as they are seized". The big question is WHEN to seize the opportunities??? lol Some seized DNeX last year, below 20 sen and are still holding . Some seized at the peak and are still holding. Many are buying recently. Regardless what, as long as you treat DNeX as your favourite vintage wine then you are OK.
Modern Sun Tzu aka Benjamin Graham quotes "price is what you pay and value is what you get". Indirectly it means you can buy now (or already bought some a few weeks/months back) and wait for good Q earning announcements (and beyond 2021) or you wait for good Q earning first and decide to buy later on But, the latter will cause you to pay premium price. With that, the wise man says why pay more in future.
This is NOT a buy call, but my strategy in share investing.
Still operator game,they pump up 4 cents,then throw like hell,as though it were endless tickets,but actually recycling the same tickets!If big funds buy,price where got chance to come down!?
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....
Moneygame33
1,101 posts
Posted by Moneygame33 > 2021-09-17 12:10 | Report Abuse
敢敢啦 1.00