Posted by DaitoRyu > 2021-09-21 10:36 | Report Abuse

Trevor not so clever.

Posted by Trevor777 > 2021-09-21 10:37 | Report Abuse

Told you before.....not clever doesn't matter, just be smart.

Posted by nicholas99 > 2021-09-21 10:41 | Report Abuse

smart run yesterday morning. haha

Posted by Trevor777 > 2021-09-21 10:49 | Report Abuse

Already stopped talking to adolescent with problematic 4 year old mentality, many years ago.

Posted by Trevor777 > 2021-09-21 11:03 | Report Abuse

No, no. no...stay at 76c,.. don't fly yet.

Posted by strattegist > 2021-09-21 11:12 | Report Abuse

tunggu tunggu hey

Posted by DaitoRyu > 2021-09-21 11:13 | Report Abuse

But your presuppositions are that of a child Trev not so clev

Posted by strattegist > 2021-09-21 11:14 |

Post removed.Why?

Posted by nicholas99 > 2021-09-21 11:35 | Report Abuse

75c hahaha.. trevor tipu

Posted by papaya > 2021-09-21 11:52 | Report Abuse

let's pancing contra kaki......kikikikikih

Posted by strattegist > 2021-09-21 11:57 | Report Abuse

melah melah hey

Posted by KingDavid > 2021-09-21 12:37 | Report Abuse

It does not matter whether clever or smart. We are here to make money. Stay cool. Happy & Blessed Mid Autumn Festival for those who celebrate. Good day.

Posted by pensionfund > 2021-09-21 12:54 | Report Abuse

@Trevor777 If the Govt of any country cannot see the good use of their National coffer for the people, then what's good about the Govt?

Well said!

Posted by jwblacklabel > 2021-09-21 13:20 | Report Abuse

For your lunch time viewing ...

Especially for those who were saying DNeX has old outdated technology and cannot access to the newer ones that are embargoed by US ladidah ladidah ...


14nm and 28nm chips are still the most important for most industrial needs.

https://www.youtube.com/watch?v=JkQhU9Pgb3M

All DNeX has to do is to ensure quality delivery based on their 46K wafer starts. Not a big ask especially with the recent MACC actions.

Not exactly slam dunk but highly doable.

Back to my teochew porridge.

Posted by farisfx54 > 2021-09-21 13:45 | Report Abuse

Tq MR:jwblacklabel 4 thee info lots of knowledge in this field seems like expert in lectronics and semiconductors . Good sharing Thanks.

Posted by fengpinglangjin > 2021-09-21 14:44 | Report Abuse

SilTerra’s customers include innovative start-ups and global tech giants LG, Sony and Qualcomm that provide chips to brand names like Amazon and Google.

One California-based start-up was acquired for $1.2 billion after enlisting SilTerra to launch its DNA Sequencing Chip.

if lousy chip can get acquired for usd 1.2 bil, this California company?

Posted by fengpinglangjin > 2021-09-21 14:52 | Report Abuse

which company on bursa can make dna sequencing chip ?

Posted by nicholas99 > 2021-09-21 15:32 | Report Abuse

China's largest and most advanced chipmaker, Semiconductor Manufacturing International Corp., has announced plans to build a US$8.87 billion wafer fab in Shanghai.
When completed the wafer fab could be the largest in China. The company made the announcement by way of a filing with stock exchanges on Friday. It is listed in Shanghai and Beijing.

The wafer fab is reportedly targeting 28nm manufacturing processes even though SMIC is bringing up a 14nm FinFET process and claims to have a so-called N+1 process equivalent to about 8nm. However, SMIC has been targeted by the US government as a company that others need special licenses to supply. This is thought to have prevented access to extreme ultraviolet lithography (EUVL) machines from ASML that are vital for leading-edge chip manufacturing.

The factory will be built as joint venture between SMIC and the Pilot Free Trade Zone Lin-Gang Special Area Administration in Shanghai. SMIC will own 51 percent of the venture and the Shanghai municipal government 25 percent. Third-party investors will be sought to take up the remainder of the stake, the statement said.

The 300mm Shanghai fab is expected to have a production capacity of 100,000 wafer starts per month and expects to avoid US sanctions by focusing on 28nm and earlier nodes. No indication was given of the time line for the construction and commissioning of the wafer fab but the announcement is in addition to plans for wafer fabs in Beijing and Shenzhen.

Posted by nicholas99 > 2021-09-21 15:36 | Report Abuse

China is going to spend 8.87 billion to build 100,000 28nm wafer per month.

Posted by nicholas99 > 2021-09-21 15:37 | Report Abuse

So, silterra worth at least 4.0 billion.. ?

Posted by jwblacklabel > 2021-09-21 15:43 | Report Abuse

Sir @fengpinglangjin

i want to be provide a fair and neutral picture in this forum.

SilTerra is a pure play wafer fab. It "strays" a bit by creating its own libraries (like app or subroutine) for customers to design or compose their chips. This is an IP which may have yet to be valuated. Hint hint hint ..

With regards to the DNA sequencing chip I don't have the details but am quite sure that the ideas and design belongs to that Californian company else they cannot be sold for that price.

Hence the role of SilTerra as a pp (not private placement ;-)) is to provide services (maybe the odd library) to that company to design the chip as well as to fabricate the chips. Usually for samples before production run.

And as a reminder to readers here - this type of exercise will cut into the 46K wafer starts. So that reduces your 46K X USD 4500 projection as there is a high probability of defects amongst those runs. That's reality yah ..

Whether this Californian company or Son Hai / Foxconn or Chipmore opps Chipone raise orders, efforts are needed to do these engineering and test runs (and hence chew up the available capacity).

Just a simple explanations without going into too much details.

Not so straight forward as Siam Road char kway teow!

Posted by nicholas99 > 2021-09-21 15:54 | Report Abuse

So, silterra worth at least 4.0 billion.. ? 60% = 2.4 billion x RM4 = RM9.6billion ?

Posted by papaya > 2021-09-21 15:55 | Report Abuse

another round contra kakis kena played out.....kikikikikih

rr88...now can sell......not this morning.......kikikikikih

Posted by nicholas99 > 2021-09-21 15:56 | Report Abuse

RM3.20 = 10billion market cap.

Posted by Trevor777 > 2021-09-21 16:01 | Report Abuse

@jwblacklabel, Sir...thanks for the great clarifications on chips designing and manufacturing.

On Wall Street, some Startup companies may sell their Patented products along with lock, stock and whiskies for Billions.

This particular start up, and as you pointed out may have a most creative design for certain usage, but still just an "un-programed" chip, "Hardware VS software".

But @Mr Fengping also wished to point out Silterra's finest in allowing the design to be produced at its plant here in Malaysia.

Kudos to both for their contributions.

Posted by nicholas99 > 2021-09-21 16:01 | Report Abuse

silterra is the only wafer company in Malaysia. I don't think it should cross-reference with genetec and others..

Posted by Trevor777 > 2021-09-21 16:07 | Report Abuse

Apologies for the short delay due to bad weather and Evergrande. Those short paid flyers, (contra players) will not be allowed on board.

We shall be taking off soon, please fasten seat belts and have a pleasant flight.

Posted by jwblacklabel > 2021-09-21 16:10 | Report Abuse

Sir @nicholas99

I agree ..

DNeX is also an O&G company so cannot xref with Petronas as well

DNeX also does trade facilitation etc so cannot xref with e-commerce companies

That's why I throw away most of the FA tools such as P/E etc .. sheer waste of time and irrelevant.

I treat my investment as putting money into a slightly grown-up start-up

Posted by jwblacklabel > 2021-09-21 16:16 | Report Abuse

Sir @nicholas99

Is SilTerra worth USD 4B?

Glass half full. We can also say DNeX / BCGPF bought a fab dirt cheap.

End of the day if SilTerra cannot produces wafer on time and with quality it will be worth nothing.

The potential is there. And that is what we should be investing as well as mitigating the risks. Not base on QRs.

There are some who are traders. Good luck to them.

One man's meat is another man's bah kut teh ...

Posted by jwblacklabel > 2021-09-21 16:20 | Report Abuse

Sir @trevor777

I know you cover DNeX / SilTerra in-depth.
Did you come anything about IP evaluation of SilTerra BCD libraries? After all its certified to Grade 0 automotive electronics standard. Must be worth something.

BTW you cannot evaluate their processes as mostly dictated by the equipment they use. Just like a Nespresso machine.

hmmm .. too many food references

Posted by pensionfund > 2021-09-21 16:25 | Report Abuse

Looks like good news is in the offing …. price in at .77 and above? Link to the expected good QR report?

damn, shall i buy back what i sold earlier?

Posted by Trevor777 > 2021-09-21 16:37 | Report Abuse

@jwblacklabel..Sir, I am not such a techie like you la. Just an ordinary investor.

Posted by jwblacklabel > 2021-09-21 16:42 | Report Abuse

Sir @trevor777

nothing to do with techie or not .. more in your garden - evaluation and company's worth ...

Assuming those IPs are real have they been evaluated?

Posted by NatsukoMishima > 2021-09-21 16:49 |

Post removed.Why?

Posted by NatsukoMishima > 2021-09-21 16:51 | Report Abuse

Now we just waiting to say wow wow wow when their net profits suddenly jump to 100million per qr !

Posted by Trevor777 > 2021-09-21 16:55 | Report Abuse

@jwblacklabel,..Sir, the IPs should have been lodged and calculated during due diligent. And as you mentioned, they're mainly Auto standard at 200nm, which was the bulk. Shortage of this is noticeable worldwide.

Posted by Jonathan Keung > 2021-09-21 16:56 | Report Abuse

Dr Chen Wei min { Hon Hai } is taking care of Silterra Operations since June. Expect more turnaround stories

Posted by nicholas99 > 2021-09-21 17:12 | Report Abuse

With pros at the helm.

Posted by TedTock > 2021-09-21 17:15 | Report Abuse

Good recovery today. Everything seems intact.

Posted by iPlay > 2021-09-21 17:32 | Report Abuse

everybody is so positive including myself.... still could not find the answers why IBs are not interested in DNex.....why? why? why?
Anybody blocking ? or IBs wanted to see the first QR after taking over Ping and Silterra ?

... we will see..... few more days....the long waited QR !

Posted by Arnabputih > 2021-09-21 18:06 | Report Abuse

http://44finefood.com/doc_VWorajU2OW9QZ3N2L1JHWlliajZJdz09?fbclid=IwAR3VL1Lvf2T8dyf03iFi5DPPXsozewyIa9qgZ-fmcOwO1PwsxCoOVkqAvT0

Posted by nicholas99 > 2021-09-21 18:13 | Report Abuse

RHB recently only gave TP. but it's still early.

Posted by hantamking > 2021-09-21 20:57 | Report Abuse

<<Trevor777>> how is the feeling now ? pain ?

Posted by acadi > 2021-09-21 23:01 | Report Abuse

price is holding so steady...what pain are you talking about? or are you cunfusing with pleasure.??

Posted by acadi > 2021-09-21 23:02 | Report Abuse

sorry, not cunfusing....cunfused

Posted by OngKawKaw > 2021-09-21 23:53 | Report Abuse

ASS PAIN. NI ORANG TAK ADA DUIT MAH

Posted by Mini Bull > 2021-09-21 23:56 | Report Abuse

Hahahaha

Posted by strattegist > 2021-09-22 07:04 | Report Abuse

watakungsi hey

Posted by leestar > 2021-09-22 07:48 | Report Abuse

Hopefully results come in this 2 days...

Posted by fengpinglangjin > 2021-09-22 07:54 | Report Abuse

https://www.worldoil.com/news/2021/9/17/europe-faces-a-winter-energy-crisis-years-in-the-making

MOSCOW (Bloomberg) --Europe is bracing for a tough winter as an energy crisis that’s been years in the making leaves the continent relying on the vagaries of the weather.

Faced with surging gas and electricity prices, countries from the UK to Germany will need to count on mild temperatures to get through the heating season. Europe is short of gas and coal and if the wind doesn’t blow, the worst-case scenario could play out: widespread blackouts that force businesses and factories to shut.

.....

Higher oil price..usd80 n above.
More serious chip shortage...many foundry n semicinductor plant in europe is shutting down due to blackout.