Posted by Gerard Lam > 2021-09-28 20:37 | Report Abuse

There are some less credible comments made above to clarify:

Comment 1 - "400mm is Taiwan Standard, maybe 800mm now"

Fact 1 - "TSMC is in early stages of exploration and research of 400mm wafer. The major roadblock for 400mm wafer chips is that the development of 400mm wafer requires costs that are so significant that, at the moment, even if mass produced, cannot be recovered at a profit.

In layman terms,
Cost to develop and mass produce a 400mm wafer chip for iPhone = US$10,000 per fragment wafer
Revenue earned from selling a wafer chip to iPhone = US$500 per fragment wafer

Thus, 400mm wafer chip is still light years away"

Comment 2 - "200mm wafer is useless"

Fact 2 - "200mm is the most used semiconductor chip in EV. It is also the main reason for the global chip shortage. While 300mm wafer chip is widely used in phones, it is less used for EVs"

Posted by jwblacklabel > 2021-09-28 20:51 | Report Abuse

It's timmmmmeeeeeee ... not UFC but another semiconductor 101 (and a some corrections)

I am going to use very simplistic explanations so you can get a flavour.



We know SilTerra's capacity is 46,000 wafer starts per month. (I am not going to factor losses or yields)

SilTerra processed 200mm wafer. A wafer will contain many dies (circuit) aka chip. Assuming the dimension of the chip as 10X10mm. This according to the semicond thesaurus should work out to be around 250 die per wafer (DPW)

So working backwards on Foxconn's EV plans of producing 55K cars and assuming 10 chips (easier on my mental maths ya) per car.

Thus for the year Foxconn would need 55,000 X 10 = 550,000 chips

This will translate to 550,000 / 250 = 2,200 wafers

That is equal to less than 5% of SilTerra's capacity for a month.

So how are they going to fill in the other 95%?

That's why I say the best thing SilTerra can do manufacture anything and everything for anyone (since they are a pure play foundry) to their maximum capacity. Not just EV but also MEMS, etc.

Of course it's an oversimplifications but i hope you can appreciate the scope and shout less about EV and what's not. (I appreciate the enthusiasm of folks here but let's not go overboard with Foxconn EV in particular).

BTW no EV chip is the same for all producers. Even your laptop processors are different (esp Intel and AMD).

BUT customers can either use SilTerra BCD tools to develop their chips or bring their photomask for production at SilTerra knowing that SilTerra's technology and processes are already certified Grade 0 for automotive technology standards.

Posted by jwblacklabel > 2021-09-28 21:00 | Report Abuse

PS ..

It does not matter at present whether 200 or 300 or 400mm mostly. What you get is more DPW plus some thickness variability.

At this stage should focus more on the backend of line (BEOL) capacity as each cluster of equipment is dedicated for certain product / technology example aluminum or copper etc ..

My guess - and I could be wrong - they are adding equipment in that area so there could be more linearity in the production flow rather than start-stop for each type.

Eg for those who are familiar with the prawn mee in the MPPJ area - that guy (don't know if he is still there) at peak hour will only serve bee hoon-mee. Nothing else. That's linearity .. same product over and over.

PPS 200/300/400 seems to be boys toilet comparing length of errr the birdie ..

Have a pleasant evening ..

Posted by MrsLee > 2021-09-28 21:00 | Report Abuse

Can't break 0.83!!!

Posted by BursaRangers > 2021-09-28 21:06 | Report Abuse

https://klse.i3investor.com/blogs/BursaRangersTechnicalPicks/2021-09-28-story-h1591788485-BursaRangers_Daily_Technical_Picks_29_September_2021.jsp

Posted by Flying69King > 2021-09-28 21:09 | Report Abuse

Cakap manyak tara guna. Merah2 heyyyyyy. Tnggu 70sen masukll heyyyy

Posted by hantamking > 2021-09-28 21:43 | Report Abuse

slowly tunggu ya , tunggu rm 1 baru masuk lagi bagus

Posted by Mini Bull > 2021-09-28 22:49 | Report Abuse

very bullish

Posted by Willieyong > 2021-09-28 23:03 | Report Abuse

Whre got bullish?you blind?

Posted by hantamking > 2021-09-28 23:25 | Report Abuse

https://www.theedgemarkets.com/article/crude-oil-rallies-amid-demandsupply-pull-say-analysts?type=malaysia

Posted by hantamking > 2021-09-28 23:26 | Report Abuse

Energy sector cheers ya
Dnex semua ada ^^

Posted by bullishhalali > 2021-09-28 23:29 | Report Abuse

IMHO Technical wise, just break down trend line 3 days ago. Currnrly pullback. Trading box idea still valid.
Uptrend? Still early to say. Need to make proper HL HH. Whay important is price above 20/50/200MA.

Posted by Raiz368 > 2021-09-28 23:50 | Report Abuse

Nasdaq trumble tonight....technology stock will continue downtrend tonorrow

Posted by mf > 2021-09-29 00:50 | Report Abuse

Dow Jones 34,301.602 -567.77 1.63%
Nasdaq 14,556.40 -413.567 2.76%

Posted by 156563 > 2021-09-29 03:09 | Report Abuse

到早上就没事呀

Posted by hantamking > 2021-09-29 08:23 | Report Abuse

Dnex energy stock oil ,semicon , it
Powerup !!!

Posted by mf > 2021-09-29 08:26 | Report Abuse

Dow Jones 34,299.992 -569.38 1.63%
Nasdaq 14,546.68 -423.287 2.83%

Posted by hantamking > 2021-09-29 08:27 | Report Abuse

Will focus Energy & power today ^^

Posted by GoodBoy > 2021-09-29 08:53 | Report Abuse

Dow Jones Futures strong rebound already ...

Posted by Bgt 9963 > 2021-09-29 08:54 | Report Abuse

Down trend.....

Posted by newbie8080 > 2021-09-29 09:26 | Report Abuse

Audit: Silterra advised to reduce wafer scrap rate, operating expenses

https://www.bernama.com/en/news.php?id=2007959

Posted by nicholas99 > 2021-09-29 09:31 | Report Abuse

foxconn and cgp know what to do. they are not some people.

Posted by Underhand > 2021-09-29 09:44 | Report Abuse

Testing your patience? A little bit disappointed.

Posted by Underhand > 2021-09-29 09:47 | Report Abuse

Not so good as expected! Crude oil up and chips shortage, still perform like this?

Posted by strattegist > 2021-09-29 09:49 | Report Abuse

lembik lembik hey

Posted by strattegist > 2021-09-29 09:49 | Report Abuse

tunggu tunggu hey

Posted by nixonteh85 > 2021-09-29 09:51 | Report Abuse

look at tech, energy tipu

Posted by OngKawKaw > 2021-09-29 09:51 | Report Abuse

ADA FOXCONN CGP ADA CHANCE MAH. GOOD LUCK INVESTORS!

Posted by DaitoRyu > 2021-09-29 10:39 | Report Abuse

Still flying woohoo

Posted by nicholas99 > 2021-09-29 10:43 | Report Abuse

run.. run..

Posted by SinGor > 2021-09-29 10:46 | Report Abuse

2 years to Upgrade is too long...Chips shortages may be over. USA and EU economy could
in recession or stalling in 2 years bcos they borrow too much to Bail Covid...Interest rate will surely Climb bcos of price inflation

Posted by SinGor > 2021-09-29 10:48 | Report Abuse

Just play Contra is Best policy

Posted by SinGor > 2021-09-29 10:57 | Report Abuse

wait for 50cents warrant converters to Sell down then we catch price on rebound....play KFC meal

Posted by DaitoRyu > 2021-09-29 11:03 | Report Abuse

Yes looks like big drop coming soon, get ready to catch.

Posted by Lousycounter > 2021-09-29 11:12 | Report Abuse

Where those ppl say no more 0.70 cents?

Posted by Slc1 > 2021-09-29 11:17 | Report Abuse

Haha...I got this from

Bloomberg
Subscribe
Cut through the chaos with real time updates on the news affecting the global economy. Enable Notifications.
Enable Later
Markets
MIT Study Finds Older Men Are More Likely to Panic Sell Stocks
By Lynn Thomasson
28 September 2021, 18:59 GMT+8
Researchers screen for demographic trends in trading data
The results could help create models to predict panic selling
Researchers at the Massachusetts Institute of Technology are diving into the demographics of people that panic sell stocks during a market crash.

Investors who are male, over the age of 45, married or consider themselves as having “excellent investment experience” are more likely to “freak out” and dump their portfolio during a downturn, according to a paper published last month that analyzed more than 600,000 brokerage accounts.

Posted by Baby Shark > 2021-09-29 11:19 | Report Abuse

You think big shark push price for ikan bilis rich..
As I said until 2025 also cannot naik if dis forum penuh..

Posted by rr88 > 2021-09-29 11:19 | Report Abuse

Gostan gear confirmed. Sell

Posted by Baby Shark > 2021-09-29 11:22 | Report Abuse

1 day 200 to 500 comments.. shark laugh you
If 1 month 0- 10 comments baru got chance up..

Posted by nicholas99 > 2021-09-29 11:24 | Report Abuse

hahaha.. go vis la. ahaa

Posted by Lousycounter > 2021-09-29 11:26 | Report Abuse

Dnex only worth this price, dont expect will go higher ..not more than 0.90 heh

Posted by OngKawKaw > 2021-09-29 11:28 | Report Abuse

CONTRA KAKI AT THE END EARN NOTHING! GOT LAH EARNED EXPERIENCE AND MEMORIES L…

Posted by IronShirt > 2021-09-29 11:30 | Report Abuse

VTrade Msia reach 10k income per month soon…
*************************************

I think Sabri baru bangun dari mimpi...Fresh Graduate local Uni starting RM 1500---1200 / Mth

Maybe if you ask Sabri more, he will say sorry silap........10K per year

Posted by derrickinvestor > 2021-09-29 11:40 | Report Abuse

Whole world goes red. Anyone know something we miss?

Posted by DaitoRyu > 2021-09-29 11:43 | Report Abuse

Murica nose dived, rest of the world follow.

Posted by KingDavid > 2021-09-29 11:47 | Report Abuse

What is the support level since RM0.8 is broken?

Posted by DaitoRyu > 2021-09-29 11:49 | Report Abuse

.745

Posted by Baby Shark > 2021-09-29 11:50 | Report Abuse

VTrade Baby shark can swim to other place to eat
29/09/2021 11:23 AM

I swim Kanger & Serbak.. & Comfort

Posted by lianbc12 > 2021-09-29 11:56 | Report Abuse

Operator doing a good job , kill all the contra player . When this stock less ppl playing , u will see it go up steadily

Posted by nicholas99 > 2021-09-29 11:56 | Report Abuse

comfort no gg meh? topglove also gg