Ted , we all love to see that…fox’s initial want was to take over silterra directly but they lost the bid to Dnex..buying Interest in Dnex came in as 2nd option…to give the contract to Silterra thru Dnex when you dont have the direct ownership and mgt control would be another testing ground for confidence in the capability …
Just like face mask. When there is an actue shortages everybody just buy and grab whatever you can. Until the situation stablie by end 2022/2023. People will not wait , they need the chips { low end or high end } for their production. Unlike face mask for personal usage .chips are meant for factory production. You cannot buy 1 box at a time. You source and buy for the next 1 year
Opcom & Serba are not in my radar and l am not willing to take that type of risk at the current share price. i am looking for trading vol for DNeX as a signal to buy more.
As shared during the weekend session on the topic Global Chip Crunch, many leading industry experts had mentioned that chip prices for 200mm wafers had soared more than 40%-100%.
DNeX is poised to record a record breaking revenue and profit from SilTerra (expected to double in revenue and record a record breaking profit).
Further catalyst is collaboration on supply deal with Foxconn on EV.
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DoctorM
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Posted by DoctorM > 2021-10-22 11:21 | Report Abuse
Otherwise we are living in a self-indulged and feel-good state where nothing actually happens between Foxconn and dnex