There is no point for MIMOS to keep the 5K capacity. There is no economy of scale for MIMOS. For foundary to make money, two important criteria must be full filled, namely 1. Economy of scale. It means the more WPM produce, the better the cost. Therefore, the capacity will be 36k + 5k WPM in the near future. 2. The ASP is also very much depended on the complexity of the IC design and processes. With CGP, Foxconn and ILI help, it is no long a problem, I presumed.
Now, we have Multi Layer Mask (MLM, not the pyramid shaped commission system, LOL) increases from 8.3 million mask layers to 10 million mask layers, thus annual capacity production can increase by 20%. Indirectly, it means current capacity is (36k + 5k) X 120% WPM = 49.2k WPM in year 2023.
Thanks to Foxconn and CGP for their expertise in identifying the bottlenecks, process improvements and cost savings. We only can see all these miracles after DNeX takes over SilTerra.
Back to MAX2838 (in one of your previous postings), so tell us it is worth spending RM645 mil capex????
Production is still continued nonstop while waiting for 49.2K WPM soon. And at the same time, it is adaptable to latest processes like C-SOI based technology.
The best part is the total cost for SilTerra to transform from ugly duckling to beautiful swan is about 273 mil + 645 mil = 918 mil.... Pure foundary macam in tak dapat cari di dunia ini kecuali di Kulim... LOL.
Don't take my words blindly, I could be wrong. Anyway, do you homework. If I am wrong, inform me please.
Breaking news ! China Shuzhou industry park total shut down due to zero case tolerence policy , Taiwan 200mm wafer plant is one of the factory ordered to be shut down , 200mm wafer shortage issue will be worst n ASP will further skyrocket !
whatever it is, remember that share goes up and down. So choose who you wanna be, trader or investor. If you are a trader, don't spout nonsense while the price is high. just come back later during technical pullback. If you're the later, keep them hand as hard as a diamond, but still, always take notes of things happening around the counter.
WOW, CIMB says that Dnex can project a 453% growth rate for 3 years! Fantastic
CGS-CIMB projects DNeX to post a 3-year core EPS CAGR of 453% (FY21-24F) driven by 1) higher wafers ASP, 2) higher wafers production volume on the back of new capacity expansion, 3) higher average crude oil prices for Ping Petroleum Limited (Ping), and 4) higher production volume at Ping on the back of its new capex programme.
{intra day short selling} IDSS allows you to short sell a list of approved securities. With the condition that short position closed off with buy positions the end of trading day i.e T-day.
Limited play for IDSS. shorties get squeeze if the timing is not right or big boys push up the share price. Only applicable if timing, market with negative news flow { eg. Rubber Glove counters under pressure}. Just my personal view
IDSS is like game of baccarat or roulette. Shorties keep betting the same position { no disrespect to any parties} glove counters was at thier peak. Supermax was trading at their all time high of 24.00 +per share TG was at $26.00 + before the share split}
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....
NatsukoMishima
8,494 posts
Posted by NatsukoMishima > 2022-02-16 13:37 | Report Abuse
Dont shaken by shortists panic sell , just hold tight every single ticket until Dec 2022 u will get multi folds gain !