Posted by Gaussian > 2022-02-20 20:45 | Report Abuse

Exciting show tomorrow. Lol

Posted by monetary > 2022-02-20 21:03 | Report Abuse

every1 knows this is goreng. who care. as long as it goes up. follow otb 1.05 reenter.

Posted by monetary > 2022-02-20 21:04 | Report Abuse

1st gen silicone based semicom. hai.......

Posted by Goldberg > 2022-02-20 21:08 | Report Abuse

200mm wafer shortages may persist for years. SilTerra is a 200mm semiconductor wafer foundry.
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Dagang NeXchange Bhd's (Dnex) subsidiary SilTerra Malaysia Sdn Bhd is investing RM645 million on an expansion plan that will increase its annual capacity by 20 percent. SilTerra is a 200mm semiconductor wafer foundry.

200mm foundry capacity is fully booked in the first half of 2022, according to Gartner. Beyond that, demand for 200mm foundry capacity will continue to outstrip supply.


The supply-demand situation will return to relative normalcy by mid-2022, except for some automotive chips. By mid-2022, though, many chipmakers should have enough 300mm fab capacity to meet demand. But 200mm is a different story.

Starting in the 2000s, many chipmakers migrated from 200mm to 300mm fabs. During this period, 200mm fabs were still in use. But 200mm was a forgotten market until 2015, when the industry saw a surge in demand for chips based on more mature processes. Suddenly, 200mm fab utilization rates at the foundries were hovering at 100%. Capacity shortages appeared. From 2016 to 2021, 200mm capacity was tight. 200mm foundries have been operating at near 100% capacity.

Building new 200mm fabs is an obvious solution. Today, several companies are building new 200mm fabs. In total, the industry has increased 200mm fab capacity by over 300,000 wafers per month (wpm) in 2021, up 5% over 2020.

However, that’s not nearly enough capacity to meet demand. Why is the capacity increased at such a low pace?

Cost
The cost of a new 200mm fab ranges anywhere from $450 million for a MEMS facility to $1.3 billion for a power semi plant.

Lack of supplier

Even if you build a new 200mm capacity, chipmakers will run into another problem. It’s difficult to find new 200mm equipment in the marketplace as equipment makers had shifted their focus to 300mm fabs.

In short, supply shortage for 200mm wafer will persist and the new supply is not coming in fast enough. This will bring to a huge demand for the current 200mm foundry. Besides providing a higher average selling price for Silterra, increasing its revenue, the increased utilization rate will also generate positive effects on its bottom line.

Posted by monetary > 2022-02-20 21:22 | Report Abuse

if supply chain back to norm 200mm can compete with 300mm producers onot?

Posted by monetary > 2022-02-20 21:27 | Report Abuse

1 time event like glove?

Posted by atilanohun > 2022-02-20 21:48 | Report Abuse

This is definetely the most active forum among all counters. These two days are unusually full of comments from various sectors : naysayers, promoters , well wishers, dreamers and of course sorties , contra players , investors etc etc. Each with their respective purpose . So tomorrow will be the most exciting showdown day for all !!
Have a nice sleep tonight and prepare for the battle tomorrow, good luck !!

這肯定馬交易所最熱鬧的論壇,這兩天各方英雄好漢紛紛留言各述己見, 各有目的, 大家準備明天來個決戰分出勝負.
因此, 今晚一定要睡個好覺,準備好明天空前刺激的大廝殺 ,祝你好運!

Posted by iPlay > 2022-02-20 21:52 | Report Abuse

QR will most likely on Feb 25… 5 more days.. then we will see.

Now everybody trying to be hero …..predicting loss la, profits la, 90m, 150m, 300m….

We will see…..
but don’t panic buy or panic sell right after QR……hehehe…

Posted by monetary > 2022-02-20 21:54 | Report Abuse

the biggest dreamer here is Natsko!

Posted by chl1989 > 2022-02-20 22:07 | Report Abuse

50mil is more realistic

Posted by joyvest > 2022-02-20 22:30 | Report Abuse

No need to wait for the QR.

The current price has already been reflected of the expected QR.The market is always forward looking hence what is expected has been reflected.....

Posted by OTB > 2022-02-20 22:31 |

Post removed.Why?

Posted by 10Bergkamp > 2022-02-20 22:39 | Report Abuse

For me it's easy, bought earlier and with lower avg cost (topped up a few times when the price dipped). With 200mm chip shortage still in play, higher oil price, and reputated management team, I will hold on it till end of year at least, unless something not right happen along the way. Good luck to those bought and interested to buy in DNeX. Perhaps the recent price movement hint of something. Let's see in 5 days.

@omega, mestilah! Omega memang cun hahaha

Posted by 10Bergkamp > 2022-02-20 22:45 | Report Abuse

Hahahaha u memang bersyukur, patience paid off :D Let's see how high this rocket can fly kakakaka

Posted by leestar > 2022-02-20 22:49 | Report Abuse

OTB, be proud, if today no body know you, no body will even reply what u say, nothing wrong for u to share your opinion

Posted by joyvest > 2022-02-21 00:01 | Report Abuse

https://klse.i3investor.com/m/blog/koonyewyinblog/2021-07-27-story-h1568817706-Investors_should_ask_OTB_these_questions_Koon_Yew_Yin.jsp#

What is happening?

Posted by joyvest > 2022-02-21 00:01 | Report Abuse

Can someone enlighten on the above to me?

Posted by leestar > 2022-02-21 00:18 | Report Abuse

Share opinion ,nothing wrong, no god in share market ,we decide ourself

Posted by Gaussian > 2022-02-21 00:19 | Report Abuse

OTB going to push dnex price up tomorrow?

Posted by NatsukoMishima > 2022-02-21 00:20 | Report Abuse

@monetary the biggest dreamer here is Natsko!
_____
Dare to dream dare to win big for a 100 years rare gem in stock market !

Posted by pearltt > 2022-02-21 00:21 | Report Abuse

money spike again :)

Posted by NatsukoMishima > 2022-02-21 00:23 | Report Abuse

Oil price will hit usd 100

Posted by NatsukoMishima > 2022-02-21 00:24 | Report Abuse

Insider news qr net profit 3xx million

Posted by leestar > 2022-02-21 00:48 | Report Abuse

If 3xx m, what the eatimate price?, RM 1600?

Posted by Moneymore > 2022-02-21 01:31 | Report Abuse

Tomorrow time to take profit and wait for QR announcements

Posted by AhSook AhKou > 2022-02-21 01:41 | Report Abuse

As Beijing Olympics finished, Putin will now move in further towards Kyiv ........ markets turbulence goes along with it!!!

Posted by StartOfTheBull > 2022-02-21 06:26 | Report Abuse

A rare gem indeed. A rare gem in i3 forum. LOL

Posted by joyvest > 2022-02-21 07:18 | Report Abuse

No need to wait for the QR.

The current price has already been reflected of the expected QR.The market is always forward looking hence what is expected has been reflected.

No effect on the share price after announcement of upcoming QR

Posted by xxxx > 2022-02-21 07:52 | Report Abuse

"No effect on the share price after announcement of upcoming QR"? This is a hogwash statement! What IF the QR announces a LOSS? Think! What IF the QR announces a profit of +300 mil? Think!

Posted by cikminah7777 > 2022-02-21 07:57 | Report Abuse

Naik, jual. Turun, beli.
No need to quarrel

Posted by Gaussian > 2022-02-21 08:14 | Report Abuse

Get ready

Posted by nextan > 2022-02-21 08:25 | Report Abuse

Senang saja bila naik kasi hantam,tak naik relax lah apa mahu susah susah

Posted by Gaussian > 2022-02-21 08:33 | Report Abuse

IDSS ready?

Posted by scjm > 2022-02-21 09:05 | Report Abuse

get ready for 1.30 then retest recent high 1.33 and expecting to breach for price to proceed to 1.43

Posted by Knight88 > 2022-02-21 09:05 | Report Abuse

Ready or not here we go!
Good luck all!

Posted by jenson68 > 2022-02-21 09:17 | Report Abuse

Top up & keep …hehe

Posted by papaya > 2022-02-21 09:40 | Report Abuse

while at 70-80sen also same people same arguements....even so called self proclaimed 'sifu' rr88 under his diligence study predicted,dnex will go down to below 40 sen....kikikikikikih

Posted by Jonathan Keung > 2022-02-21 09:43 | Report Abuse

Hidden agenda & senseless trolling { whatever they said or posted }

Posted by leestar > 2022-02-21 09:44 | Report Abuse

Correction only

Posted by KingDavid > 2022-02-21 09:47 | Report Abuse

After careful thought, we must thanks IDSS indirectly for maintaining the share price at this level. Unless the bull can continue for a longer period, one day, IDSS will take advantage of it.

Posted by nixonteh85 > 2022-02-21 09:48 | Report Abuse

newspaper/digital news = old news

b4 news, apa dah goreng, sekarang kejar apa?
kalau berbaloi 1.60,
tunggu lah 1st badge keluar, tunggu stable aim 1.3x

sekarang, relax w coffee

Posted by joyvest > 2022-02-21 10:00 | Report Abuse

Foresight vs hindsight

Based on the chartist, following shooting star, a reverse trend is expected.

Furthermore ,judging from the current PE of "0" ,upcoming QR is not expected to be as good as that of previous quarter if not worse....

In view of the foregoing,IDSS suxkers might capitalise on these.

Posted by strattegist > 2022-02-21 10:06 | Report Abuse

pelan pelan kutip

Posted by strattegist > 2022-02-21 10:06 | Report Abuse

kutip pelan pelan

Posted by iPlay > 2022-02-21 10:09 | Report Abuse

@joyvest... how is your Serba Dinamik ?.....

Posted by carimakan > 2022-02-21 10:19 | Report Abuse

serba dh k.o

Posted by StartOfTheBull > 2022-02-21 10:20 | Report Abuse

Yes! Volume is coming.

Posted by TwoLegsBeing > 2022-02-21 10:21 | Report Abuse

High end technological wafer is distance between transistor to transistor (node) which is lesser than 28 nanometers in single die in wafer whereas low end technological wafer is more than 28 nanometers.
Light does not present or exist in semiconductor but outside semiconductor and in stanfibre optic cable which is outside integrated circuit (IC). High end or low end technological wafer dissociate with speed of light.
Understand that SilTera only manage to produce wafer of 180 nanometers(nm) node process whereas your neighbour foundry Infineon can produce wafer of 90 nanometers(nm) node process.
Infineon can produce small and more compact photonic chip than SilTera.

Posted by joyvest > 2022-02-21 10:27 | Report Abuse

SD has been completely written off. No point crying over the spilt milk. No emotion can be warranted in this game.

Delisting is out of the question now but winding up leading to liquidation is imminent and inevitable

Posted by Newbie_123 > 2022-02-21 10:39 | Report Abuse

seems like DNEX have spiked too much & too fast today the price is on correction mode