Have news for you.....Jokowi is now still in USA and visiting Tesla on PERSONAL invitation from Elon. Seems like Elon's next investment country is Indonesia......
EV to be built in Indon..........
Turtle eggs back to "rented crowd" and a zero.......add another egg to report card.
Beside Hibiscus, DNEX is the only counter directly benefit from high oil price, maybe not as big as HIBY but compensated with Chip, QR coming soon. The only two counters you want to monitor this 1-2 week.
Don't know how comic book chart reader can see Hibby dropping back to 1.27........Now he will tell some more lies and paint another comic book...hehehehe
These are notes from a recent roundtable of industry players
Summary - Growth outlook is strong for ICs, both individually and in packages, but getting costs under control is a huge challenge.
In the next five years or so the semiconductor market is expected to double to $1 trillion. Anirudh Devgan, president and CEO of Cadence
There are new applications and more industry verticals. .. Fabs are fully booked for the next few years, but they are adding capacity.,, Niels Faché, vice president and general manager at Keysight
(note comments about new apps and verticals - NOT just EV but areas like complex IoT, heavy computing power needed in deep learning (AI) etc. Most probably towards system in package )
DNeX / Silterra's current capacity is almost fully booked with couple of long term contracts. Matter of execution, managing cost and once USP is increased revenue will follow likewise.
OTHERS DAGANG NEXCHANGE BERHAD - MEMORANDUM OF UNDERSTANDING ENTERED BETWEEN DAGANG NEXCHANGE BERHAD WITH BIG INNOVATION HOLDINGS LIMITED
DAGANG NEXCHANGE BERHAD
Type Announcement Subject OTHERS Description DAGANG NEXCHANGE BERHAD - MEMORANDUM OF UNDERSTANDING ENTERED BETWEEN DAGANG NEXCHANGE BERHAD WITH BIG INNOVATION HOLDINGS LIMITED The Board of Directors (“the Board”) of Dagang NeXchange Berhad (“DNeX” or “the Company”) wishes to announce that the Company had on 17 May 2022 entered into a Memorandum of Understanding (“MOU”) with Big Innovation Holdings Limited (“BIH”) with the intent to set up a joint venture company to build and operate a new 12-inch wafer fabrication plant in Malaysia, capable of producing up to 40,000 wafers per month in the 28-nanometer and 40-nanometers technology.
Dnex benefited sket lah with 3000bopd from high oil price, can not compare Hiby 23000boepd, DNEX ada chip Hiby no chip, so 2x5 , 5x2 lah why crying like a babies, wait for QR loh
itu angjin777 sudah pesan..... dia beli DNex 1.30, jual 1.02.... itu sebab crying like a baby... whoever give comments in this forum, positive ke nagetive semua salah...dia melenting macan angjin gila....
I dont mean to be biadap, tapi dia tu lagi kurang ajar..... orang lain semua bodooooh, orang lain semua stupeeeed. dia sahaja betul ?...... wakakakaka
It's been a while since Mabel visit here since Mabel was busy with SD and SE. Dnex is pretty safe investment. Happy to see that Mabel's DNEX P&L is still very GREEN. Actually this counter you can just buy and forget. Come back when it breaches RM 1.60...
Meanwhile Serba Dinamik Holdings Bhd gained investors' interest and emerged as the top actively traded counter on the local bourse today.
Fantastic closing by Mabel Energy. Full of Energy in the Battleships Team. Both SD and SE exceeded 1 Billion shares (mother and warrant) traded today. The Team executed the Battle Plan with flying Colours
And in the end, it's not the years in your life that count. It's the life in your years that matters. Today Mabel decide to treat our host. When asked what you prefer to have for dinner, the children unanimously respond SEAFOODS. So we are here by the beach celebrating Mabel's wonderful day.
The Lobsters and Alaskan Crabs taste soooooo good..
hi @jwblacklabel today dnex announced mou for jv with foxconn subsidiary to build & operate 12-inch wafer with capacity of 40K/month.
what are your thoughts on this wrt silterra planned future expansion to 12M mask layer per year in 2024 for an additional cost of rm700M? pls refer to link below, based on the NST report, the current silterra expansion to 10M mask layer will be ready by early 2023.
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....
blackchicken
1,220 posts
Posted by blackchicken > 2022-05-15 10:44 | Report Abuse
Samsung in Talks to Hike Chipmaking Prices by Up to 20%
https://www.bloomberg.com/news/articles/2022-05-13/samsung-in-talks-to-hike-chipmaking-prices-by-up-to-20