Posted by jwblacklabel > 2022-05-18 17:38 | Report Abuse

hi @ogre2021

I don't know.

Tan Sri / BOD will be in better position to answer about the planned future expansion to 12M mask layer per year in 2024 in light of this JV.

Perhaps the JV could replace that plan thereby saving DNeX a chunk off RM700M. Also offers many restructuring options.

Would be the JV be be at the holding (DNeX) or Silterra's level?
How would DNeX funds the JV?
Spin off and list Silterra?
CGP Fund is a PE so would they exit once the JV is in place?

I am not a mind reader or would like to predict things except to say that there is a ready "in-house" customer for the products from the JV.

As the JV is with a "western friendly country" the products and the production technology would be free of sanctions.

Thus we have access to market and technology.

Not a slam dunk but its up to the company to screw things up.

Peace

Posted by ogre2021 > May 18, 2022 12:31 AM | Report Abuse

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.

https://www.nst.com.my/business/2022/03/782006/dnex-eyes-group-wide-ex...

Posted by BitcoinTotheMoon > 2022-05-18 18:38 | Report Abuse

https://www.youtube.com/watch?v=GdhWxUeEcVs

Posted by blackchicken > 2022-05-18 19:10 | Report Abuse

迪耐与富士康联手设厂 收益料超过硅佳大马年收入 - https://www.chinapress.com.my/20220518/迪耐与富士康联手设厂-收益料超过矽佳大马年收入/

Posted by blackchicken > 2022-05-18 19:10 | Report Abuse

迪耐与富士康联手设厂 收益料超过硅佳大马年收入 - https://www.chinapress.com.my/20220518/迪耐与富士康联手设厂-收益料超过矽佳大马年收入/

Posted by MasterYoda > 2022-05-18 23:28 | Report Abuse

If you all don't buy this week then you will cry like a big baby by next week bc Masteryoda will goreng it by next week ke ke ke ke ke

Posted by Kanenites > 2022-05-19 00:01 | Report Abuse

hebat

Posted by ogre2021 > 2022-05-19 01:22 | Report Abuse

hi @jwblacklabel
thanks for the response.
been following you for your comments always informative and educational.

Posted by mf > 2022-05-19 03:56 | Report Abuse

Dow tumbles more than 1,200 points as stocks hit the lows of the day with 30 minutes to the close

Posted by Surge > 2022-05-19 09:12 | Report Abuse

This situation translate to collection time

Posted by IronShirt > 2022-05-19 09:52 | Report Abuse

MOU( foxconn) is a plus but hardly means anything to Dnex bottom line Yet. Foxconn signed many MOU
with China Chips makers but sooner or later China Wafer Co. pull-Out bcos Foxconn demand lowest price but
highest Quality Wafer. I think it is better to stick with China players, atleast their Demand is Not so much.

Posted by jwblacklabel > 2022-05-19 10:13 | Report Abuse

@ironshirt

I agree with your point. MOU is nothing and will not impact DNeX bottom line. It also take 2-3 years before the first product roll out eg construction, installation and qualification / test.

Those MOUs with Chinese firms are slightly different. Why?

Because Hon Hai has already owned 5.03% of DNeX. They already have a foot past the door.

Here are a few more pointers

Hon Hai aims for 10% of EV market

Under Hon Hai 3+3 initiative - 3 emerging industries of EVs, robotics and digital health care applied AI, semiconductor, and comms technologies - DNeX / SilTerra is a good fit as they have products in many of those areas including health care.

From PR the new plant will use "matured" processes which reduces the need for more RnD and risks.

However the journey has just started.

Posted by Paktua Second > 2022-05-19 10:14 | Report Abuse

Next week sure goreng. Can start collect as Master Yoda said

Posted by Sandlejepon > 2022-05-19 10:25 | Report Abuse

Lai lai lai kasi borong semua.hahahh

Posted by xytraders > 2022-05-19 10:32 | Report Abuse

不要再玩股票了，你玩股票好过你玩 major forex, minor forex, gold, oil, fkli, hsi, dji/ndx/sp500, btc, jp225。股票只能玩资金所向股

Posted by Bullcoming > 2022-05-19 12:18 | Report Abuse

Foxconn effect, Dnex will surge again to historical height

Posted by OngKawKaw > 2022-05-19 13:46 | Report Abuse

FUYOH FOREX…

Posted by King_Musang > 2022-05-19 14:12 | Report Abuse

777 lama tak makan taik Mabel, emosi kurang stabile sket. LOL

Posted by Trevor777 > 2022-05-19 14:50 | Report Abuse

KABOOOOM !!!!!!!

Posted by Trevor777 > 2022-05-19 15:20 | Report Abuse

Macam main guli-guli.......From a respectable entity with good integrity to no other than those waving MOU to prop up price............paper full of bullet holes, leaking water all over the place.

New wafer foundry plant JV that needs TIME (3 years) and MONEY, lots of money, something like USD4 Billions = RM17+ Billions.......Talk is cheap..........

No wonder my pet fish nearly dropped off his chair. But these jokers here thinks it's a done deal........hehehe

Posted by Trevor777 > 2022-05-19 15:21 | Report Abuse

Fox said, "give you 1 year, show us the money".........

CGP Funds (China) not in the picture as they have high esteem and higher reputation. Not play, play ones.......

Posted by Trevor777 > 2022-05-19 15:22 | Report Abuse

"Allowed" 891 million PP shares to expire. What happened? It was dirt cheap mah....below 1.00.....still no Buyers?????? How come leh???

Posted by Trevor777 > 2022-05-19 15:23 | Report Abuse

Expansion plans already put till year end 2022.......Avalon supposedly to start pumping in mid-2023, now delayed till 2024? (or.???...)

Posted by Trevor777 > 2022-05-19 15:29 |

Post removed.Why?

Posted by Trevor777 > 2022-05-19 15:29 | Report Abuse

Coming week, QR, then following week more ESOS listing.....

Posted by Trevor777 > 2022-05-19 15:30 | Report Abuse

1.30 all out....money in other places and making daily..........hahahaha

Sucker bilis still sweating here....

Posted by iPlay > 2022-05-19 15:43 | Report Abuse

Trevor777.... are you ok ?

Posted by BobAxelrod > 2022-05-19 16:02 |

Post removed.Why?

Posted by iPlay > 2022-05-19 16:31 | Report Abuse

777 can only stay calm after visiting a psychiatrists.

Posted by steven_c > 2022-05-19 16:31 | Report Abuse

Lol BobAxelrod dan Trevor777 adalah org yg sama

Posted by iPlay > 2022-05-19 16:53 | Report Abuse

Habislah…. Penyakit mental 777 makin serious….

Posted by stockhunter55 > 2022-05-19 19:03 | Report Abuse

Flushing to 1 and boots again ?

Posted by Mini Bull > 2022-05-19 21:35 | Report Abuse

coming QR gg ?

Posted by OngKawKaw > 2022-05-19 22:04 | Report Abuse

GG?

Posted by Moneymore > 2022-05-19 23:11 | Report Abuse

Waiting for cat aqua Mabel to calm him down LOL

Posted by SvMsHpOs > 2022-05-20 08:34 | Report Abuse

BobAxelrod

Trevor, please chill and stay calm. These people don't deserve us anymore. At Axe Cap, we act professionally and we're gentlemen. We're educated and trained to do what we do best......

EnglishBob want to make people muntah.. early this morning..

Posted by hoot9eonly > 2022-05-20 11:19 | Report Abuse

This hot cake when want to draw to become more bigger and bigger cake. haha

Posted by blackchicken > 2022-05-20 11:46 | Report Abuse

China’s Stimulus Tops $5 Trillion as Covid Zero Batters Economy
Bloomberg’s calculation is based on monetary, fiscal measures
https://www.bloomberg.com/news/articles/2022-05-19/china-s-stimulus-tops-5-trillion-as-covid-zero-batters-economy

Posted by Trevor777 > 2022-05-20 16:03 |

Post removed.Why?

Posted by Baby Shark > 2022-05-20 16:07 | Report Abuse

Very cheap.. buy buy

Posted by Trevor777 > 2022-05-20 16:08 | Report Abuse

Alamak ! campak 1.02 x 5 million shares ke..........hahahaha

Posted by Trevor777 > 2022-05-20 16:09 | Report Abuse

Minggu depan QR lah......macam ni mana bolih........

Posted by Trevor777 > 2022-05-20 16:18 | Report Abuse

At lunch other day, told my friends, "Dx signed MOU, JV for RM17.6 BILLIONS!"
NONE OF THEM COULD STOP LAUGHING, NEARLY CHOKED BY FOOD IN MOUTH......hahahaha

Posted by abdullah53 > 2022-05-20 16:30 | Report Abuse

wakaka...baru ni nampak Dnex di tempat pasar malam, mari2... lelong2, satu ringgit satu, satu ringgit satu..pelahan2 kita JV besar2. Hehehe...happy weekend.

Posted by scjm > 2022-05-20 16:32 | Report Abuse

where can chock in the mouth one!!! you which school come one

Posted by Trevor777 > 2022-05-20 16:37 | Report Abuse

Lang mi si lang, kui mi si kui.......bukan orang, bukan hantu......
Bukan minyak, bukan chips......apa lah ni.......wakekekeke

Posted by iPlay > 2022-05-20 16:42 | Report Abuse

kesian 777 sudah lah kalah duit.... mental pun kurang stabil... cakap pun sudah lentang pukang........ kesian, kesian, kesian.......

Posted by scjm > 2022-05-20 17:03 | Report Abuse

bkn lah..hantu dah masuk badan 777

Posted by OngKawKaw > 2022-05-20 17:54 | Report Abuse

OHHH. HAPI HARI INI UP 2C

Posted by Kanenites > 2022-05-20 18:27 |

Post removed.Why?

Posted by OngKawKaw > 2022-05-20 22:35 |

Post removed.Why?