Posted by hstha > 2018-05-17 22:39 | Report Abuse

Silicon Wafer Shipments Set New Record in Q1
http://www.businesskorea.co.kr/news/articleView.html?idxno=22340

Posted by hstha > 2018-05-18 20:26 | Report Abuse

KWAP has been accumulating Kesm.

18-May-2018 Insider KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (a substantial shareholder) acquired 20,000 shares on 17-May-2018.

16-May-2018 Insider KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (a substantial shareholder) acquired 15,000 shares on 15-May-2018.

Posted by hstha > 2018-05-18 22:30 | Report Abuse

Silicon wafer shipments hit a new record in Q1 Just wait for CIMB to raise Kesm's target price.

Posted by hstha > 2018-05-18 23:19 | Report Abuse

Chip foundry sales have been a leading indicator for global semiconductor and semiconductor capital equipment shipments. After dropping to near zero in mid-2017, foundry growth is now rebounding.

Chart 4 compares 3/12 (3-month) growth rates of global semiconductor and semiconductor equipment sales to chip foundry sales. The foundry 3/12 has historically led semiconductors and SEMI equipment and is pointing to a coming cyclical upturn. It will be interesting to see how China’s semiconductor industry buildup impacts this historical foundry leading indicator’s performance.
http://electroiq.com/blog/2018/05/global-u-s-electronics-supply-chains-see-healthy-midyear-business-conditions/

Posted by victory015 > 2018-05-20 15:16 | Report Abuse

NO trade war between china and US, kesm will go up

Posted by hstha > 2018-05-20 16:38 | Report Abuse

China-US agree to abandon trade war: China's vice premier
Read more at https://www.channelnewsasia.com/news/asia/china-us-agree-to-abandon-trade-war-china-s-vice-premier-10251524

Posted by hstha > 2018-05-20 17:32 | Report Abuse

Tomorrow semeconductor stocks are likely to surge!

Posted by hstha > 2018-05-21 21:00 | Report Abuse

Japan exports jump on strong U.S. car demand
https://www.marketwatch.com/story/japan-exports-jump-on-strong-us-car-demand-2018-05-21

Posted by hstha > 2018-05-21 21:02 | Report Abuse

Japan's exports accelerate in April as volumes rise, outlook positive
https://www.reuters.com/article/us-japan-economy-trade/japans-exports-accelerate-in-april-as-volumes-rise-outlook-positive-idUSKCN1IM03F

Exports of cars rose 15.3 percent in April from the same period a year ago, while exports of semiconductor manufacturing equipment rose 18.2 percent year-on-year, finance ministry data showed on Monday.

Posted by aiinvestor > 2018-05-21 21:12 | Report Abuse

Why US Semiconductor Stocks Are Poised to Rally
https://www.investopedia.com/investing/why-us-semiconductor-stocks-are-poised-rally/

Posted by aiinvestor > 2018-05-21 21:27 | Report Abuse

5 Chip Stocks Set to Soar as Trump Keeps Trade War on Hold
https://www.zacks.com/stock/news/304327/5-chip-stocks-set-to-soar-as-trump-keeps-trade-war-on-hold

Posted by aiinvestor > 2018-05-21 21:35 | Report Abuse

UK Plug-In Electric Car Sales Increased By 37% In Apri
https://insideevs.com/uk-plug-in-electric-car-sales-increased-by-37-in-april/

Posted by aiinvestor > 2018-05-21 21:37 | Report Abuse

April FY19 kick starts with robust 17.44% sales growth for auto sector
https://auto.economictimes.indiatimes.com/news/industry/april-fy19-kick-starts-with-robust-17-44-sales-growth-for-auto-sector/64105949

Posted by tecpower > 2018-05-21 22:22 | Report Abuse

Write a comment..Ringgit forecast to soften temporarily | http://www.klsescreener.com/v2/news/view/381113

Posted by aiinvestor > 2018-05-21 22:58 | Report Abuse

Tomorrow Kesm can hit 18.00.

Posted by tecpower > 2018-05-22 00:40 | Report Abuse

Kesm is good for both short and long term investments. Now everything including bullish Phlx semiconductor index, US autosales increase, wafer shippment increase, bullish USDMYR, diminished US-China trade tension, increasing electric car sales and KWAP's accumulating the stock may boost Kesm's stock price.

Posted by tecpower > 2018-05-22 00:42 | Report Abuse

Japan's exports of semiconductor manufacturing equipment rose 18.2 percent year-on-year, finance ministry data showed on Monday.

Posted by tecpower > 2018-05-22 08:05 | Report Abuse

The Phlx semiconductor index was up 1.05% yesterday.

Posted by hellbender > 2018-05-22 09:15 | Report Abuse

tecpower, what is with kesm... very yoyo the price. semiconductor index like no impact on share price but yet EPF still acquired on 18th May.

Posted by aiinvestor > 2018-05-22 20:42 | Report Abuse

Today Malaysian semiconductor stocks were bullish.

Vitrox +2.33%
Inari + 2.37%
Pentamaster +4.05%
Unisem + 5.24%
MPI + 9.01%
Globetronics +1.38%
KESM -0.12%

Posted by hstha > 2018-05-22 20:59 | Report Abuse

First Quarter 2018 Silicon Wafer Shipments Increase Quarter-Over-Quarter to Record Level
Milpitas, Calif. — May 14, 2018 — Reaching their highest recorded quarterly level ever, worldwide silicon wafer area shipments jumped to 3,084 million square inches during the first quarter 2018, a 3.6 percent increase over fourth quarter 2017 area shipments of 2,977 million square inches and a 7.9 percent rise over first quarter 2017 shipments, according to the SEMI Silicon Manufacturers Group (SMG) in its quarterly analysis of the silicon wafer industry.

"Global silicon wafer shipment volumes started the year at historic levels,” said Neil Weaver, chairman SEMI SMG and Director, Product Development and Applications Engineering of Shin-Etsu Handotai America. “As a result, silicon shipments, like device shipments, are positioned to be strong this year.”

Silicon wafers are the fundamental building material for semiconductors, which, in turn, are vital components of virtually all electronics goods, including computers, telecommunications products, and consumer electronics. The highly engineered thin round disks are produced in various diameters (from one inch to 12 inches) and serve as the substrate material on which most semiconductor devices or "chips" are fabricated.

All data cited in this release includes polished silicon wafers, including virgin test wafers and epitaxial silicon wafers, as well as non-polished silicon wafers shipped by the wafer manufacturers to end users.

The Silicon Manufacturers Group acts as an independent special interest group within the SEMI structure and is open to SEMI members involved in manufacturing polycrystalline silicon, monocrystalline silicon or silicon wafers (e.g., as cut, polished, epi, etc.). The purpose of the group is to facilitate collective efforts on issues related to the silicon industry including the development of market information and statistics about the silicon industry and the semiconductor market.
http://www.semi.org/en/first-quarter-2018-silicon-wafer-shipments-increase-quarter-over-quarter-record-level

Posted by hstha > 2018-05-22 21:04 | Report Abuse

An analyst has already mentioned the ease of wafer supply constraints.

Malaysian Pacific Industries Bhd
(May 21, RM8.66)
Upgraded to buy with a fair value (FV) of RM9.79:

We came away from MPI’s third quarter in the financial year ended 2018 (3QFY18) analyst briefing giving reassurance that earnings will be stronger sequentially, given the ease of wafer supply constraints. In addition, management anticipates to deliver more flip-chip packaging for power management components in cryptocurrency mining machines. While the impact on earnings is unquantifiable at this juncture, we believe the business would offer handsome margins given its niche.
http://www.theedgemarkets.com/article/mpi-focuses-highmargin-ops

Posted by hstha > 2018-05-22 21:32 | Report Abuse

Pentamaster's net profit increased significantly QoQ.

Pentamaster Outlook

The Group expects 2018 to be another good year as evidenced by the size of
outstanding secured orders received up to 31 March 2018 that is expected to be
delivered in 2018. In view of the smart sensing and electric vehicle trends in 2018, the
Group expects sales growth momentum to be driven by both the telecommunication and
automotive sectors. With the expected completion of the new production plant in June
2018, the Group forecasts better delivery of projects involving large-scale factory
automation lines in the second half of the year.

Posted by hstha > 2018-05-22 21:36 | Report Abuse

Start buying Kesm tomorrow . The next QR announcement is likely to be very good. Its outlook in the second half of the year is also very good.

Posted by hstha > 2018-05-22 21:40 | Report Abuse

Unisem spent RM45.1mil in capex in 1Q18 (vs. RM71.2mil in 1Q17) to buy flip-chip bonders, bumping and wafer level equipment and test probers to support its new business in China.

“We cut our FY18-20F EPS by 15%-30% to account for the narrowing margins of its legacy packages and higher staff cost.

“Although Unisem is facing a challenging near-term outlook due to forex volatility, we believe the group’s fundamental growth remains intact driven by its strategic expansion towards 8-inch and 12-inch wafer bumping capacity in Ipoh and Chengdu that will allow it to gain better economies of scale than its OSAT peers in the next 12-18 months. Also, we expect narrowing losses in its Batam operation,” it said.
TAGS / KEYWORDS:

Read more at https://www.thestar.com.my/business/business-news/2018/04/25/cimb-research-retains-add-for-unisem-but-lowers-target-price/#zFlFp0x3SUhfBjZO.99

Posted by hstha > 2018-05-22 21:43 | Report Abuse

Wafer Burn-in Test – Pentamaster

It is designed to perform burn-in test on LEDs and wafers. It places them under high temperature, high humidity or high voltage for a set period of time to find the early defects caused by faults in manufacturing practice. It offers a user friendly experience with built-in precision SMU, thermal control and data
http://www.pentamaster.com.my/solutions/consumer-end-product-led-test-solution/wafer-burn-in-test/

Posted by hstha > 2018-05-22 21:45 | Report Abuse

It is not that only KESM has something to do with wafer. All Malaysian semiconductor companies have something to do with wafer.

Posted by aiinvestor > 2018-05-22 21:53 | Report Abuse

Today the Phlx semiconductor index is very bullish. Semiconductor breakout

Posted by hstha > 2018-05-22 22:30 | Report Abuse

CIMB Research does not expect the appreciation in ringgit against US$ to bring material earnings impact to KESM, given that the majority of its transactions are in ringgit.
https://www.thestar.com.my/business/business-news/2018/03/09/kesm-to-post-robust-earnings-until-fy20-says-cimb-research/#YWVdgFYPsTqk3mgB.99

Posted by hstha > 2018-05-22 22:53 | Report Abuse

China will cut the tariff to around 13.8%, the Ministry said, from the current level of 25%, while reducing the levy on imported car parts to 6% from 10%, in an effort to open the market further to foreign competition. The reductions will take effect on July 1, the Ministry said in a statement..

https://www.thestreet.com/markets/china-slashes-auto-import-tariffs-as-trump-s-trade-push-gets-big-early-win-14596825

Posted by hstha > 2018-05-22 22:58 | Report Abuse

Trump retreats from China tariffs amid White House trade discord
https://www.hudsonvalley360.com/article/trump-retreats-china-tariffs-amid-white-house-trade-discord

Posted by aiinvestor > 2018-05-23 08:23 | Report Abuse

The PHLX Semiconductor was up 0.56% yesterday. The US semiconductor index does not have an immediate impact on Malaysian semiconductor stocks, but it will have an impact on Malaysian semiconductor stocks later,so don't ignore the performamce of the PHLX Semiconductor index.

Posted by aiinvestor > 2018-05-23 21:04 | Report Abuse

Buy semiconductor stocks now!

“Nevertheless, traders may look out for trading opportunities within the consumer and technology sectors on the back of zerorisation of the GST and weaker ringgit outlook, respectively,” it said.
http://www.theedgemarkets.com/article/klci-falls-092-indexlinked-blue-...

USDMYR 3.9825
https://www.bloomberg.com/quote/USDMYR:CUR
.

Posted by aiinvestor > 2018-05-23 21:19 | Report Abuse

China Supports Local Semiconductor Firms By Adding Them To Government Procurement List
https://www.chinamoneynetwork.com/2018/05/23/china-supports-local-semiconductor-firms-by-adding-them-to-government-procurement-list

Posted by aiinvestor > 2018-05-23 21:21 | Report Abuse

IC Insights raises semiconductor capex growth forecast for 2018
IC Insights has revised upward its semiconductor industry capex growth forecast for 2018 to 14% from 8%. The industry capital spending is also forecast to exceed US$100 billion for the first time in 2018, according to the research firm.
https://www.digitimes.com/news/a20180522PR202.html

Posted by aiinvestor > 2018-05-23 21:22 | Report Abuse

Nation in big semiconductor push

At least 46 big-budget semiconductor projects are scheduled to be built in China within two to three years, as part of the nation's broader push to reduce reliance on foreign chip manufacturing and design techniques, according to data compiled from local governments' key 2018 project plans.
http://www.ecns.cn/business/2018-05-23/detail-ifyuqkxh5543109.shtml

Posted by aiinvestor > 2018-05-23 23:09 | Report Abuse

Silicon wafers are the fundamental building material for semiconductors, which in turn, are vital components of virtually all electronics goods, including computers, telecommunications products, and consumer electronics.

Posted by aiinvestor > 2018-05-23 23:34 | Report Abuse

MPI's stock price has been already high despite of a recent bad QR announcement. Why? Because outlook of Malaysian semiconductor stocks is good in the second half of the year!!

Posted by tecpower > 2018-05-24 08:03 | Report Abuse

The phlx semiconductor index was up 0.51% yesterday. Very bullish

Posted by tecpower > 2018-05-24 08:23 | Report Abuse

N.American semicon makers posted global billings of US$2.69 billion in April, says SEMI | http://www.klsescreener.com/v2/news/view/382833

Posted by tecpower > 2018-05-24 08:25 | Report Abuse

He pointed out that while investors disliked the uncertainties looming in the market, there were “tremendous opportunities” for value investors, especially in the small and mid-cap sector.

“This opportunity to invest in equities of well-managed companies with viable businesses comes once in every five to six years,” he said.

Posted by aiinvestor > 2018-05-24 17:04 | Report Abuse

The next QR announcement is in one week. Average TP 19.80

Posted by aiinvestor > 2018-05-24 17:08 | Report Abuse

Compared to MPI, Kesm is much more attractive.

Posted by tecpower > 2018-05-24 18:00 | Report Abuse

KWAP has been accumulating Kesm.

24-May-2018 Insider KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (a substantial shareholder) acquired 3,500 shares on 22-May-2018.

18-May-2018 Insider KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (a substantial shareholder) acquired 20,000 shares on 17-May-2018.

16-May-2018 Insider KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (a substantial shareholder) acquired 15,000 shares on 15-May-2018.

Posted by aiinvestor > 2018-05-24 20:40 | Report Abuse

Today Sunright was up 3.52%. Sunrigh was 0.82 on 2 January. Now it is 0.74.

Posted by victory015 > 2018-05-24 22:30 | Report Abuse

The auto tariff imposed by US, how it affects kesm?

Posted by tecpower > 2018-05-25 07:51 | Report Abuse

Kesm's main customers are from the US.

KESM is principally involved in specialized electronic manufacturing activities. More specifically, the company is engaged in providing burn-in services. The company has business dealings with virtually all the American semiconductor manufacturers.
http://www.kesmi.com/activities.html

Posted by tecpower > 2018-05-25 07:59 | Report Abuse

The Phlx semiconductor omdex was up 0.35% yesterday. Very bullish

Posted by aiinvestor > 2018-05-25 08:42 | Report Abuse

https://www.businessinsider.sg/auto-stocks-rally-after-china-says-it-will-reduce-tariffs-2018-5/?r=UK&IR=T

Posted by victory015 > 2018-05-25 16:32 | Report Abuse

Kesm is out of fashion. Only 5700 shares traded today