KESM Industries its business through segments that are Burn-in, Testing, and Electronic Manufacturing Services. It also provides tape and reel assembly. The company’s products are used by the semiconductor industry.
KESM is the largest independent burn-in and test services provider in Malaysia, serving the world’s leading semiconductor manufacturers. KESM Group also provides electronic manufacturing services primarily to original equipment manufacturers “OEM”, original design manufacturers “ODM” in the computing, industrial, communications and consumer markets.
KESM Testa semi-conductor testing facility to add value in services to customers worldwide, and commenced operations in December 1995. KTM offer Digital, Analog, Mixed Signals, MCUs, Power Management, MEMS Sensors (Gyrometer, Accelerometer, Magnetometer, Pressure), etc. Provides test strategy solutions to our customers enabling them to focus on their products instead troubleshooting test hardware, software and other test issues . Flexible manufacturing strategy helps ensure we can consistently deliver the quality products on time. Test Engineering support and Test Development team are committed to offer test solutions beyond our customer’s expectations.
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.
Semiconductor burn-in services Electrical testing of semiconductor IC Tape and reel assembly BURN-IN
The production of semiconductor devices is ever increasing and creates a continuous flow of demand for burn-in. An integrated circuit may be defective at the time it is produced or it may have a latent defect which permits it to operate according to specifications for a period of time but eventually causes it to fail. Burn-in is a process of stressing semiconductors to weed out potentially weak circuits. The technique involves subjecting a device to heat and voltage stress for several hours or days and exercising it through the limits of its electrical performance. The only effective method of assuring high reliability of semiconductor is to perform burn-in.As the demand for telecommunications, computers and consumer electronics increases, the wide range of assemblies become ever increasing.
GAINERS702..KESM is riding high on the upturn in automation of vehicles .Newer versions of vehicles are equipped with more electronics components. It's the future in automobiles n equipments.
As reported, KESM current utilization is only 20-30%. But they doing expansion by building new plant in Melaka...With this expect KESM is preparing for future prospects or maybe they already have somethings in hand. Think about it.
Same to MPI and other semi-con related industries, the share price has something hints to incoming EV demand on the supplies. Current PE is based on previous sales, but its future needs to refer to those future demand can refer to those EV makers...share price may reflect in advance.
look further dude, EV car, Autonomous car, 5G, AI, Robotic, VR/AR trends have just begun and they are only in their infancy stage, tech stocks will become 5 times or even higher in 10 years times
Affin Hwang Capital maintains 'overweight' call on technology sector
Therefore, he raised his target prices (TPs) for Inari Amertron Bhd (TP: RM5.17), Malaysian Pacific Industries Bhd (TP: RM41.50), Unisem (M) Bhd (TP: RM8.50) and KESM Industries Bhd (TP: RM20.60).
Perhaps TP20-30 is just a starting. EV market is still new and potential is huge as one EV contains many electronic devices. KESM building new plant expect they already have something in hand...
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....
NeverLie
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Posted by NeverLie > 2021-01-11 17:06 | Report Abuse
RM40 in 2 years