KLSE (MYR): INARI (0166)
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Last Price
3.03
Today's Change
-0.03 (0.98%)
Day's Change
3.03 - 3.08
Trading Volume
9,695,600
2024-04-26
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i3lurker
13,606 posts
Posted by i3lurker > 2022-03-22 22:12 | Report Abuse
Hello!!!! => the Bust Cycle had arrived
its just plain mathematics
a new High Numerical Aperture ASML machine cost USD300 million each and its all pre-booked with Intel getting the first production unit
and total investment = USD 5 Trillion over a period of 5 years
=> it means USD5,000 Billion in case you are not sure
it means RM21,000 Billion worth of Global capacity to produce chips of less than 3nm
compare side by side
INARI investment RM1 Billion vs Global capacity RM21,000 Billion
pre-booked machines
pre-designed chips
pre-sold production
the chip product lifecycle for the next five years is 3nm or less