Posted by neohts > 2022-12-14 10:59 | Report Abuse

https://www.thestar.com.my/business/business-news/2022/12/14/global-semiconductor-equipment-sales-to-hit-record-us1085bil-this-year

PETALING JAYA: Global sales of total semiconductor manufacturing equipment by original equipment manufacturers are forecast to reach a new high of US$108.5bil in 2022, according to US-based Semiconductor Equipment Manufacturers Industry (SEMI).

The forecast is 5.9% higher than the previous industry record of US$102.5bil in 2021.

SEMI said the record high caps three consecutive years of record revenue.

The global total semiconductor manufacturing equipment market is expected to contract to US$91.2bil next year before rebounding in 2024 driven by both the front-end and back-end segments.

“Record fab constructions have driven total semiconductor manufacturing equipment sales to cross the US$100bil mark for a second straight year,” SEMI president and CEO Ajit Manocha said in a statement.

“Emerging applications in multiple markets have set expectations for significant semiconductor industry growth this decade, which will necessitate further investments to expand production capacity.” SEMI said the wafer fab equipment segment, which includes wafer processing, fab facilities, and mask/reticle equipment, is projected to expand 8.3% to a new industry record of US$94.8bil in 2022, followed by a 16.8% contraction to US$78.8bil in 2023 billion before rebounding 17.2% to US$92.4bil in 2024.

Posted by OrlandoOilSemiconIoT > 2022-12-15 11:22 | Report Abuse

Biden has shorten Malaysia tech support services companies lifes to 5 to 10 years by moving TSMC to US?

Posted by NoTimeToTrade > 2022-12-15 14:06 | Report Abuse

They still need us and the rest of the world. Biden is just continuing Trump's Make America Great Again policies but will only harm them more than help them. America can't produce as cheaply as other parts of the world. TSMC USA is just a wayang for Biden's voters

Posted by Phoebe > 2022-12-23 08:02 | Report Abuse

Micron retrenching 10% of their workforce citing weaker PC demand. If not mistaken, Micron is one of MI SMBU customer. Also, China covid case on the rise and it is not looking good. The death rate has increase exponentially and those phot showing the amount of undealt coffin is worrying. They already run out of medicine for flu fever & cough. This is not CNY yet. It is extremely scary.
I think the Ningbo plant will be further delayed with no target date on sight.

Posted by 家俊 > 2022-12-23 11:59 | Report Abuse

1.6 soon

Posted by jonathanlum > 2022-12-23 16:33 | Report Abuse

家俊

1.6 soon

4 hours ago

ppl like to listen good thing. see nobody say you talk nonsense.

Posted by 家俊 > 2022-12-24 19:40 | Report Abuse

Hahaha I know right.
2.00 soon !

Posted by Phoebe > 2022-12-27 14:17 | Report Abuse

I will start buying at RM1.20.

Posted by 8dragon > 2022-12-27 17:47 | Report Abuse

Fair value @ 0.80 ....no prospects

Posted by jonathanlum > 2022-12-28 10:17 | Report Abuse

cyeec2000, please top up again...waiting for you...

Posted by 家俊 > 2022-12-28 10:42 | Report Abuse

Gogogo 1.6 soon!

Posted by 8dragon > 2022-12-28 11:34 | Report Abuse

Hahaha, possibly 0.16 instead of 1.60 ....

Posted by 家俊 > 2022-12-29 16:51 | Report Abuse

based on TA, if it can break 1.38 then got hope. else just down trend all the way, and if 1.38 breakthrough, ~1.55 is the main resistance to break. it has reach ~1.55 since JUN, and failed (end of JUN, end of JULY and end of NOV)

hopefully next year it can break through so that other come online and bash me for mabuk talk. hehe

Posted by 家俊 > 2022-12-29 16:52 | Report Abuse

after that we can only talk about retracement back to 2.7
https://www.tradingview.com/x/Gx2S0DnN/

Posted by 家俊 > 2022-12-29 16:57 | Report Abuse

clearer picture for ur fantasy dream
https://www.tradingview.com/x/vW5RS3VR/

Posted by 家俊 > 2023-01-03 17:41 | Report Abuse

1.22 coming soon

Posted by stainlyho37 > 2023-01-06 16:41 | Report Abuse

after catched KGB 2 days back..looking into MI now !!!

Posted by cyeec2000 > 2023-01-09 12:24 | Report Abuse

Lum: thanks for your lamp guide i already accumulating till 30 percent, by the way rm1-1.30 for me is good buy. Any myth facts would u like to post? waiting your advice

Posted by cyeec2000 > 2023-01-09 12:40 | Report Abuse

by the way i dare to buy at lower price but u didnt dare to make short selling today, what a joke..

Posted by 家俊 > 2023-01-09 14:51 | Report Abuse

woo hoo, 1.35 today. happy !
after cny 1.6!

Posted by 家俊 > 2023-01-16 11:39 | Report Abuse

1.55 gogogo ~.~

Posted by 8dragon > 2023-01-17 11:08 | Report Abuse

Will fall to 1.20 in near term....

Posted by 家俊 > 2023-01-17 11:15 | Report Abuse

woi. dont break their sweet dream.
lets just fantasize along with them!
lets go 1.6~~~

Posted by Cakes Moon > 2023-01-30 09:17 | Report Abuse

Super cheap!!!
Buy now!!!

Posted by Shines > 2023-01-31 18:20 | Report Abuse

Mi lagi basi

Posted by jonathanlum > 2023-02-02 10:27 | Report Abuse

many tech already recover and going back to their old high price...
mi old high price is 5.5....today..the price is 1.5.....still very very far....
better use the fund to park at other potential stock first...once mi active back...we comes back...
smart ppl know how to flow the cash....

Posted by stockraider > 2023-02-02 10:55 | Report Abuse

Very good investment mah!

Posted by 家俊 > 2023-02-03 11:44 | Report Abuse

key moment,
will it filp ?
https://www.tradingview.com/x/WcmbBowc/

Posted by Peteryy > 2023-02-05 06:12 | Report Abuse

Red carpet already prepared waiting for MI to come back.....

Posted by 家俊 > 2023-02-08 15:51 | Report Abuse

1.73 or habis cerita

Posted by 家俊 > 2023-02-10 10:04 | Report Abuse

Uptrend d. No lost hope!

Posted by VincentTang > 2023-02-10 16:19 | Report Abuse

Sold all MI at 1.55. Expected MI coming quarter result will be bad which will be released on 21 Feb 23.

Posted by stockraider > 2023-02-11 09:48 | Report Abuse

Coming result will be good loh!

Posted by Shines > 2023-02-11 16:49 | Report Abuse

1 say bad the other 1 say good, which is which

Posted by Income > 2023-02-11 17:37 | Report Abuse

Mee Wantan satu

Posted by 家俊 > 2023-02-11 18:40 | Report Abuse

Sure is good! No bad thing in this stock!
All good

Posted by Income > 2023-02-12 05:11 | Report Abuse

Mi goreng satu

Posted by skyjet > 2023-02-12 23:23 | Report Abuse

Aemulus 最近出了一个业绩报告 -
出现了亏损 - 主要原因是由于客户扩张步伐放缓，预计半导体行业放缓以及本季度交付延期的客户谨慎资本支出支出 ；
加上中国那里Q4 22 是处在一个封城的阶段 -

在展望里 - 公司短期是蛮悲观的 - 预期需要3-6个月的冲缓期来调解或是去库存周期 -
所以业绩公布后一开市 公司就下跌了 -

除了aemulus 下跌 - 市场开始也担心其他有做中国市场和手机市场的公司 - 如Mi technovation 也会出一个不好的业绩 -
所以今年MI 也预期的下跌 -
同样也是ATE ; 同样也是有在中国做生意 + 手机的生意也不少 - 大家就会解读为一样的公司 - 应该业绩不会好 -

Posted by brandon99 > 2023-02-14 10:36 | Report Abuse

Pandemic boosted sales in tech gadgets in 2020-2021.
Retreat of pandemic caused a plummet in sales in tech gadget since 2022.

It's more like a prosperity of tech company in 2020-2021, and reverse of that in 2022 onwards. We may hit a bottom soon or we are already at the bottom depending on the revenue trend of tech companies.

It's like a recession in tech companies. Question now is whether the recession in tech can stir up ripple effect in other sectors. Or the recovery from pandemic is on its way to all sectors.

Posted by 家俊 > 2023-02-15 15:03 | Report Abuse

MI. time to RISE AND SHINE

Posted by Shines > 2023-02-19 16:43 | Report Abuse

I see also not good la, hopefully is not loss, lower profit ok

Posted by LouisLim > 2023-02-19 17:51 | Report Abuse

I believe semiconductor stocks will report lower profit, to be safe, avoid semiconductor stocks for time being.

Posted by 家俊 > 2023-02-20 11:48 | Report Abuse

all in lo. wait what. call ur friend and relative help them buy more !

Posted by Shines > 2023-02-20 13:02 | Report Abuse

MNC got VSS, this will affect Tech Stocks?

Posted by tts752 > 2023-02-21 15:01 | Report Abuse

Vrooooom Engine started

Posted by monetary > 2023-02-21 17:20 | Report Abuse

Share buy back again.

Posted by goody99 > 2023-02-22 13:32 | Report Abuse

This stock does not drop much compared to most tech stocks. Is it because its quarterly report is good? Let us wait...

Posted by nicholas99 > 2023-02-22 13:34 | Report Abuse

red 3% already..

Posted by Shines > 2023-02-22 14:12 | Report Abuse

Yes from the price movements, look like qr rpt should be ok

Posted by trustmenojoke > 2023-02-22 15:49 | Report Abuse

666