Posted by YiStock > 2018-04-27 19:53 | Report Abuse
penta is supplying equipment to ams/heptagon. I believe also supply to gtronic. While equipment supply is less sensitive to end product demand cycle, therefore current slow demand on sensor will affect gtronic more in short term. Penta will less like affected and should continue to supply equipmenet based on order. Obviously AMS need to quickly ramp up production to standby for 2H.
Posted by Abismail > 2018-04-27 20:00 | Report Abuse
https://www.bloomberg.com/news/articles/2018-04-24/apple-supplier-ams-s-outlook-spurs-fears-of-weak-iphone-x-demand
penta customer
Posted by YiStock > 2018-05-02 12:39 | Report Abuse
No result.
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CS Tan
4.9 / 5.0
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....
value88
711 posts
Posted by value88 > 2018-04-27 17:20 | Report Abuse
If sensor market is going to have tremendous growth rate as u found out above, why not invest into Globetronics which produces the sensors for AMS/Heptagon ? Isn't Globetronics can benefit directly and more from the growing sensor market ?