Posted by enigmatic [Breaker of Speculative Investing] > 2019-08-20 15:57 | Report Abuse

Really? I'd wait a few months before putting my faith in semiconductor stocks. Current market isn't turning optimistic on semiconductors.

Posted by value88 > 2019-08-20 16:03 | Report Abuse

5G is indeed the trend for near future. I have been busy buying 5G related stocks during depressed period in past few months :)

Posted by value88 > 2019-08-20 16:04 | Report Abuse

The wave is going to be huge, the clearer effect should be in year 2020 and the momentum should start in 2H 2019.

Posted by value88 > 2019-08-20 16:05 | Report Abuse

If u look at Taiwan stock market, the most bullish stocks there are 5G related.

Posted by Up_down > 2019-08-20 16:25 | Report Abuse

5G is going to be huge in future but Malaysia OSAT players are mostly targeting their largest customer, Apple. Apple will only roll out 5G iPhone in 2020. They are out of Huawei ecosystem. What a pity. Huawei is expected to speed up infrastructure installation in China. Oppo & Xiaomi hav launched their 5G phones. The Edge said that Malaysia ATE companies might be benefited but most of the companies have reported lower turnover other than Penta.

Posted by 3iii > 2019-08-20 16:29 |

Post removed.Why?

Posted by value88 > 2019-08-20 17:09 | Report Abuse

The effect of 5G boom will not be seen so soon in Bursa stocks. As said, the momentum starts in 2H 2019. This means we may see gradual improvement in end Nov'19 when July-Sept'19 quarterly result is announced. The more obvious effect will be seen in year 2020 onwards.
Besides, 5G is not just benefiting smartphone related companies, many technology stocks (just refer to article above) will be benefited by this 5G wave. It is a mind-blowing technology development, otherwise, US won't be so afraid of Huawei. Who dominates 5G will nominate future technology world.

Posted by qqq3 > 2019-08-20 17:10 | Report Abuse

any respectable technology shares in Malaysia with own R & D?

Perhaps, Vitrox, Penta...not many others................

Posted by value88 > 2019-08-20 17:11 | Report Abuse

The 2Q19 quarterly result for technology stocks to be announced by this end Aug'19 will mostly be poor or so-so. What we are looking forward to is 2H2019 and beyond.

Posted by qqq3 > 2019-08-20 17:13 | Report Abuse

Malaysian economy same like HK economy....trapped in properties and banking economy......


not able to innovate..............

Posted by qqq3 > 2019-08-20 17:15 | Report Abuse

https://klse.i3investor.com/blogs/qqq3/220495.jsp

Posted by Icon8888 > 2019-08-20 17:41 | Report Abuse

Go overseas. I punted big time on Taiwan Semiconductor TSMC

It is a Huawei Apple AMD Xilinx etc etc proxy

It eats all



Up_down 5G is going to be huge in future but Malaysia OSAT players are mostly targeting their largest customer, Apple. Apple will only roll out 5G iPhone in 2020. They are out of Huawei ecosystem. What a pity. Huawei is expected to speed up infrastructure installation in China. Oppo & Xiaomi hav launched their 5G phones. The Edge said that Malaysia ATE companies might be benefited but most of the companies have reported lower turnover other than Penta.
20/08/2019 4:25 PM

Posted by Icon8888 > 2019-08-20 17:43 | Report Abuse

Like you mentioned, 5G theme has already started overseas Taiwan US etc

Posted by Icon8888 > 2019-08-20 17:49 | Report Abuse

TSMC July sale 700 bil TWD per month

But because of 5G, sales in October November and December will be 1 bil TWD per month

The growth is already here

Posted by qqq3 > 2019-08-20 18:04 | Report Abuse

Trump's technology war means TSMC is the best share in the world......................

Posted by Up_down > 2019-08-20 18:08 | Report Abuse

TSMC is giant blue chip so we can't punt growth stock like what we do in KLSE.

Posted by Icon8888 > Aug 20, 2019 5:49 PM | Report Abuse

TSMC July sale 700 bil TWD per month

But because of 5G, sales in October November and December will be 1 bil TWD per month

The growth is already here

Posted by Icon8888 > 2019-08-20 20:11 | Report Abuse

It is a blue chip that is about to grow like a 16 years old

Posted by supersaiyan3 > 2019-08-20 20:22 | Report Abuse

Good one. There hasn't been a great article like this one for a long time.

Posted by Icon8888 > 2019-08-20 20:38 | Report Abuse

Memory firms expect explosive growth from 5G starting 2020
Siu Han, Taipei; Willis Ke, DIGITIMES Tuesday 13 August 2019 0 Toggle Dropdown
Despite lackluster memory demand likely to persist till the end of 2019, the memory industry is expected to see a brighter prospect starting 2020 when 5G services kick off commercial runs driving the popularity of 5G terminal devices that will in turn generate strong growth for memory products, according to industry sources.

The sources said that the 5G commercialization will stimulate upgrades of datacenter servers, and the resultant strong demand for high-capacity server memory will come first to bail the memory industry out when operators move to accelerate establishment and expansion of datacenters.

The sources said the Tokyo Olympics 2020 and the commercialization of 5G services will trigger a positive cycle of investment expansion, stimulating buying sentiment at the consumer end and prompting telecom operators and web service firms to increase their investments in datacenters by 3-4 folds to support the use of 5G mobile devices.

Sumit Sadana, executive vice president and chief business officer at US-based Micron Technology, said that his company will zero in on business opportunities from the ever-growing 5G, AI, IoT and autonomous driving applications, which will create new business models and spur upgrades in memory and storage solutions.

For mobile devices to fast transmit data on 5G bandwidths, high-performance DRAM and NAND flash products will be badly needed along with a new wave of replacement demand for 5G smartphones. In this regard, Micron estimates smartphone storage capacity will sharply expand from 512GB in 2019 to 1TB by 2021 when data transmission speed hits 20Gbps.

Taiwan memory firms revving up deployments

To cash in on immense 5G-driven business opportunities, Taiwan's memory supply chain is also aggressively proceeding with relevant deployments.

Nanya Technology president Pei-Ing Lee said that 5G commercialization will bring two major impacts on the memory market. First is that mobile devices will require bigger memory capacity support. Some flagship smartphones launched so far in 2019 come with 12GB memory, and some midrange models with 6-8GB. Second is that demand for network devices including routers, servers and cloud computing solutions will grow sharply. Accordingly, Nanya started small-volume server memory shipments in the first half of 2019 and will ramp up shipments in the fourth quarter, expecting the shipment ratio for such memory to reach 10% in 2020.

Macronix is eyeing the first wave of 5G opportunities from femtocells, which will grow exponentially in number, and it is cooperating with vendors of network equipment, APs, routers, and Internet of Vehicles (IoV) equipment to jointly tap the opportunities. Macronix is optimistic about strong demand for high-capacity NOR memory products, bolstered by a spate of new applications created by V2X (vehicles to everything).

Meanwhile, Winbond has recently released its 2Gb NAND+2Gb LPDDR4x MCP (multi-chips package) modules to support the operation of high-speed 5G terminal devices,

Innodisk chairman Randy Chien said his company expects to have as many as 300 AIoT clients by the end of 2019, up from less than 100 in 2018, ready to embrace drastic business expansion after 5G commercialization kicks off in 2020.

Adata Technology chairman Simon Chen noted 5G, AIoT and telematics will be the three major growth drivers for the global memory market starting 2020, with demand to explode in 2021-2022 in the largest-ever bull market for memory.

Posted by (HK1997 again) Philip > 2019-08-20 22:16 | Report Abuse

Here is my take on 5G after some further reading.

5G isn’t one technology, but a complex collection of technologies, many of which have not been sorted out by the standards bodies.

In general, however, it’s helpful to oversimplify the explanation about how 5G works. So here goes.

The technologies behind 5G enable the use of very high frequencies. The higher the frequency, the shorter the wavelength. Shorter wavelengths enable faster speeds and lower latency.

But there’s the catch: With shorter wavelengths, the distance between the device and the “tower” has to be much shorter, and the signal has a harder time penetrating through materials such as walls and trees. To get around those obstacles, companies need to deploy vastly more towers than existing technologies do. And companies such as Verizon are using beamforming to direct signals around objects and toward devices.

In order to have reasonable coverage, providers have got to build 5G antennas and towers all over the place, and very close to users. It’s time-consuming and expensive to place these devices everywhere, so the rollout will be slow and uneven.

Because 5G connections suck more power, the chips that power 5G will be designed to favor 4G and kick into 5G mode only when the application demands high bandwidth.

In essence, 5g will take a lot longer ( 10 years+) to really get things together before it becomes something really useful.

We will probably need to wait a lot longer before you can move everything into the cloud and start buying rm50 smartphones ( which only need screen and sound), get smart car access everywhere and all those IoT dreams like Ironman movies.

In essence the jump from 2g to 3g to 4g is quite similar (upgrading of existing cell tower equipment) I know this because I just installed a signal booster in mukah water treatment plant that gave me strong celcom connection locally. It's basically the same device

But the jump from 4g to 5g is on an entirely different scale altogether. It's almost an entirely new technology all together. I'm not sure who will actually be the beneficiary of the new technology or which company will actually be profitable from it long term.

Posted by miketyu > 2019-08-20 22:25 | Report Abuse

mind to enlighten which semicon is related to 5G besides inari and penta?

Posted by michaelwong > 2019-08-20 23:45 | Report Abuse

A new version in high speed internet technology around the globe that can benefitted many semiconductor stakeholders . Dufu share price has been performing impressively of late not to mention those under Forbes list unisem, vitrox and etc .

Posted by qqq3 > 2019-08-20 23:56 | Report Abuse

Posted by (HK1997 again) Philip > Aug 20, 2019 10:16 PM | Report Abuse


But the jump from 4g to 5g is on an entirely different scale altogether. It's almost an entirely new technology all together. I'm not sure who will actually be the beneficiary of the new technology or which company will actually be profitable from it long term.
======

Philips has a good balanced take on 5G.

Magic will happen in China.....for Malaysia, it be be a long time.

Posted by qqq3 > 2019-08-20 23:59 | Report Abuse

memories and chips....Trump's technology war with China means every thing is up for grabs.....but TSMC seems poised to benefit the most..........

Posted by GreenTrade > 2019-08-21 01:54 | Report Abuse

Google: Theta Token

Current price $0.12

I believe that this Digital Asset will rise up to $12 in near future.

Due to 5G / Video Streaming / VR and many more.

The world needs so much more bandwith but is unable to cope with it.

Theta is the solution.

https://web.facebook.com/Greentrades/

Good Luck

For more info, do hit me up on my fb page or number :)

Posted by UnicornP > 2019-08-21 08:59 | Report Abuse

HDD manufacturer -> Notion Vtec -> Expect mass production in 2020.

Posted by qqq3 > 2019-08-21 11:20 | Report Abuse

TSMC....did u buy from Taiwan stock exchange or from NYSE depository receipt?

Posted by qqq3 > 2019-08-21 11:23 | Report Abuse

whether 5G or memory chips, Bursa shares don't work the way u expect..................................

Posted by qqq3 > 2019-08-21 13:36 | Report Abuse

my own experience...foreign shares not suitable for me.........too much leakage, transaction costs...........

Posted by Icon8888 > 2019-08-21 13:56 | Report Abuse

I bought using my local broker account

Just choose NYSE instead of Bursa

I click buy and sell just like I buy Vitrox

Posted by Icon8888 > 2019-08-21 14:03 | Report Abuse

TSMC to see revenues surge in 2020
Monica Chen, Hsinchu; Jessie Shen, DIGITIMES Wednesday 21 August 2019 0 Toggle Dropdown
Growing chip demand for 5G- and AIoT-related applications will boost TSMC's revenues for 2020, which are expected to climb over 10% on year, according to industry sources.

TSMC is also set to generate record-high profits next year, driven by growing sales from 7nm and more advanced process technologies, the sources indicated.

TSMC should be able to see its revenue growth continue to outperform the industry average this year, said the sources, adding that the pure-play foundry is expected to post a slight revenue increase in 2019.

Nevertheless, TSMC is unlikely to post another year of record-high profits this year, due to lower-than-expected profits during the first half of the year, the sources continued.

TSMC has started volume production of chips built using N7+, the foundry's first process node with EUV lithography, since the second quarter of 2019. Huawei, Apple, AMD and Qualcomm are reportedly among TSMC's EUV customers.

TSMC's N7+ node is believed to be more competitive than rivals' due to higher and more stable yield rates, the sources believe.

In addition, TSMC has introduced its 6nm process incorporating EUV with risk production scheduled for the first quarter of 2020. Target applications include high-to-mid end mobile, consumer applications, AI, networking, 5G infrastructure, GPU, and high-performance computing.

As for TSMC's 5nm process technology, regarded by the foundry as "a large and long-lasting node," volume production is slated to kick off during the first half of 2020. Apple is reportedly among the first customers adopting the foundry's 5nm EUV process.

Demand for TSMC's EUV processes is set to become robust starting 2020, when 5G commercialization kicks off, according to market watchers. The availability of 5G networks will be driving chip demand for various terminal devices ranging from network equipment, smartphones, IoT, HPC to automotive.

TSMC CFO Lora Ho said at the company's investors meeting in July that the foundry expects to post an around 18% sequential increase in third-quarter revenues, thanks mainly to growing demand coming from the smartphone and IoT sectors. Ho continued that she believes the fourth quarter will be an even stronger quarter for TSMC, as chip demand for smartphones continues to ramp up coupled with a pick-up in demand for HPC applications.

Posted by Icon8888 > 2019-08-21 14:05 | Report Abuse

You probably do not understand how strong TSMC market position and prospect is, there is why you are not so passionate

I bet quite big. 10% of my portfolio

Posted by Icon8888 > 2019-08-21 14:07 | Report Abuse

I describe TSMC as Low potential return but high probability of successs

I will be happy with 50% return in three years

Posted by qqq3 > 2019-08-21 14:22 | Report Abuse

I already read TSMC 7nm chips more advanced than Intel.........and if US cannot sell to Huawei, who they turn to ? TSMC, of course........

Posted by mcmann > 2019-08-21 14:26 | Report Abuse

Thanks Icon8888 will study TSMC

Posted by mcmann > 2019-08-21 14:26 | Report Abuse

apart from TSMC what are local company will benefit from this 5G era ?

Posted by Icon8888 > 2019-08-21 14:31 | Report Abuse

Huawei currently has its own chips

It doesn't need US to sell to it

But it purposely reserve 60% for US companies (consider that as protection fee ?)

If US doesn't want to sell them, they will go to TSMC to produce the remaining 60% using their own chip design

Posted by qqq3 > 2019-08-21 14:43 | Report Abuse

y Icon8888 > Aug 21, 2019 2:31 PM | Report Abuse

Huawei currently has its own chips
==========

There is a wide range and variety of chips....Takes many years before Huawei is self sufficient............

Posted by Icon8888 > 2019-08-21 15:00 | Report Abuse

They can live without US chips, but will have to sacrifice some performance

For example, if they can't get Qualcomm latest modem chips , they won't go bust. They can use back their own less efficient chip, but probably need to add some cooling mechanisms

So it still will work, but might be a bit more bulky

That is the way I understand it

Posted by qqq3 > 2019-08-21 15:02 | Report Abuse

Taipeh stock exchange stock code 2330.........

I have to buy through HK........

NYSE depository receipt, what is the stock code?

Posted by qqq3 > 2019-08-21 15:12 | Report Abuse

I am a trader.....for traders, Bursa is enough....other exchanges too much leakages, double commissions and forex....as a trader, London biscuit drop to 11 , now 14 , I got too much at 16, dare not average at 11.............


For investors who keeps a couple of years, transaction costs are not relevant.....................

Posted by qqq3 > 2019-08-21 15:13 | Report Abuse

what about Frontken? Can do research on Frontken........?

Posted by UnicornP > 2019-08-21 16:08 | Report Abuse

So far 5G hot stocks : OSAT(Inari), ATE(Penta, Vitrox), Semicon back-end(Frontkn), HDD(Dufu, Notion).

Posted by mcmann > 2019-08-21 20:35 | Report Abuse

thanks unicorn

Posted by Andre Kua > 2019-08-22 08:09 | Report Abuse

Even though 5G is the next big thing, I dont see there would be drastic action in the next 2 years at the very least.

Unless you are really a geek, you probably have no idea what 5G really is all about except that you know its great in speed. In reality, it is a bit more complex than that. 5G technology is so different than 4G that it poses technological challenges that 4G dont face. The biggest one would be coverage. It operates on a much higher frequency band and as with higher frequency band, the signal dont travel a great distance. Higher frequency also have harder time penetrating materials.

Hence I think for certain countries (I think Malaysia included), you will only get 5G in dense area like city center, universities or government buildings. 5G would benefit since the deployment area is not too big and have huge users to utilize the additional bandwidth gained with 5G. Whereas for the rest, we will most probably be stuck with 4G for 2-3 more years until they made a huge step forward to increase the range of the tower as well as reducing the cost of the equipment even further. As for now, I think only certain countries will be benefiting from 5G roll out.

Posted by UnicornP > 2019-08-22 10:48 | Report Abuse

But all the semicon bosses very upbeat of the 5G business prospect wor. Who are we to oppose? If you scared you wait and see the next quarter earnings only decide lo. They say 2019 second half business will rebound strongly.

Posted by laychee > 2019-08-22 11:09 | Report Abuse

So far no one talks about the companies that preparing to make money from this big pie.

Tun M visit to China is making 5G a viable upgrade.

But Malaysians will be using it to download movies instead of performing surgical operation during vacation far away from hospital.

Posted by Andre Kua > 2019-08-22 11:20 | Report Abuse

South Korea, Taiwan, Singapore and China (& HK) probably the first few to adopt it since tech is home grown and easy approvals from government.

As for others, I would say wait and see. Telecommunication industry is heavy reliant on frequency band bidding and allocation.

Posted by UnicornP > 2019-08-22 11:36 | Report Abuse

5G means the need to start making new mobile phones(Apple, Samsung). Making new mobile phones means the need to make new chips(TSMC,Micron) and test it(Inari,MPI). Making new chips means the need to make machines(Vitrox, Penta). Make machines means the need to maintain the machine(Frontken). New internet speed means the need to make new computer and thus hard-disk(Dufu) and gaming chips too(Nvidia).

Posted by UnicornP > 2019-08-22 11:57 | Report Abuse

Then Andre you lucky liao. Inari and Penta's biggest market is Singapore. Vitrox's is China. Frontkn's is Taiwan.