If Dnex secured NIISS, Management has to raise RM400mil minimum thru RI ( maybe 50sen ) About 800mil shares added to current 3.4bil----DonT eat to many " hard boiled Egg "---Dnex technology is only 28nm, current IC boom is 2nm and TMSC spend $800 Bil to develop 2nm ( about RM3.7 Trillion )
As far as I know, 70% semi conductor global demand is 28 nm or bigger. 3nm is for less than 5% of the global demand. DNeX can only aim at those matured semi conductor's market. With the sanctions from US and EU to China, Malaysia will benefit from it.
There is a difference for YTLPower with Nvidia. YTLPower is Nvidia's client. The plant is located in Johor. We are still waiting for the Semi-conductor Hub in Selangor that the Google has announced USD2 B investment over the next 10 years.
The prospect of DNeX is bright. There are many possibilities. Which path to take and who can make that decision is the so callled the "problem". One possibility is to list "Ping' and "Silterra".
Once TMSC perfected Wafer for 2nm Transistor, 28nm Transistor will be like yesterday Black/White TV vs 50inch OLED TV today ( will happen in 3 years ) Why used 28nm, when 3--7nm is much Cheaper---Car Display Panel almost "Function" like a LapTop
Do you know the difference in price for a 3nm as compared to 28nm semi conductor? Please look into the 70% semi conductor global demands are for what industries and when will the 3nm will be cheaper than the 28nm? years to come because the EUV from ASML are too expensive. May be wait till China can produce the EUV.
normal ppl only know 2nm, 3nm 7nm 28nm.... The real secret lies within "Silicon Photonics". this is crucial component for AI data center. and think about why DNEX cooperate with china and hon hai on this "TECHNOLOGY".
NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS) : FUND RAISING DAGANG NeXCHANGE BERHAD ("DNeX" OR THE "COMPANY") PRIVATE PLACEMENT OF UP TO 10% OF THE TOTAL NUMBER OF ISSUED SHARES OF DNeX ("PRIVATE PLACEMENT")
Many DNexers lost their pants hoping for the best. Don’t put too much hope on Dnex. There are other counters in Bursa with equally good prospects or even better ones. Amongst highest volume for the week but up just a sen or two. Not an encouraging sign. Poor management. Not visionary. Anyway, best wishes to DNex loyalist. If DNex misses Niise then better switch to other counters
NIISE is nothing, thing is FOXCONN NVIDIA PROSPECT. MALAYSIA IS one of the best location set for AI DATA CENTER. DNEX will be benefited from FOXCONN COLABS
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....
anson938
2,019 posts
Posted by anson938 > 2024-06-06 09:15 | Report Abuse
Anytime dnex will go over 0.50 cents