Posted by stockraider > 2021-09-27 09:30 | Report Abuse

Insas alot to catch up with inari mah!

Now is better to buy insas instead of inari loh!

Safer & potential of insas is higher in terms of potential % gain mah!

U think lah...if u as a silly inari shareholders...how much u can buy & hold inari leh ??

The most is between 20k to 300k of inari....but insas has 545m of inari share to sell woh !

Thus u must pray that insas will also go up together with inari...base on common share prosperity mah!

If not insas sell inari....inari cannot go up mah!

Posted by kong73 > 2021-09-27 10:01 | Report Abuse

Beware of semiconductor top global companies building fab capacity in USA. Intel, TSMC and Samsung that will create a glut in microchips.

Posted by kong73 > 2021-09-27 10:03 | Report Abuse

Hsinchu, Taiwan, R.O.C., May 15, 2020 – TSMC (TWSE: 2330, NYSE: TSM) today announced its intention to build and operate an advanced semiconductor fab in the United States with the mutual understanding and commitment to support from the U.S. federal government and the State of Arizona.

This facility, which will be built in Arizona, will utilize TSMC’s 5-nanometer technology for semiconductor wafer fabrication, have a 20,000 semiconductor wafer per month capacity, create over 1,600 high-tech professional jobs directly, and thousands of indirect jobs in the semiconductor ecosystem. Construction is planned to start in 2021 with production targeted to begin in 2024. TSMC’s total spending on this project, including capital expenditure, will be approximately US$12 billion from 2021 to 2029. This U.S. facility not only enables us to better support our customers and partners, it also gives us more opportunities to attract global talents. This project is of critical, strategic importance to a vibrant and competitive U.S. semiconductor ecosystem that enables leading U.S. companies to fabricate their cutting-edge semiconductor products within the United States and benefit from the proximity of a world-class semiconductor foundry and ecosystem.

TSMC welcomes continued strong partnership with the U.S. administration and the State of Arizona on this project. This project will require significant capital and technology investments from TSMC. The strong investment climate in the United States, and its talented workforce make this and future investments in the U.S. attractive to TSMC. U.S. adoption of forward-looking investment policies to enable a globally competitive environment for a leading edge semiconductor technology operation in the U.S. will be crucial to the success of this project. It will also give us the confidence this and other future investments by TSMC and its supply chain companies will be successful.

In the United States, TSMC currently operates a fab in Camas, Washington and design centers in both Austin, Texas and San Jose, California. The Arizona facility would be TSMC’s second manufacturing site in the United States.

Posted by kong73 > 2021-09-27 10:09 | Report Abuse

Samsung Foundry, the world's second largest contract maker of chips, is another foundry to build a leading-edge fab in the USA The company's Project Silicon Silver manufacturing facility in Texas will cost over $17 billion and is projected to be larger when compared to TSMC's fab in Arizona. It remains to be seen which process technology SF plans to use at the fab, but one of the options is its 3 nm MBCFET-based leading-edge node. Meanwhile, it is unclear whether Samsung is seeking to build chips for the USA government agencies.

While the USA government would prefer to help local chipmakers, such as Intel or GlobalFoundries, its initiatives to assist production of chips in the country have so far gathered significant interest from Taiwan-based TSMC and South Korea-based Samsung. In any case, it looks like the plan to bring leading-edge semiconductor manufacturing back to the USA works and a $27 million planned investment is a good proof of that, depending on tax abatements throughout the process.

Posted by stockraider > 2021-09-27 10:10 | Report Abuse

If u do not believe insas potential better do not touch inari mah!

Posted by kong73 > 2021-09-27 10:13 | Report Abuse

Inari is dependent on a few american and European customers and faces the biggest risk expose to global cyclical industry when the upcoming global glut of microchips start to trigger price war among the top 3 global companies

Posted by awesometrader > 2021-09-27 10:30 | Report Abuse

Well, you say it yourself, 2024. Chip shortage is expected to last until 2023.

Building a new fab is capital intensive, not mention needing lots to human capital. Why didn't Malaysia make a fab? haha

Posted by azee > 2021-09-27 10:34 | Report Abuse

https://klse.i3investor.com/blogs/IR4Revolution/2021-09-23-story-h1571701725-Integrated_Circuit_chip_DNEX_KEYASIC_INARI_MPI_UNISEM.jsp

Posted by richardsharing > 2021-09-27 11:09 | Report Abuse

@stockraider , here is not Insas place so go back to your place. good luck to your investment

Posted by stockraider > 2021-09-27 11:12 | Report Abuse

Rubbish lah!

Inari is an associate of insas mah!

Thus this is one of the place for insas loh!

Lu tau boh ?


Posted by richardsharing > Sep 27, 2021 11:09 AM | Report Abuse

@stockraider , here is not Insas place so go back to your place. good luck to your investment

Posted by stockraider > 2021-09-27 11:22 | Report Abuse

Better profit opportunity if switch to insas mah!

Posted by HamsterHuat > 2021-09-27 11:53 | Report Abuse

Hail Inari...
Insas pergi jauh jauh....

Posted by richardsharing > 2021-09-27 11:59 | Report Abuse

@stockraider such a childish newbies, nvr mind, if you want to stay then just stay

Posted by Investoinvest > 2021-09-27 16:06 | Report Abuse

Wake me up when September ends.it has been awhile since i dropby. Just curious Where's gooshen??

Posted by 3ternity > 2021-09-27 16:17 | Report Abuse

Gooshen case gone, new trend is Insas promoter ...

Posted by stockraider > 2021-09-27 16:30 | Report Abuse

Go inari..!!

Go Inari...!!

Posted by Investoinvest > 2021-09-27 16:58 | Report Abuse

@3ternity LOL oh finally he's gone,thanks ya

Posted by Bgt 9963 > 2021-09-27 17:07 | Report Abuse

Profit taking...!

Posted by HamsterHuat > 2021-09-27 17:14 | Report Abuse

ala.....Inari juddering.....ini mesti Insas punya shareholder selling parts of Inari...
Kerbau pendek ini Insas....Otak kosong

Posted by Targeted > 2021-09-28 11:57 | Report Abuse

Foxconn still up today...

Posted by HamsterHuat > 2021-09-28 12:07 | Report Abuse

no eye see...wait for next Wave.....meanwhile...makan popcorn dulu

Posted by HamsterHuat > 2021-09-28 12:08 | Report Abuse

As long China people madly scrambling for new iphone year in ...year out....

Buylah Inari for long term

Posted by richardsharing > 2021-09-28 12:18 | Report Abuse

kunshan factories shut down until end of the month

Posted by richardsharing > 2021-09-28 12:20 | Report Abuse

https://pandaily.com/power-crunch-causes-key-suppliers-of-apple-and-tesla-to-stop-production-in-eastern-chinas-jiangsu-province/

Posted by HamsterHuat > 2021-09-28 15:41 | Report Abuse

Insas lagi...must be panicking selling Inari.
hahaha

Posted by stockraider > 2021-09-28 15:46 | Report Abuse

WHAT HAPPEN TO INARI LEH ??

WAKE UP! WAKE UP! WAKE UP MAH!

Posted by newbie8080 > 2021-09-28 15:50 | Report Abuse

@richardsharing

Inari's factory in Kunshan is only 4,650 sqm so the capacity for production is also very limited.

Compared that with Msia's + Philippines total factory size 111,722 sqm.

In other words, China size and capacity to production is only 4%.

You may refer to latest annual report pg.221 + 222 for these details

Posted by stockraider > 2021-09-28 16:10 | Report Abuse

Better switch from inari to insas for better stability loh!

And Better exposure loh!

Posted by HamsterHuat > 2021-09-28 16:11 | Report Abuse

adiooo hai...lucky only 4,650 sqm nia and only contribute production 4% nia..

Now i know why China people adore Iphone so much....it is niche production....so...China people are scrambling for those 4% made in china phone Iphone lah....

hahaha

oklah....the truth is out....4% only..
so Inari will close green lah as long Insas share holder have balls to hold....
hahaha

Posted by mf > 2021-09-28 16:12 | Report Abuse

European markets pull back as tech stocks fall sharply

Posted by RG1972 > 2021-09-28 16:22 | Report Abuse

Buy the dip

Posted by Bgt 9963 > 2021-09-28 16:30 | Report Abuse

Gloves up ....tech down...

Posted by HamsterHuat > 2021-09-28 16:44 | Report Abuse

now worries...it a cycle.....glove up tech down...then it will be soon Tech up..glove down

Posted by richardsharing > 2021-09-28 16:58 | Report Abuse

@newbie8080, i did not refer to inari factory. Check the details

Posted by akuantiguru > 2021-09-28 19:43 | Report Abuse

Tomorrow another dip again RM3.4

Posted by thereal > 2021-09-28 20:21 | Report Abuse

Tomorrow gap down

Posted by freddiehero > 2021-09-28 20:23 | Report Abuse

amazing... why drop alot, shark run away?

Posted by Targeted > 2021-09-28 21:21 | Report Abuse

Yummy.......

Posted by mf > 2021-09-28 21:36 | Report Abuse

Nasdaq falls more than 1% as tech stocks tumble amid bond yield spike

Posted by newbie8080 > 2021-09-29 09:31 | Report Abuse

@richardsharing

We are talking about Inari stuff in Inari thread.

Lol.

Then why are you here???

Posted by richardsharing > 2021-09-29 10:52 | Report Abuse

LOL apparently you don't know how to read the article in the link i shared, nvr mind.

Posted by HamsterHuat > 2021-09-29 11:30 | Report Abuse

Have no fear.....China people love Iphone lah..
Collect Collect....

Iphone is the defacto symbol of Society Image for Chinese China people.

Inari share very safe lah

Posted by awesometrader > 2021-09-29 11:43 | Report Abuse

Scare then sell to me la :D

Posted by richardsharing > 2021-09-29 12:36 | Report Abuse

Next catalyst is about how Inari use the pp fund. Look forward to their further expansion announcement

Posted by HamsterHuat > 2021-09-29 14:22 | Report Abuse

Inari will paint a rosy picture everytime lah.
No worries.....Price on the way to RM4

Posted by HamsterHuat > 2021-09-29 15:22 | Report Abuse

Inari moving bit by bit.....Nice..
Must be something brewing....

Nasi Kukus......Kukus sampai Rm4 linggit.
gogogo

Posted by awesometrader > 2021-09-29 15:25 | Report Abuse

https://www.youtube.com/watch?v=r0QD3OWqWKM

Haha.

Posted by gohkimhock > 2021-09-29 15:32 | Report Abuse

好撚勁..

Posted by richardsharing > 2021-09-29 16:04 | Report Abuse

Haha, spending power very high

Posted by HamsterHuat > 2021-09-29 17:24 | Report Abuse

China mah.....
that the reason Inari die die bodek Iphone kaw kaw.

Iphone is the trend lah....like BTS
never fade away...
Thank to China people mentality