Whether it can really grows or not is to be seen, we investors/plunters are in the dark, only base on heresay is quite risky, Wait till qrtly rpt out then only decide the next course of action. Very high PE lo.
ASML's 4Q orders triple in sign of semiconductor industry revival.
Jan 24): ASML Holding NV orders more than tripled last quarter from the previous three months, in a sign that the semiconductor industry is resurgent.
Order bookings rose to a record €9.19 billion (RM47.26 billion) in the fourth quarter (4Q) from €2.6 billion in July to September, driven by demand for its most sophisticated machines, Europe’s most valuable technology company said in a statement on Wednesday. ASML is the only company that produces equipment needed to make the most sophisticated semiconductors, and demand for its products is a bellwether for the industry’s health. Record orders for its top-of-the-line extreme ultraviolet (EUV) lithography machines show optimism among the biggest customers for the technology, including Intel Corp, Samsung Electronics Co and Taiwan Semiconductor Manufacturing Co (TSMC). Artificial intelligence (AI), which requires massive amounts of computing power, is going to be a “big driver for our business and the business of our customers,” chief executive officer Peter Wennink said in an interview on Bloomberg TV.
Have been investing in uwc since the IPO, their prospect saying may be good but action speaks louder than the words. This term, the ball is not on their side, fundamental fact speaking is weaker
It’s the industry phenomenon. Which biz can go up forever right? There is up and down and most importantly it’s the bright future of this industry esp when they r also in life sciences industry..
When down it’s good time to collect. As u can see EPF is collecting..
This week the edge weekly (5/2/2024) very good article on insights to UWC.
Gists of the article: Many of their customers from the front end segment have indicated that the semiconductor industry will be seeing a tsunami of orders in 2025. Therefore they are expanding their capacity to cater to their clients growing demand.
They are moving towards advanced packaging which essentially involves embedding the integrated circuit into the packaging. In todays context, the development of artificial intelligence chips relies heavily on advanced packaging.
Most importantly they are involved in front end semiconductor segment which is where the money is. Though now this segment contributes less than 10% of their revenue, but they are allocating 70% of capex for front end and is expecting front end segment to contribute 30-40% of the group top line. Those who are familiar with semi conductor industry, Front end is rare segment in Malaysia and its lucrative segment. Hence this company will have good potential and bright future.
Feb 5): Public Investment Bank Bhd (PIVB) has maintained an "overweight" call on the technology sector, following various upbeat outlook reports for global wafer capacity, semiconductor sales, equipment orders and personal computer (PC) sales. In a note, the research bank said it is increasingly confident that the global technology downcycle has bottomed out. "Malaysian players have started seeing the spillover effects from the intensifying United States (US)-China trade sanctions, as more technology-related investments are pouring into Malaysia, while some Chinese players are considering passing some chip-packaging orders to Malaysian peers.
PIVB noted that in a bid to diversify the supply chain and hedge risks against intensifying US chip export and chip-making equipment controls, a growing number of Chinese semiconductor design companies are tapping on Malaysia’s advanced chip-packaging services to assemble a type of graphic processing unit (GPU) that can be used in AI training.
AI and semiconductor stocks surge after Nvidia's earnings beat!
Artificial intelligence and semiconductor chip stocks rallied after U.S. chip design firm Nvidia beat Wall Street's expectations for fourth-quarter earnings and revenue on Wednesday and projected "continued growth" in 2025 and beyond.
Nvidia Corp. surged in early trading after delivering another eye-popping sales forecast, adding fresh momentum to a stock rally that already made it the world’s most valuable chipmaker.
The outlook extends a streak of Nvidia shattering expectations, thanks to insatiable demand for its artificial intelligence accelerators — highly prized chips that crunch data for AI models. The technology has helped power a proliferation of chatbots and other generative AI services, which can create text and graphics based on simple prompts.
“Accelerated computing and generative AI have hit the tipping point,” Chief Executive Officer Jensen Huang said in the statement. “Demand is surging worldwide across companies, industries and nations.”
Uwc business getting hit by higher cost and material price. Order soften. Majority of order is park material for customer first and collect money later. To capture revenue
This Company is " lousy" company and " lousy tauke". This share will drop until 0.05sen soon. We heard it some bad news. If you have this share...fast fast sell n throw it in this month. If not u will cry and jump from twin tower 2 times .
200+ PE and still u guys want it to fly... UWC is not tech company, its a contract manufacturer doing engineering services with CNC machines, metal stamping, etc.
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....
Shines
2,824 posts
Posted by Shines > 2023-09-23 14:11 | Report Abuse
Whether it can really grows or not is to be seen, we investors/plunters are in the dark, only base on heresay is quite risky, Wait till qrtly rpt out then only decide the next course of action. Very high PE lo.