UNISEM (M) BHD
KLSE (MYR): UNISEM (5005)
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Last Price
4.16
Today's Change
+0.06 (1.46%)
Day's Change
4.10 - 4.20
Trading Volume
973,100
News and Blogs
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7 people like this. Showing 50 of 5,135 comments
TSMC forecasts revenue recovery in Q4
https://www.mobileworldlive.com/greater-china/tsmc-forecasts-revenue-recovery-in-q4/
2023-10-21 08:54
Price fell below SMA200 which is the strong support all these while. It has to recovered fast to RM3.10 and above to remain uptrend.
2023-10-30 11:53
TSMC's month-on-month sales surge nearly 35% to hit high in October
https://focustaiwan.tw/business/202311100010
2023-11-11 08:49
Great news for semiconductor investors! The sector's future looks promising with advancements in generative AI, complex chips, and support from the CHIPs Act. Exciting times ahead for AMD, Micron Technology, and Intel! )))
2023-12-16 17:51
US stocks, tech draw record inflows in latest week - Barclays
LONDON, March 15 (Reuters) - Equity funds drew $56.4 billion of inflows in the latest week, driven by record inflows to both U.S. and technology funds, Barclays said in a note on Friday, citing data from EPFR.
Globally, all equity sectors saw inflows, with tech attracting the most on record at $22 billion, while healthcare and financials drew inflows of around $7 billion each, Barclays said..
2024-03-15 21:53
Why is Malaysia becoming the "center of AI manufacturing"? The aim of NVIDIA CEO Jensen Huang
NVIDIA, having surpassed Google and Amazon in market capitalization, is part of the Magnificent 7, attracting global attention to its investment trends. A significant recent investment by the company is in Malaysia. In December 2023, NVIDIA CEO Jensen Huang visited Malaysia and pointed out the country's potential to become a manufacturing hub in the AI sector. He also reported plans to collaborate with the country's conglomerates on building supercomputers and developing large-scale language models. This article explores why Malaysia is gaining attention in the semiconductor and AI sectors.
Huang highly values Malaysia's potential
With NVIDIA surpassing Google and Amazon in market capitalization, interest in the company's development and investment trends has increased.
One of the recent highlights regarding NVIDIA is the expansion of its investment in Malaysia.
In December 2023, during his visit to Malaysia, NVIDIA CEO Jensen Huang stated the country has the potential to become a "manufacturing hub" in the AI sector. This statement suggested an expansion of investment in Malaysia, drawing significant media attention..
2024-03-20 18:18
Regarding this, Reuters reported on December 8 that NVIDIA is negotiating a partnership with the local conglomerate YTL for an AI infrastructure construction project in Malaysia, with the total investment amounting to $4.3 billion.
The project involves hosting AI infrastructure, including supercomputers and cloud computing, at YTL's data center in Johor, southern Malaysia. According to YTL, the first phase is expected to be completed by mid-2024, with operations starting then.
YTL, founded in Malaysia in 1955, is a conglomerate at the core of infrastructure business. It handles utilities (electricity, gas, water), high-speed rail, cement, construction, real estate, hotels, resorts, and also engages in digital technology-related businesses such as data centers and digital banking. The partnership with NVIDIA is expected to further strengthen its presence in the digital domain.
YTL, which also operates a resort business in Hokkaido Niseko and is listed on the Tokyo Stock Exchange, has strong ties with Japan.
The operational partner in the NVIDIA collaboration project is YTL Power International, a subsidiary of YTL. YTL Power revealed plans to build Malaysia's fastest supercomputer using NVIDIA's AI chips and to develop a large-scale language model specialized in the Malay language by utilizing NVIDIA's AI cloud computing.
CEO Huang stated, "Malaysia is a country with the necessary land, facilities, and power for computing infrastructure, becoming an important hub in Southeast Asia. YTL will play a significant role," highlighting the country's potential in the AI sector.
Malaysian Prime Minister Anwar Ibrahim also mentioned the NVIDIA and YTL partnership on X (formerly Twitter), revealing that the investment scale would reach 20 billion Ringgit (about $4.3 billion).
Intel built Malaysia's semiconductor manufacturing base
Malaysia's population is about 34 million. According to IMF estimates, the country's nominal GDP is $465.5 billion, with a per capita GDP exceeding $13,000. In the Association of Southeast Asian Nations (ASEAN), this per capita GDP ranks third after Singapore's $91,000 and Brunei's $35,000.
Malaysia, having absorbed Japanese automotive industry technology and created its own manufacturers, is a country with high manufacturing technology within ASEAN. This technological prowess is also applied to the semiconductor field, making it an important presence in the global semiconductor market supply chain.
Intel laid the foundation for the country's semiconductor sector.
In 1972, Intel established its first offshore assembly and testing site in Penang Island, Malaysia. Since then, it has expanded its base to the Kulim district on the opposite shore of Penang Island, investing over half a century. The cumulative investment amount exceeds $5 billion, with the momentum of investment expected to accelerate further over the next decade.
In 2021, Intel announced plans to invest $7 billion in Malaysia over the next decade to upgrade its semiconductor manufacturing capacity, including establishing advanced packaging facilities and 3D chip packaging facilities.
Besides Intel, various semiconductor companies have invested in Malaysia, making semiconductors a significant part of the Malaysian economy.
According to ASEAN Briefing (January 26, 2024), the semiconductor industry contributes 25% to Malaysia's GDP, holding a 13% global share in semiconductor packaging, assembly, and testing services. Additionally, semiconductor exports rank sixth in the world.
Entering the 1990s, the rise of South Korea's Samsung and Taiwan's TSMC diminished Malaysia's presence in the semiconductor market. However, recent intensification of US-China trade tensions has once again raised interest in Malaysia..
2024-03-20 18:19
Seem like it's gonna break its past resistance of RM 3.920, but the volume is still very low.
1 month ago
Went to some semiconductor event. Heard they start supplying chips to tesla fsd and nvidia. That's the reason it won't drop even not so good quarter. If this is true. Huge boost for unisem.
3 weeks ago
国际时报 International Times
#中国总理李强18日访马
中国国务院总理李强将于6月13日至20日，对纽西兰、澳洲和马来西亚进行正式访问。
中国外交部发言人林剑宣布，应纽西兰总理拉克森、澳洲总理阿尔巴尼斯和马来西亚首相拿督斯里安华邀请，中国国务院总理李强将对三国进行访问。
李强将于本月18日开始对马来西亚进行3天的正式访问。李强今次访马，正值马中建交50周年。
林剑表示，中国和马来西亚是隔海相望的传统友好邻邦。
“建交半个世纪以来，中马关系一直保持良好发展势头，战略互信不断深化，高质量共建“一带一路”成果丰硕，人文交流日益密切。”
林剑说，中马同为亚洲发展中国家和新兴经济体，积极倡导和平、合作、包容、融合的亚洲价值观，为区域和平繁荣稳定做出了重要贡献。
李强在马期间，将与首相安华出席中马建交50周年庆祝活动。他也将拜会国家元首苏丹依布拉欣，同时与首相拿督斯里安华举行会议。
林剑表示，中方期待以此访为契机，同马方弘扬传统友谊，深化拓展各领域合作，推动中马命运共同体建设走深走实，携手开创中马关系更加辉煌的下一个50年。
与此同时，澳洲政府早前发文告透露，李强将在15日抵达澳洲，开展4天的访问行程。
李强此行正值中澳关系逐渐改善，此前中国解除了对澳洲煤炭、木材、大麦和葡萄所实施的出口限制措施。
另外，纽西兰总理拉克森10日也宣布，李强将在本周晚些时候到访纽西兰。今年正值中国与纽西兰建立全面战略伙伴关系10周年。这也是2017年时任中国总理李克强访问纽西兰后，再有中国总理到访。
2 weeks ago
A Huawei Technologies executive said the company's latest artificial intelligence (AI) chip is on par with, if not better than Nvidia's A100 - one of the most popular graphics processing units (GPUs) used in the AI industry - in a rare boast by the Chinese tech giant that underscores how quickly it is growing in a market dominated by its US rival.
Huawei's Ascend 910B AI chip has been found in some tests to deliver 80 per cent of the efficiency of an Nvidia A100 when training large language models, but "in some other tests, Ascend chips can beat the A100 by 20 per cent", said Wang Tao, chief operating officer of Huawei Ascend and Kunpeng ecosystem, on the sidelines of the Nanjing World Semiconductor Conference on Thursday.
2 weeks ago
Just a disclaimer that this news might not from a credible source. I took it from a South China Morning Post article.
2 weeks ago
My last trade for the 1st half of 2024. 2nd half probably will take a break in anticipation of the next rate cut. Tired of this seesaw market
2 weeks ago
Let's see how Unisem performs in 2Q 2024. If I see 15% QoQ revenue increase from Chengdu or any China-related factories, I am going all in
2 weeks ago
Why is TA Securities's price target so low? This makes me kinda scared
2 weeks ago
The reason why I think China might win in this chip warfare is their ability to control pricing and their extreme cost-cutting measures. Huawei 910B is 120,000 yuan per unit, Nvidia H20 around 100,000 yuan per unit but this is without including the special discount to mainland China manufacturing partners
2 weeks ago
Can buy but not all in.
China will not win AI chip war..
Nvidia still the taiko controlling 80%, world market..
2 weeks ago
China Market too big for unisem so unisem is recovery + growth..with chengdu plant like you say
2 weeks ago
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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....
gooman
Bright signs are emerging for semiconductor stocks, which had been sluggish during the July-September period. The inventory adjustment that has continued since last year had been lingering longer than market participants had expected. However, there has been a rebound in the memory market recently, leading to increasing views that the recovery trend of the semiconductor industry will become more apparent in the future.
Prices of core products such as DRAM (memory that requires retention operations for occasional writing and reading) and NAND flash memory used for smartphone data storage showed signs of bottoming out in the first half of this year. However, they had not fully recovered, weighing on semiconductor stocks. Yet, signs of a turnaround have started to appear in the past few weeks.
Global semiconductor sales have been on a recovery trend, and it is highly likely that they will turn positive year-on-year for the first time since July of last year. Looking at past cases, once sales turn positive, the increasing trend often continues, leading to significant rises in semiconductor stocks.
The earnings for the July-September period announced by South Korea's Samsung Electronics this week also indicated a smaller margin of profit decline compared to the April-June period. This further supports the view that the semiconductor industry has passed its worst phase.
2023-10-14 08:10