Chee shung Khoo's comment on MPI. All Comments
Chee shung Khoo
6 Like · Reply
mr kee, can you see that we see tp "生死" in q2? ;)
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2 years · translate ·
Chee shung Khoo
not only that, there is continuity...
1 Like · 2 years · translate
Chee shung Khoo
crisis allows cheap ticket collection. dont you agree? ;)
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Daniel Lui
Agreed.. We don’t know how low it’s will go down. But when the crisis is recover, definitely MPI will fly back to the price it’s belong!
When there is a opportunity to buy cheap, Grab it!
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米先生
Wait to see tonight’s FED decision on interest rate, if not within market expectations, tmr can spare some cash to collect MPI
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Chee shung Khoo
hope factored in...
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Chee shung Khoo
weak consumer spending sentiment vs policy to support tech growth...need time
1 Like · 2 years · translate
米先生
如果是闲钱 可以买来收个3-5年的
1 Like · 2 years · translate
Chee shung Khoo
yes n no. inflation will eat away your normal savings too. MoneyPrintingInstitute prints the future ;) good weekend :)
2 Like · 2 years · translate
Chee shung Khoo
profit taking hk1 +28,39%...support msia stock
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米先生
27 buy in price is coming soonnnn
1 Like · 2 years · translate
Chee shung Khoo
after that mayb 23. everywhere is risk. do own risk management
1 Like · 2 years · translate
Chee shung Khoo
宜發.(一)起發
gogogo
2 Like · 2 years · translate
米先生
大家对明年有可能supply>demand怎么看？
1 Like · 2 years · translate
Chee shung Khoo
weak consumer spending...supply disruption...war...inflation...rate hiking...i guess these factors will flood the news headlines more often...
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Chee shung Khoo
8 trading days to go. june is strong nasdaq foothold
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Chee shung Khoo
from 2023 my waste disposal fee is increased 2,5x!!!
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Chee shung Khoo
for you to have a glimpse of inflation aftermath
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Chee shung Khoo
btw, follow mr kee TG recommendation...i saw and acted almost immediately (after checking pre covid range)...support 6000 units ;) 兴旺發靠这次了 ;)
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米先生
Ohh you meant bought in TG?
1 Like · 2 years · translate
米先生
Market sentiment is still very low, khoo your rm23 is possible
1 Like · 2 years · translate
米先生
Collected abit at 27+, looking forward to collecting more
1 Like · 2 years · translate
Siew Meng Long
买! 你怕他不会起咩!?
2 Like · 2 years · translate
Jack Lim
哇，跌成这样哦
1 Like · 2 years · translate
米先生
I queue at 27.1 matched hahaha 不知道是祸是福
1 Like · 2 years · translate
米先生
Next entry price, 23 and 16 go go go
2 Like · 2 years · translate
米先生
反向策略 基本面如果我没分析错的话还是可以的啦 如果大大们有什么心得可以分享下哈哈
1 Like · 2 years · translate
Chee Wei
TopGlove 和 Harta 基本面够强， 也不是一样死!
1 Like · 2 years · translate
Chee Wei
现在是外国基金和EPF丢票
1 Like · 2 years · translate
Chee shung Khoo
most stocks continue slide...is normal in this environment...just SOSAR = Sit On Sofa And Relax...but those who see further downside risk can opt to stay sideway or short it...so many possibilities nowadays...
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Chee shung Khoo
mr kee, today i matched another 6000 units TG...gogogo! ;)
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teikchye kee
aiyo...u very daring...hahaha
1 Like · 2 years · translate
Chee shung Khoo
in july i will fill in the blank: no risk no _ain
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Chee shung Khoo
买! 你怕他不会起咩!? x2
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Chee shung Khoo
MoneyPrintingInstitute is slow...hk tech faster...:l
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米先生
Seems like the trend is more to ATE
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Chee shung Khoo
Britney Spears高歌:"opps, i did it again."
Usa显示:"opps, nasdaq june 反负为正."
chee回应:"opps,幸好相信june nasdaq strong performance." ;)
4more sessions to close june....gogogo!!! good weekend!
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米先生
But I think this rebound is maybe a short term rebound only since there are still a lot uncertainty globally.
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teikchye kee
Let ppl make first, if u yet to join. Tks
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Chee shung Khoo
One fund manager when interviewed by Taylor Rigg Bloomberg television could not answer (of course no one has the crystal ball to see the future) where is the bottom. But she did offer guide in building up defensive healthcare portfolio along with the right tech portfolio down the recession feared era.
-> self risk management. some "early adoptors", some "early majority", some "late majority", some laggards. we r not庄家, we make informed decision n board the train,hopefully the right train
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Chee shung Khoo
as our msia glove counters r not pfizer/biontech/moderna type of healthcare counters, i do hope by following mr kee recommendation, it gets a lift or two in the next days/weeks. ;)
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Chee shung Khoo
slower than hk tech but ok...wait patiently :l
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Chee shung Khoo
june nasdaq till now -4.93%. sorry the bloomberg month-to-date change value is a moving value. 3 sessions to go...
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Siew Meng Long
再跌再买!!! 抱着就是了
1 Like · 2 years · translate
Chee shung Khoo
"我在看香港追龙，看完了又看香港追龙，看完了再看香港追龙!!! 虽然我有看kongsi raya 2022,kongsi raya 2022节奏慢" ;)
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Chee shung Khoo
"今天再看香港追龙!"
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Chee shung Khoo
nasdaq june performance: -8,71% "compensated" by
hangseng june performance: +2,65%
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Chee shung Khoo
nasdaq started july with a bang! july is nasdaq fortress too...hang seng gogogo!
1 Like · 2 years · translate
Chee shung Khoo
nasdaq gogogo兴旺發指日可待!;)
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Chee shung Khoo
nasdaq july好事成双!尤其今天低开高走，爽歪歪爽直直!;)
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Chee shung Khoo
接二连三原来是纳斯达克七月份的专利!;)
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Chee shung Khoo
宜發等大四囍!!!! ;)
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Chee shung Khoo
宜發胡牌大四囍，谢谢!!!!;)
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Chee shung Khoo
明天要准备五福临门!!!!!;)
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Siew Meng Long
MPI the slowest, least gain zzzzz....
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Chee shung Khoo
下周一买六六大顺!!!!!!;)
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Chee shung Khoo
追美国凤香港龙比较划算;kongsi raya 2022少看一点
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Chee shung Khoo
纳斯达克五连冠后被打脸，不错的一小波...
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Chee shung Khoo
纳指漆粤份暂时+3,8%...继续追美国凤香港龙!!!!!!!!
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Chee shung Khoo
纳指 bery fierce again...one double digit up, one near double digit, one below 3% up...hamparang garang harini。。。gogogo!!!
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Chee shung Khoo
moneyprintinginstitute四连状元!!!!不错不错
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Chee shung Khoo
纳指漆粤份继续来势汹汹!!!追美凤港龙!!
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Chee shung Khoo
纳指良好涨势蔓延到亚洲。。MoneyPrintingInstitute今天涨的比较像样!!!!;)
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Chee shung Khoo
lawa betul 纳指漆粤份表现!!!!!!!! ;)
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Chee shung Khoo
隔夜纳指大涨带不动mpi,"柑我拿" ;)
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Daniel Lui
MPI after 5 days marathon today rest day!!! Tomorrow will skyrocket again!
1 Like · 2 years · translate
Chee shung Khoo
finger crossed! 纳指漆粤份still very fierce!!!!!!! gogogo!!!! 追美凤港龙马kongsi raya 2022!!!!!!!! 兴旺發!!!!!!!!
1 Like · 2 years · translate
Siew Meng Long
。。。。。????????
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Chee shung Khoo
纳指漆粤份还是+7%(昨天回调吧了)
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Chee shung Khoo
谷歌和微软的各个指标都稍微低于预期，但是被受瞩目的指标没有"输的太惨，post market jitao凶凶地UP!!!!!!!! ;) MoneyPrintingInstitute有望继续爬山了!!!!!!!!
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Chee shung Khoo
today moneyprintinginstitute quite fierce!!!;) gogogo 33 34
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Daniel Lui
Coming very soon….
1 Like · 2 years · translate
Chee shung Khoo
"kongsi raya 2022" 最近表现better than"香港追龙"。。。now "香港追龙"得等
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Chee shung Khoo
纳指漆粤份+8.7%!!!! very fierce performance!!! moneyprintinginstitute有望去下一个坎了!!!:)
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SUPER B
Qr should be good right? I believe it. Just my opinion.
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Chee shung Khoo
long term strategy, collected more below 30 to average down earlier purchases...bo gia q report performance...
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Chee shung Khoo
if got concern can put to fd, wun wun 2,1% per annum...
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Chee shung Khoo
nasdaq july +10,85% 凶凶地outdoes nasdaq june -8,7%
nasdaq best month since 2020!!!!!!!!
大师兄回来咯!!!!!!!!
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Chee shung Khoo
纳指粑粤份还是那么凶!!!!august uptodate +2,24%!!!兴旺發!!!
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Mini World
留言。。。。。。。。。。。
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Chee shung Khoo
higher high higher high drink 可口可乐!;)
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Chee shung Khoo
过了"生生"不息的坎，后顾无忧!兴旺發!!有空就有囍!!!
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SUPER B
终究还是加码了一点哈哈
1 Like · 2 years · translate
Chee shung Khoo
均价低于三十的，还有空间哈哈
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Chee shung Khoo
等等等等等等等等等等等等等等等利好
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Chee shung Khoo
昨天看/学习action bias是啥。。。....
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Chee shung Khoo
兴旺發周润發一起發!!!
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Chee shung Khoo
cross "生生"不息， reaching next station"生死"相依!!!;)
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tang rui
wolf speed gogo
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Chee shung Khoo
"off"semi 破52粥新高，"狼速度"接近52粥新高，infineon破月高。。。继续过关斩将!!!
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Munger
MPI今天冲破阻力 只要站稳ema200一切都好说
1 Like · 2 years · translate
Chee shung Khoo
周五bloomberg analysts的梗是: "buy the dip, sell the ripe!"
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Chee shung Khoo
j powell 真power...tough talk...
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tang rui
infineon那有破高 欧洲经济那么差那有人会去买单不要乱说
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Chee shung Khoo
最近infineon是破月新高。。。
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Chee shung Khoo
infineon 7月初至8月初。。。你信自己你可以不需要在我的post留言的
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Chee shung Khoo
9月6日，上海硅产业集团股份有限公司（证券代码：688126，证券简称沪硅产业）召开2022年第四次临时股东大会，就发行直接债务融资产品、变更公司注册资本、修订《公司章程》以及董事会人事调整等五项议案进行了审议和表决。爱集微作为其机构股东参与了此次股东大会，会后就整体半导体及硅晶圆市场发展态势进行了讨论。

8英寸硅片感受到客户库存较多，整体硅片市场需求依然旺盛

今年以来，半导体产业进入新一轮库存调整周期，智能手机、PC等消费电子需求疲软传导到产业链上游，使相关IC设计、代工厂等作出了客户将进行库存调整的判断，更为上游的硅晶圆市场，也隐隐感受到了市场结构性分化。SEMI最新数据显示，2022年第二季度全球硅晶圆出货量再创历史新高，达到37亿平方英寸，同比增长约5%。整体市场仍然显示出平稳增长势头，但是不同细分市场的需求开始出现分化的迹象。

根据SUMCO统计，今年Q1全球8英寸硅片出货量约600万片/月，12英寸硅片出货量接近800万片/月，创历史新高。该公司同时预测，12英寸硅片需求从2022年的800万片/月增长到2026年的1150万片，CAGR为9.4%，智能手机和数据中心
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Chee shung Khoo
仍是占比最高的下游应用，而汽车芯片是增速最快的细分应用；外延片的需求更为旺盛，2022至2026年CAGR达11.3%。8英寸硅晶圆主要应用于模拟IC、功率分立器件、逻辑IC、MCU、显示驱动IC、图像传感器等成熟制程芯片的生产；12英寸则主要用于生产逻辑芯片，随着高性能计算、物联网等应用的发展，需求快速提升。

沪硅产业执行副总裁兼董秘李炜表示，8英寸硅晶圆受下游影响相对较大，沪硅产业已经感受到部分下游客户库存较多，但好在新傲和Okmetic本就处于利基市场，也有较多产品面向汽车和工业应用，公司受到的影响目前看来有限。
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Chee shung Khoo
而12英寸硅晶圆则完全不同，如今仍然是供应紧张的状态，五大硅晶圆巨头也均表示，供应的绝对量赶不上需求量，只不过是超出产能的需求比例有所下降。因此12英寸硅晶圆市场，预计仍需等到2024年之后各家新增产能大规模上市，才能判断是否会彻底扭转供需关系。

上游硅材料等原材料价格今年以来持续上涨，对下游企业的盈利水平产生一定冲击。对此李炜指出，半导体硅材料周期性波动不像光伏领域那么大起大落，公司也与上游供应商和下游客户签订长期合约(LTA)，能够有效控制供应链稳定和成本风险。

李炜还强调，尽管国内硅晶圆产业正在迅速成长，但整体市占率仍然较低，还不是国际市场的主要决定力量，反观随着国内代工厂开启新一轮扩产周期、客户验证及导入全面提速，国产化需求才是更关键的市场增长动力。
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Chee shung Khoo
上半年同比扭亏，300mm硅晶圆研发继续向深度、广度拓展

受益于行业景气度的提升以及下游客户大规模扩产，叠加国产替代需求，尽管遭遇了疫情的反复变化，地缘政治影响和消费类电子市场的低迷，沪硅产业上半年业绩仍保持了较快需求增长。

沪硅产业的半年报业绩显示，受益于行业景气度的提升以及下游客户大规模扩产，叠加国产替代需求，保持了较快需求增长，上半年营业收入16.46亿元，同比增长46.62%；归属于上市公司股东的扣除非经常性损益的净利润2512.17万元，同比扭亏。200mm及以下硅片(含SOI硅片)产能利用率继续维持在高位，量价齐涨；300mm硅片的产能利用率和出货量也持续攀升，截至报告期末，300mm大硅片历史累计出货超过500万片，月出货量屡创新高，实现了逻辑、存储、图像传感器等应用全覆盖。
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Chee shung Khoo
在此趋势下，沪硅产业持续加码12英寸硅晶圆市场布局，上半年完成定增50亿元，为集成电路制造用12英寸高端硅片研发与先进制造项目、12英寸高端硅基材料研发中试项目等募集资金，以进一步提升12英寸大硅片技术能力及生产规模。在本次股东会上，沪硅产业还决议拟发行不超过15亿元人民币的直接债务融资产品，以进一步拓宽公司融资渠道，优化公司债务结构，合理控制财务成本，同时使公司能够灵活选择直接债务融资工具，及时满足资金需求。

“沪硅产业300mm硅片研发将继续从深度和广度两方面开展，以进一步完善产品体系、突破工艺技术，在产能、技术、工艺、产品、客户等方面持续突破。体现到研发投入上。本次发债，就是为了储备资金以保障更多研发项目的顺利展开。”李炜表示。

对于近来热度增加的FD-SOI工艺，在李炜看来，多年前国内刚开始提起该技术路径的时候，沪硅产业就已经着手准备，现在在硅晶圆技术方面也有了一定的积累，就等生态系统其他环节的完善。


来源：集微网
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