Michael Saw's comment on UNISEM. All Comments

Michael Saw
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目标5.0 产能扩充完毕,加上提升技术和制动化。明年成本会降低和业绩会更上一层楼。
Michael Saw
Unisem近年来的业务扩展主要集中在以下几个方面:

1. 全球产能扩张

中国重庆厂扩建:Unisem在重庆的厂房是其扩张的重点之一。近年来,公司加大了对重庆厂的投资,目标是提升先进封装和测试技术的产能,以满足快速增长的市场需求,尤其是新能源汽车和物联网相关应用的需求。

槟城厂升级:除了重庆厂,Unisem在马来西亚槟城的设施也进行了一定的自动化升级,旨在提高运营效率并降低长期成本。


2. 电动车(EV)市场布局

Unisem在电动车领域的客户需求快速增长,尤其是来自美国和欧洲的需求。其封装和测试服务已被用于电动车动力系统、充电模块及其他关键组件的生产。


3. 5G和物联网应用

Unisem扩展了在5G基站设备和物联网模块的半导体封装和测试业务。这些领域的增长为公司带来了稳定的收入来源。


4. 客户基础多元化

Unisem不断努力吸引更多国际客户,尤其是来自中国的智能手机OEM厂商和美国的可穿戴设备制造商。公司通过建立长期合作关系,确保订单的稳定性和持续增长。


5. 自动化转型

Unisem逐步推进其制造过程的自动化,以降低人力成本、提升生产效率,并缓解汇
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Michael Saw
Growth Catalysts for 2025
Recovery in the Semiconductor Industry: After a cyclical downturn in 2024, the semiconductor industry is expected to recover in 2025, driven by increasing demand for EVs, 5G infrastructure, IoT devices, and artificial intelligence (AI).

Electric Vehicles (EVs): The automotive sector, particularly EVs, is one of Unisem’s fastest-growing segments. EVs require advanced power management chips, sensors, and connectivity modules, which Unisem is well-positioned to support.

China's Semiconductor Localization: Unisem operates a large facility in Chengdu, China, which benefits from China’s push for semiconductor self-sufficiency. It can capitalize on demand from local Chinese customers in automotive and consumer electronics.

Expanding Capacity: Unisem is ramping up operations at its Gopeng plant in Malaysia, which will focus on high-value packages such as wafer-level and bumping technologies. This expansion will help it capture new demand in 2025.

Sustainability Focus: Unisem is focusing on environmentally friendly packaging solutions, which could align with global clients’ ESG (Environmental, Social, and Governance) initiatives.
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Michael Saw
Exports from Malaysia grew by 4.1% year-on-year to MYR 126.6 billion in November 2024, beating market forecasts of 0.5%, accelerating from a 1.6% rise in the previous month. By sector, manufacturing sales climbed by 5.2%, supported by E&E products (12.2%), machinery, equipment & parts (23.5%), chemical and chemical products (6.1%), and optical & scientific equipment (3.8%). Also, agriculture surged 13.4%, mainly boosted by palm oil and related products (19.9%). In contrast, mining plunged 17.3%, weighed down by crude petroleum (-46.6%), and metalliferous ores & metal scrap (-37.3%). Among major trade partners, exports expanded to the US (57.3%), Taiwan (70.2%), South Korea (4.1%), and India (13.4%), while declining to Singapore (-1.3%), China (-11.9%), Japan (-6.0%), Hong Kong (-2.2%), Thailand (-9.7%), Australia (-8.6%), and the EU (-4.3%). From January to November, exports advanced by 4.7% to MYR 1.37 trillion. and the EU (-4.3%).
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Michael Saw
大卡们很有耐性。。。
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Michael Saw
This sleeping giant will wake up very soon.........u will see
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Luck Lee
Sure or not bro..
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Michael Saw
wait for the breakout first la... technology still in trend this stock sure will move
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Luck Lee
看起来还是inari 比较强。。这个压力线都还没突破。
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Michael Saw
先等再次站上3.0。。。。
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