PRODVESTOR's comment on SFPTECH. All Comments

PRODVESTOR
3 Like · Reply
SFP orders overflow, factory 1- 3, all runs at full capacity, new orders have to go to F4. Worst is over
Sim XW
When new f4 will be start operating?
Like · 3 days · translate
PRODVESTOR
According to the SEMI World Fab Forecast, close to 100 new semiconductor wafer fabrications are either going into operation or under construction over the next few years. This new subsidiary is expected to spearhead the Group’s growth in capturing this anticipated growth in the semiconductor wafer fabrication space predominantly in the semiconductor equipment strategic business opportunities, which is the Group’s key focus area. The Group will continue to grow its participation in both the high
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PRODVESTOR
Huge orders from lam research , KLA and applied materials
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PRODVESTOR
One water fabrication cost is around USD 20 bil , machine parts also 20 bil , huge potential for SFP
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Sim XW
Wow then look like sfp 2025 will be hidden gem ?
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PRODVESTOR
Possible to back to 1.00 if can hold
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Sim XW
Yes 2025 feeling got chance new high too
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ValueFarm Agent
True or not. Don't spread fake news ehh if not sure ..
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PRODVESTOR
notes from company
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Sim XW
Erm Insider news?
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ValueFarm Agent
Where did they say Lam research, KLA ? Where did they say factory 3 also full capacity?
1 Like · 3 days · translate
ValueFarm Agent
If you look at their report properly, their revenue is mainly from China.
1 Like · 3 days · translate
ValueFarm Agent
Why derrick diam diam ? So active ag other counter
Like · 1 day · translate
PRODVESTOR
Obviously, the public doesn't have access to all this information. It is available during the company briefing .
Like · 19 hours · translate
PRODVESTOR
You are right , china is one of their active contribution too
Like · 19 hours · translate
ValueFarm Agent
No factory 4 also, seems like the company briefing that you attended different from mine
Like · 15 hours · translate
PRODVESTOR
Break sma200 , can reach 0.8 ?
Like · 11 hours · translate
Sim XW
Nice la finally above MA200
Like · 9 hours · translate