Edwin Lee's comment on SFPTECH. All Comments
Edwin Lee
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The customer seem is Teradyne, with currently ramping up.
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4 days · translate ·
sam sam
any proof? Don’t anyhow say
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Max Lim
If it is teradyne from USA then it is a excellent business to them
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cheng
ooh, thanks Edwin. Hope you are right as Sfptech US segment has indeed showing some positive numbers from the previous qrs. As for Teradyne, its a record breaking Q1 results and super strong demand; ~90% revenue increase yoy if you will.
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Dedek Mybeazt
insider should spill some info for us
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cheng
just wait for q1fy26 results by month end will do. the semiconductor upcycle is underway as can been seen from recent reporting locally and globally.
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Dedek Mybeazt
usually when qr will come out?
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cheng
Its usually between mid to end of May
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Dedek Mybeazt
thank for the info
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Derek Tan Teong Han
Do you happen to know if this ramp-up is specifically happening at Plant 3 ?
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Dedek Mybeazt
plant 3 dah running ke...selalu nya kalau kilang cepat start up plant kerana ada big order yang masuk dan perlukan penuhi kontrak order..maybe sfptech ada big order yg masuk
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cheng
Last year AGM was held at Plant 3 and it's the same this year. Maybe can ask around for shareholders that will be attending the AGM to ask around :)
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cheng
rebalanced some of my position. Thank you Mr. Market :) Looking forward to the qr.
1 Like · 1 day · translate