Comments on EG

Angel Darrious

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EG 不是在做半导体级别的“封测（OSAT）”，而是在做 AI 时代的“系统级硬件验证与整合（System-level Validation & Integration）

4 days · translate ·

wsy wsy

是什么东西来的？？？？

Like · 2 hours · translate

Angel Darrious

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Who is customer R? JUST CHECK IN RM1.28 1000UNIT KENA TRAP

6 days · translate ·

Previous replies (8)

dsa 1233

Follow Uncle Wong, and you will regret why did not just invest in FD

Like · 6 hours · translate

Angel Darrious

invest is need to study, not follow somebody, is better follow god

1 Like · 5 hours · translate

陈炎

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EG Industries Berhad (8907.KL) 作为一家在马来西亚上市但在泰国拥有重大业务的电子制造服务 (EMS) 提供商，可能会从 Google Cloud 在泰国的扩张中获益。 [1, 2]

以下是具体的潜在收益点：

业务地理重合：EG Industries 的大部分收入来自泰国，其在泰国的生产基地（如位于大城的工厂）使其能够直接服务于受 Google 10 亿美元投资带动而增长的本地技术和数据中心需求。

云基础设施升级：Google 在曼谷和春武里府新建的数据中心将提供低延迟、高算力的本地云服务。这有助于 EG Industries 等制造企业加速数字化转型，利用 AI 优化生产流程和供应链管理。

合规性与数据安全：Google Cloud 提供的本地数据存储功能有助于 EG Industries 及其跨国客户更好地遵守泰国《个人数据保护法》(PDPA)，降低合规成本。

行业带动效应：Google 的投资预计将显著提升泰国作为东南亚“数字经济枢纽”的地位，从而吸引更多电子和技术领域的投资，为 EG Industries 带来潜在的订单增长机会。 [2, 3, 4, 5, 6, 7, 8, 9, 10]

您是否想了解 EG Industries 在泰国的具体工厂布局，或者其他可能受益的泰国本地上市公司？

[1] https://www.klsescreener.com

[2] https://www.morningstar.com

[3] https://www.lightreading.com

[4] https://datacentremagazine.com

[5] https://www.linkedin.com

[6] https://www.techinasia.com

[7] https://cloud.google.com

[8] https://www.computerweekly.com

[9] https://www.nationthailand.com

[10] https://www.techerati.com

10 hours · translate ·

Previous replies (2)

Admiral Adama

垃圾ai文连泰国工厂是负责做什么的都不知道。。。

Like · 6 hours · translate

cbyap cbyap

location 都错

Like · 5 hours · translate

Uncle Wong

16 Like · Reply

The Material Announcement on 16 May 2025 refers to Customer G - is it Google Fiber ?

Added: Once upon a time Frontkn partnered with TSMC and look where it is today

Now EG is partnering with an even bigger giant part of the MAG7 Google imagine the possibilities!

Partnership with Google is unstoppable and will propel EG to the stratosphere

EG + Google > Frontken + TSMC

EG = EmpoweringGoogle

11 months · edited · translate ·

Previous replies (400)

Uncle Wong

Funds not yet collect enough how to push for you ha ha ha ha ha

You follow Uncle since last year Uncle recommend around RM1 (those who buy warrant no need say ha ha ha ha ha) then push to RM1.5 already earn one big round...now second round patient la market still sees EG as consumer EMS as the photonics ramps up.

Remember price discovery is not always linear. As always, if you follow Uncle you too can think and invest like a superinvestor

Like · 6 hours · translate

Admiral Adama

uncle, i already knew about the huge prospect of optical transceiver and the potential of eg long before u even open this thread. I just didnt talk about it here publicly...