Gabriel Khoo

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Fame: 171
Rare value investors in Malaysia. The real value investors will only build wealth not losing wealth
Joined Dec 2017

Comments

Gabriel Khoo replied to comment on INARI.
you are right. they are expecting some M&A in FY2026 also
1 week · translate
Gabriel Khoo replied to comment on INARI.
4 pillars. other than RF. another 3 will eventually grow as big as RF. memory, opto networking and led (isat and osat role)
2 weeks · translate
Gabriel Khoo replied to comment on INARI.
inari prepared for next cycle i18 for expansion. once window close. then have to wait for next cycle. its not they cant (this is analog not logic) its a tactical switch to premium so need to prepare and capatilize in coming cyelc i.e. i18. they have ald undergo the process for coming products
2 weeks · translate
Gabriel Khoo replied to comment on INARI.
Sensors & LED
Completed full-range qualification for these product lines.
2 weeks · translate
Gabriel Khoo replied to comment on INARI.
Memory
Transitioning to become the single-source supplier for a key US customer, aimed at maximizing capacity in Penang.
Maintaining high production yields while working on new product introductions (NPI). The company is also expanding Back-End (BE) services by adding Visual Inspection (VI) to post-assembly processes.
2 weeks · translate
Gabriel Khoo replied to comment on INARI.
The Optocoupler segment is converting numrous products into volume production.
Currently qualifying additional US products and co-developing a high-speed SiC power solution with a US customer.
2 weeks · translate
Gabriel Khoo replied to comment on INARI.
breakdown 1QFY26 RF 61%, Opto 33%, Generic 6%
- Segmental: 1QFY26 Smartphone 64%, Datacom 16%, Auto 9%, Industrial 6%, Generic 5%
2 weeks · translate
Gabriel Khoo replied to comment on INARI.
1. Datacom & Photonics
​Traction & Expansion: Seeing positive growth in Fiber (ChipFab) from US clients. To support the "ISL" project, the factory floor space at P13 has been doubled.
​AIP team is actively developing next-generation products for clients across both the P13 and CK2 facilities.
​2. Power Management
​SiC Capabilities: The Silicon Carbide (SiC) production line is fully operational.
​
2 weeks · translate
Gabriel Khoo replied to comment on INARI.
ASe may transfer part of biz to them. so just wait and see.
3 weeks · translate
Gabriel Khoo replied to comment on INARI.
what you seen in the report is the financial data that cam be quantified. so when this data is released usually ald reflected in share price
3 weeks · translate
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