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$PIE (7095.MY)$ why drop so suddenly?
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TSM is releasing its Q2 earnings on July 18 before the bell.
For the details of indicator sentiment, please tap the link and check.
Since its Q1 earnings release, shares of $Taiwan Semiconductor (TSM.US)$ have seen an increase of 22.28%. How will the market react to the upcoming results? Make your guess now!
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● An equal share of 5,000 points: For mooers who correctly guess the price range of $Taiwan Semiconductor (TSM.US)$'s opening...
For the details of indicator sentiment, please tap the link and check.
Since its Q1 earnings release, shares of $Taiwan Semiconductor (TSM.US)$ have seen an increase of 22.28%. How will the market react to the upcoming results? Make your guess now!
Rewards
● An equal share of 5,000 points: For mooers who correctly guess the price range of $Taiwan Semiconductor (TSM.US)$'s opening...
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$QES (0196.MY)$ potential new player for the data center theme play?
QES on LinkedIn: #semiconsea2024 #semiconductor #semiconsea2024 #sustainablefacility…
QES on LinkedIn: #semiconsea2024 #semiconductor #semiconsea2024 #sustainablefacility…
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Dominant $NATGATE (0270.MY)$ The three main products with revenue growth in the coming years:
1) $NVIDIA (NVDA.US)$ AI servers
Production will start in FY24Q2, and it is expected to deliver 1000 units this year...
Note 1: $PIE (7095.MY)$ Also a contract manufacturer for Nvidia AI Servers, but Natgate is the only one in MalaysiaNvidia officially acknowledged OEM.Generally, the profit margin of OEM is higher than that of EMS, and the retail price of a server with 8 H100 graphics cards is about 300 thousand US dollars.
Note 2: Natgate will also replace Huawei's subsidiary.XFusion manufactures Nvidia AI Server.It is just that the graphics card model should be a cheaper version of the A100.
2) $Coherent (COHR.US)$ Optical module.
Due to the largest customer (the global market leader in optical modules and has contributed over 50% of the company's revenue in the past few years) moving its production line from China to Malaysia last year, the company's revenue has dropped significantly. However, the transfer process is nearing completion, and it is estimated that full production will be fully restored by the end of this quarter, and the business previously handled by Chinese manufacturing plants will be transferred to the company.
Optical modules are important equipment in datacenters. They can convert data from electrical signals to optical signals for transmission through optical fibers quickly...
1) $NVIDIA (NVDA.US)$ AI servers
Production will start in FY24Q2, and it is expected to deliver 1000 units this year...
Note 1: $PIE (7095.MY)$ Also a contract manufacturer for Nvidia AI Servers, but Natgate is the only one in MalaysiaNvidia officially acknowledged OEM.Generally, the profit margin of OEM is higher than that of EMS, and the retail price of a server with 8 H100 graphics cards is about 300 thousand US dollars.
Note 2: Natgate will also replace Huawei's subsidiary.XFusion manufactures Nvidia AI Server.It is just that the graphics card model should be a cheaper version of the A100.
2) $Coherent (COHR.US)$ Optical module.
Due to the largest customer (the global market leader in optical modules and has contributed over 50% of the company's revenue in the past few years) moving its production line from China to Malaysia last year, the company's revenue has dropped significantly. However, the transfer process is nearing completion, and it is estimated that full production will be fully restored by the end of this quarter, and the business previously handled by Chinese manufacturing plants will be transferred to the company.
Optical modules are important equipment in datacenters. They can convert data from electrical signals to optical signals for transmission through optical fibers quickly...
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$JCY (5161.MY)$ This stock is like boiling a frog in warm water.
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$SIME (4197.MY)$ Why did the stock price fall when the performance was good
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VP 量价 : US Tech falls