$NATGATE(0270.MY)$ The private placement of 10% of the shares mainly uses the money to buy CPUs and GPUs to manufacture AI servers...
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ordain $NATGATE(0270.MY)$ The three main products for revenue growth in the next few years:
1) $NVIDIA(NVDA.US)$ Artificial intelligence servers
Mass production of the FY24Q2 only began, and 1,000 units are expected to be delivered this year...
Remarks: $PIE(7095.MY)$ It is also the foundry of Nvidia AI Server, but Natgate is the only country officially recognized by Nvidia in MalaysiaOEM. Generally speaking, OEM's profit is higher than EMS, and the retail price of a server with 8 H100 video cards is about 300 thousand US dollars...
2) $Coherent(COHR.US)$ optical module
Since the largest customer (the world's leading optical module market share and has contributed more than 50% of the company's turnover in the past few years) began moving production lines from China to Malaysia last year, the company's revenue fell sharply. However, the transfer process is nearing completion. It is estimated that production will be fully resumed at the end of this season, and part of the business that the Chinese foundry was previously responsible for will also be handed over to the company for production.
Optical modules are important devices in data centers. They can convert data from electrical signals to optical signals for fast transmission over optical fiber. Since many servers in the data center need to transfer data to each other to complete various high-performance computational tasks, a large number of optical modules are needed to help them transfer information quickly and efficiently.
Remarks: $EG(8907.MY)$ Also for another customer...