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(18-02-2025, 08:33 AM)Blin Wrote: Malaysia has lot of room for growth. We satuated
Pap will solve this by importing people and financialising the economy
I, being poor, have only my dreams; I have spread my dreams under your feet; Tread softly because you tread on my dreams.
(This post was last modified: 18-02-2025, 08:36 AM by
sgbuffett.)
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Hua hong up 23%.
..SMIC only up 8% today
I, being poor, have only my dreams; I have spread my dreams under your feet; Tread softly because you tread on my dreams.
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(13-06-2024, 12:05 PM)sgbuffett Wrote: Today again we see Hua Hong outperforming SMIC.
Right now there is a semicon upturn globally Chinese players too will benefit fro. This up turn.
Like I said earlier the need for SMIC to stay are the cutting g edge is costly due to US sanctions on the equipment needed...this will hinder its profitability
![[Image: FlqFger.jpeg]](https://i.imgur.com/FlqFger.jpeg)
Today hua hong up 11% and smic only 6%
I, being poor, have only my dreams; I have spread my dreams under your feet; Tread softly because you tread on my dreams.
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Some updates on legacy chip market where the chinese are starting dominate
I, being poor, have only my dreams; I have spread my dreams under your feet; Tread softly because you tread on my dreams.
(This post was last modified: 09-03-2025, 09:46 AM by
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