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Semiconductor Manufacturing International Corp. Message Board

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    Huge news on smi!! Should double this month

    by merrickci Jul 3, 2014 9:53 PM


    Technically speaking, this new business is a validation of both SMIC’s process technology and manufacture ability. SMIC has not only stabilized but has already made profit for many quarters consecutively. This new business is like adding fuel to a small burning fire – this will make the flame burn bigger.

    I have bought in SMIC for many years – still in red. But I have no doubt that SMIC will succeed and make good profit, hence substantial increase in its stock value, with market cap eventually surpasses TSMC.

    On a side note, I don’t think SMIC’s quarterly conference call was good in terms of communicating effectively to its investors. Several of the people during the conference call always asks questions like “what is the wafer loading” and what is the “max capacity” etc., sounding like fab managers instead of investors. The real key is if its technology is catching up with its competitors. And I think this news answered that question.

    To my former colleagues (very intelligent and hard working engineers and managers) who now work in SMIC: congratulations, and work harder :)

    Sentiment: Buy

  • Smi signed deal with qcom to produce 28nm wafers. Also comming this Month the Chinese stimulus will be given to smi to boost production. Two huge pieces of news to boost stock price. But now while it's cheap!

    Sentiment: Strong Buy

  • what SIMC needs is to hire Goldman Sacks as a consultant. Just take a look at TQNT, after hiring Goldman Sacks as consultant, its stock flied a long way. You cannot just talk to investors on utilization etc. at every conference call. It is plainly boring

    Sentiment: Hold

4.89-0.01(-0.20%)Jul 22 4:03 PMEDT

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