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Diodes Incorporated Message Board

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  • jacosa jacosa Feb 8, 2012 6:09 PM Flag

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    No mentions of 'profitble growth,' but several rather long explanations of switching between commodity and specialty products to adapt to demand level, which is morally equivalent. No obvious insulting of analysts.

    A first: the analysts got an admission that Diodes was late in recognizing the real economic slowdown of late 2011, and that's a big part of why inventories are now high and recent margins were low. Some clarification on how Chinese wage rate increases have affected Diodes: mostly through workers finding acceptable jobs nearer home during the New Year break.

    It's rather clear that there is a special reason that construction in Chengdu is constrained much less than other capital expenditures--anyone know the story there?

    Interesting that LED lighting wasn't mentioned. Six months ago a fair number of people expected it to be a major theme by now.

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