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Kulicke and Soffa Industries, Inc. Message Board

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  • drugsman12 drugsman12 Sep 13, 2010 4:58 PM Flag

    Canceled orders?

    I translated the articles and it sounded very bad. Sounds like all of Klics orders went away. The stock price confirms.

    I did read today though that analyst put out personal computers stablized in late aug and early sept. So shouldn't be a train wreck.

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    • What exactly do you mean the stock price confirms? KLIC, ASIL, etc are all up today.

    • "I translated the articles and it sounded very bad. Sounds like all of Klics orders went away."

      OK I translated it as well and while it may not sound good, there was no way any non-Chinese speaking individual could discern what exactly it meant to KLIC. I say this because it could simply be rehashing old news that KLIC themselves put out at the last CC that SPIL/ASX were in fact slowing down orders but were picking up copious orders elsewhere.

      Now if SPIL/ASX are in fact slashing orders, then it is potentially good news in the long run to smooth things out as KLIC transitions overseas. SPIL/ASX are definitely transitioning to Copper bonders and will need a lot of them. Look at this HUGE plant ASX is building to complete in late 2011 and will need a lot of copper bonders for:

      http://www.aseglobal.com/content/pdf/News-05262010.pdf

      "The 11-story Plant K12, with a floor area of 70,200 square meters, is designated to provide expansion for ASE’s flipchip assembly and copper wirebond leadframe/substrate assembly lines. When completed in November of 2011, ASE expects to hire 6,000 more employees."

 
KLIC
12.7525-0.3075(-2.35%)11:43 AMEDT