ChipMOS TECHNOLOGIES (Bermuda) LTD. Message Board
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26,000 shares exchanged. Last price at 32. Maybe the meeting went well.
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liz,
it is good to invest in a company that we have lots of information from all the post here. I am in this stock for a long time and do not expect a surprise here. -
no matter what happen, I am not selling at this price.
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Thailin up 6.5%, seem like the news is getting out.
Sentiment: Buy
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Revenue Feb 2013 = NT$1,355,258
Revenue Feb 2012 = NT$1,428,000
Decrease = 72,742
% = -5.09 -
Just to make it more readable:
[Times - Taipei electric] American DRAM factory Micron’s mergers and acquisitions of Japan’s Elpida case will be completed by the end of the month. After Micron take control and absorb the DRAM production of Elpida, backend testing will most likely be outsourced. Micron DRAM and NAND IC packaging and testing foundry ChipMOS (ChipMOS) and Tailin (5466) will have priority to benefit from it.
Although Micron has packaging and testing plant, but last year’s capital are mainly used in acquisitions of Elpida and 30nm process shrinking. Micron did not expand its own packaging and testing production capacity. With the Micron & Elpida merger case approve by Japan's Tokyo local court. Micron will control Elpida Hiroshima plant, Rexchip and Inotera’s three 12-inch fab capacity.
ChipMOS in the past few years has been the main packaging and testing outsourcing foundries for Micron. It shared memory tester with its subsidiary Thailin, I think ChipMOS & Tailin will have the opportunity to share DRAM and NAND IC packaging and testing order released by Micron. And has priority to benefit from the merger between Micron and Elpida.
In Non-memory packaging and testing layout, ChipMOS this year's attack on LCD driver IC packaging and testing market, to benefit from the smartphone and tablet PC panel toward the trend of high-resolution, in addition to the continuing increase order from Himax and Novatek, also succeeded in getting Japan, Renesas (Renesas) LCD driver IC packaging and testing OEM orders.
Tailin addition to compete with ChipMOS for DRAM and NAND IC packaging order, its mixed-signal test orders is also getting better and better (like eating the sugar cane from the top to the bottom, the more you eat, the sweeter it get) Because Electronic compass (e-Compass), Magnetomete has become standard accessory in smartphone, tablet and ultrabook, Japan IDM keep increase order, the visibility has extend to 3rd Quarter. Revenue and profit will grow monthSentiment: Strong Buy