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【Huang Renxun: Memory Shortage Will Continue for Several Years】NVIDIA CEO Jensen Huang stated that the memory shortage will continue for several years. (FX168)
33.3% Order Book Expansion: Managing Director Keoh Beng Huat confirmed that the company's order book grew significantly to RM112.7 million, fueled by new program wins across key customer accounts.
Increasing Regional Presence: The new programs include a rising participation and footprint across broader regional markets. [1]
Successful "First Article" Qualification: The six to eight new customers previously engaged by the group have fully completed their verification phase. Their initial sample components—referred to as "first articles"—met all technical benchmarks and received formal customer approval.
Transition to Volume Production: Having cleared the qualification hurdle, these new clients have transitioned from the testing phase to placing active volume orders.
you are welcome. bro
but I think company need to secure more business in order enjoy higher TP.
current price is reasonable for me..
I always believe higher price need to come together with higher revenue and profit with healthy cash flow and debt collection..
let's continue monitor the progress of this company..
SFPTECH’s heavy investments in advanced manufacturing machinery and asset expansion pushed its total PPE carrying value up to RM165.84 million. [1]
Short-Term Profit Compression: The intensive setup costs, machine trial runs, and depreciation expenses associated with these ongoing CapEx expansions are the primary causes behind the drop in net profit margins down to 7.6% for the quarter, down from 34% in the previous year's corresponding quarter.
Advanced Machining Focus: The CapEx footprint allocated for the upcoming Plant 4 facility in Penang is specialized for advanced CNC precision machining and semiconductor front-end equipment (FOL) processes. [1, 2]
Timeline and Scaling Goals: CapEx deployments are mapped out to support a phase-one operational target slated for 2027.
This infrastructure will act as the core vehicle to transition the company's product mix, driving high-precision semiconductor components from 5% of historical revenue up past a target of 35%.
Capacity Continuity: Plant 4 builds directly upon the operational blueprint of the fully-utilized 319,000 square foot Plant 3, expanding the group's cleanroom and automated engineering footprint to satisfy the requirements of their newly qualified volume clients.
- Iran’s armed forces have announced the end of military operations against Israel, according to the state-run Fars news agency.
Brent crude futures, the global oil benchmark, pared back earlier gains on the news, with the contract last trading higher by 1.4% at $94.42 a barrel.
U.S. President Donald Trump had previously called on Israel and Iran to halt their renewed attacks on each other, after the resurgence in hostilities extended into Monday and dented hopes for an imminent peace deal be
Heng Heng..
AI 说，SFP 的新生意来自不同的客户与领域。觉得这样没有依靠单一大客户是非常好的布局。。
Diversified New Customer
Six to Eight New Accounts: Management has explicitly stated that the new wave of volume orders comes from a broad pool of 6 to 8 newly qualified cust, rather than reliance on a single anchor client.
Sector Breakdown: The expanding business is spread out horizontally across multiple ind sectors, including semicon，solar photovoltaic (PV), automotive, healthcare, and (EMS).