Gabriel Khoo

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Rare value investors in Malaysia. The real value investors will only build wealth not losing wealth
Joined Dec 2017

Comments

Gabriel Khoo replied to comment on INARI.
logic processor on a single interposer. If the final test fails, you aren't just losing one chip; you're throwing away thousands of dollars of functional components because they were permanently bonded to one "dud."
13 hours · translate
Gabriel Khoo replied to comment on INARI.
In the world of advanced packaging, testing isn't just "important"—it’s arguably the most nerve-wracking part of the entire manufacturing process. As we move toward 2030, testing is evolving from a final "quality check" into a high-stakes, multi-stage insurance policy.
​The reason is simple: The Cost of Failure. In traditional packaging, if a chip is bad, you lose one chip. In advanced packaging (like a 2.5D AI processor), you are combining multiple expensive HBM (Memory) stacks with a massive
13 hours · translate
Gabriel Khoo replied to comment on INARI.
testing become important as assembly or packaging in AI era. like 75:25 by 2030

now 81:19
13 hours · translate
Gabriel Khoo replied to comment on INARI.
you are right. they are expecting some M&A in FY2026 also
2 months · translate
Gabriel Khoo replied to comment on INARI.
4 pillars. other than RF. another 3 will eventually grow as big as RF. memory, opto networking and led (isat and osat role)
2 months · translate
Gabriel Khoo replied to comment on INARI.
inari prepared for next cycle i18 for expansion. once window close. then have to wait for next cycle. its not they cant (this is analog not logic) its a tactical switch to premium so need to prepare and capatilize in coming cyelc i.e. i18. they have ald undergo the process for coming products
2 months · translate
Gabriel Khoo replied to comment on INARI.
Sensors & LED
Completed full-range qualification for these product lines.
2 months · translate
Gabriel Khoo replied to comment on INARI.
Memory
Transitioning to become the single-source supplier for a key US customer, aimed at maximizing capacity in Penang.
Maintaining high production yields while working on new product introductions (NPI). The company is also expanding Back-End (BE) services by adding Visual Inspection (VI) to post-assembly processes.
2 months · translate
Gabriel Khoo replied to comment on INARI.
The Optocoupler segment is converting numrous products into volume production.
Currently qualifying additional US products and co-developing a high-speed SiC power solution with a US customer.
2 months · translate
Gabriel Khoo replied to comment on INARI.
breakdown 1QFY26 RF 61%, Opto 33%, Generic 6%
- Segmental: 1QFY26 Smartphone 64%, Datacom 16%, Auto 9%, Industrial 6%, Generic 5%
2 months · translate
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