I wanted exposure to DDR2/DDR3 bottleneck ongoing and found ESMT (3006). A $2.5B MC fabless company with PSMC wafer allocation (esp. focused on DDR2)....
Twitter @Serenity
I wanted exposure to DDR2/DDR3 bottleneck ongoing and found ESMT (3006). A $2.5B MC fabless company with PSMC wafer allocation (esp. focused on DDR2)....
I wanted exposure to DDR2/DDR3 bottleneck ongoing and found ESMT (3006). A $2.5B MC fabless company with PSMC wafer allocation (esp. focused on DDR2). Last month's net income was: $109.5M (July month), which annualized is $1.31B net profit (1.9x runrate P/E). If we look at net profit throughout the months tracking legacy DRAM price hikes:Jan 2026: ~$16M (est)Feb 2026: ~$17MMar 2026: ~$31M (est)April 2026: ~$58MMay 2026: ~$60M (est)June 2026: ~$67M (est)Jul 2026: ~$110M(Estimated months are inferred from reported quarterly...