Just an update to my DDR2/DDR3 memory idea with ESMT. They reported August revenue (Taiwan sometimes does monthly reporting): June revenue: ~$153M Jul...
Twitter @Serenity
Just an update to my DDR2/DDR3 memory idea with ESMT. They reported August revenue (Taiwan sometimes does monthly reporting): June revenue: ~$153M Jul...
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).
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
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