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MI has benefitted from the previous front loading by customers during last year's Liberation Day tariffs. Lets see whether MI will benefit again with the 150 days global tariffs of 10% show by Trump.
Actually the biggest source of their revenue came from Taiwan and China. IMO the surge in revenue is most likely due to higher capex on advance packaging machinery and higher demand on advance packaging materials...
true, adama. I have always thought of SMBU aka Accurus selling solder balls. There are some signs of logic and memory chips demand picking up in the industry and I think that will drive solder balls demand too for bga packages.
that is probably the only explanation that makes sense, adama. twd and rmb impact is not that huge and will not be able to offset the impact from the usdmyr weakening. if it is true, the boss/cfo is smart ooh.