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.
lumiled cant make profit now mainly due to their excesive capacity and not productive.
inari is being known as efficient. they can use thei capacity and improve the producyion BE via Inari4.0
1 day · translate
Gabriel Khoo replied to comment on INARI.
i think they have to deal with it if you want to own the IP or Pattern. Part of biz world.
i have seen lumiled has undergons the plan to move from oversea region office to penang. as their region office. like FC or finance director.
inari also hunting for advance packaging director and process intergration director.
these 2 directors usually onboard when mass production to be commenced
1 day · translate
Gabriel Khoo replied to comment on INARI.
D company is lousy 1. just manified by the market.
1 day · translate
Gabriel Khoo replied to comment on INARI.
lets monitor
1 day · translate
Gabriel Khoo replied to comment on INARI.
the management said they can manage the BE better than lumiled. they underutilize the capacity and not productive.
1 day · translate
Gabriel Khoo replied to comment on INARI.
Ho Kuan. 你说的对 今天briefing 不错
6 days · translate
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."
1 week · 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
1 week · 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
1 week · translate
Gabriel Khoo replied to comment on INARI.
you are right. they are expecting some M&A in FY2026 also
2 months · translate
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