Some insights about Chinese Semicon Market
$AEMULUS(0181.MY$ had released its quarterly result , the performance was worrying , mainly due to the low Capex spending by OSATs customers . Aemulus positions China market as their prime startegy and has high exposure , engagements with China’s semiconductor ecosystem.
Meanwhile, the company’s CEO told the public that currently most of the OSATs that the company is dealing with , they’re running at a utilization of 50-90%
This indicates that the Chinese domestic demand is recovering , albeit the sluggish economic data. FYI, most of the OSATs in China are serving and fulfilling domestic market right now.
Based on this insights provided by the CEO, accompanying with the production data compiled by National Bureau of Statistics of China which showed that Q2/2023 production volume is second highest for the past two years , $MPI(3867.MY$ has the chance to release quarterly result with a positive surprise.
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