UMS Holdings

[mrEngineer]

Wow. Thanks to all the industry experts for their knowledge on the industry.
I'm a little confused about how the industry work.. as in the supply chain.. anybody know a place where i can find some understanding on how the industry works? I have problems trying to figure out what UMS makes actually, and how are they different from other 'precision engineering' firms such as Hi-P, Venture Corp., etc... (i guess i shouldnt be investing in things i dont understand).

My miserable knowledge only tells me that Intel hasnt slashed capex estimates, and Qualcomm and Nvidia are still short of chips.

Thanks! Help?

But i did notice that the Phlx semiconductor sector index has been on a downtrend since March...
https://www.google.com/finance?client=ob...NASDAQ:SOX

Hi-P and Venture are contract manufacturers which assembles the components and create a microcontroller and put the microcontroller into the plastic cover that was created using the injection moulds.

You can find more information from Kopikat's previous posting somewhere in the forum.

One more point on why replacement or maintenance capex is large in Semicon is because on top of monthly or annual prevent maintenance, the equipments parts have to be replaced to ensure that there are less particles generated after wear and tear. 1 dust particle can be the typical size of 1-2um while the nmos or pmos gate size is minimum now 22nm. So you can imagine the damage a particle can do to 1 chip. That is also why yields are so difficult to achieve as technology gets smaller.