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What I Learnt About Semicon & EMS: A Sharing of My Views on the Industry
The book is titled “What I Learnt…” as this is about sharing the author's views rather than telling the readers “this is it”. These books encompass how he sees them. They are not the ultimatum. There is a possibility that how he sees things could be wrong, or not reflect the actual fundamentals of the industry.
First, is to draw the line between what can and cannot be disclosed, due to the sensitivity of some of the business information. Especially in the contract manufacturing space, be it semiconductors or electronic devices, the clientele and the products are usually private & confidential.
Second, is to ensure that this book is geared towards understanding where the locally listed companies are positioned in the semiconductor and electronic manufacturing services (EMS) industries. It is not a recommendation towards individual companies themselves. Thus, information about companies in this book is solely based on what is publicly available. The more the company discloses, the more will be written about the company. The lesser the information disclosed, the lesser we talk about them.
Third, simplifying many of the concepts and processes without going in-depth into the technicalities, as this book is not an engineering guide, but more of an industry guide.
In short, this book is what it is – a guide to allow investors to understand more about our local semiconductor and EMS industry, as well as the listed companies exposed to this value chain.
First, is to draw the line between what can and cannot be disclosed, due to the sensitivity of some of the business information. Especially in the contract manufacturing space, be it semiconductors or electronic devices, the clientele and the products are usually private & confidential.
Second, is to ensure that this book is geared towards understanding where the locally listed companies are positioned in the semiconductor and electronic manufacturing services (EMS) industries. It is not a recommendation towards individual companies themselves. Thus, information about companies in this book is solely based on what is publicly available. The more the company discloses, the more will be written about the company. The lesser the information disclosed, the lesser we talk about them.
Third, simplifying many of the concepts and processes without going in-depth into the technicalities, as this book is not an engineering guide, but more of an industry guide.
In short, this book is what it is – a guide to allow investors to understand more about our local semiconductor and EMS industry, as well as the listed companies exposed to this value chain.
144 pages, Paperback
Published January 1, 2022
10 people want to read
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Displaying 1 of 1 review
December 13, 2022
Great book giving a view on the semiconductor industry.
Then zoom into the Malaysia context.
Then zoom into the Malaysia context.
Displaying 1 of 1 review