Intelligence Node · AI-09
Weekly AI Briefing
SilTerra wafer WIP and Emerging Tech reticles are tracking plan, but 200mm photoresist coverage is concentrated at only 2 of 4 qualified suppliers ahead of the lithography ramp.
SilTerra fab WIP value sits at RM 184M, up 12% on Emerging Tech specialty ramp. AI demand model places stock-out probability above 48% on critical photoresist and rare-gas SKUs at the 200mm line going into the H2 ramp, when Tokyo–Penang logistics typically slip 4–7 days.
Pre-positioning a 90-day buffer of EUV-class photoresist and Ne/Xe rare gases into Kulim will cost roughly RM 2.2M in carry but defends an estimated RM 32M in wafer revenue at risk from supply-driven schedule slippage.
Sources · Internal ERP + Bloomberg + AI scrape