ShareJunction - Member Posts

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The massive surge in Singapore Exchange Ltd ~ which rocketed more than 9.5% to an all-time high of S$24.17 in active trading today ~is driven by institutional buying. It could also be certain brewing development, among it the GLB, the launch remains firmly on track for mid-2026. Today' s explosive price action reflects three distinct catalysts:

Revenue Realization: Institutional investors are pricing in the immense, long-term profitability SGX will reap from hosting multi-billion-dollar global IPOs.
The S$5 Billion EQDP Trigger: Large asset managers (like BlackRock and Lion Global) are actively deploying billions from MAS&rsquo s Equity Market Development Programme (EQDP) into high-quality local equities, with SGX itself being a primary beneficiary.
The " Spin-Off" Trend: Moves like Addvalue Tech spinning off its space unit to Nasdaq show that Singaporean tech valuations are unlocking rapidly, creating a highly lucrative environment for exchange transaction volumes.

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By the way, do not read too much into JP MORGAN, BLACKROCK, AMOVA, buying into several of our tech stocks, including UMS, AEM, FRENCKEN, VENTURE&hellip .. they are among the nine fund managers officially appointed by MAS across the first two phases of the expanded S$6.5 billion Equity Market Development Programme (EQDP). In case you are still in the stone-age, this EQDP is a government-backed initiativel aunched by the MAS to aggressively revitalize and inject cash liquidity into the Singapore stock market. Together, these first 9 managers have already been deployed a combined S$3.95 billion to breathe liquidity into SGX equities, especially targeting overlooked small- and mid-cap stocks. So don&rsquo t read too much into it, every time you see an Ang Moh fund or in the case of AMOVA, a Japanese fund buying into UMS or Frencken&hellip . Important thing to note is these are long term buys, it&rsquo s not like they buy today and throw tomorrow, so you can pang sim, and not worry too much about funds dumping. Today for example, they probably take a break to watch Iran playing New Zealand in the World Cup&hellip So not much activity today. Cannot every day buy buy mah. Tomorrow see how.

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I already warned, if the roadside peddler don' t come and prostitude himself with his half past six longkang views, I would talk more..../ imagine, as soon as I posted the post below, the stock started to move, and the icykok IMMEDIATELY came out to boast about the stock hitting $4, $6, even $8! Look, if you don' t have the class or finesse to talk up the stock, stop acting like a clown.....if the black market people said August, means August.... not when you crawl out from your hole to shout, it will move up..... once again, if this roadside peddler don' t come out and talk icykok, I may talk abit more.... otherwise, you can keep guessing till the cow brains come home.....remember, I got nothing to lose by keeping quiet......

aragosta ( Date: 13-Apr-2026 10:51) Posted:

Could be earth shattering movements coming ...... according to my mahjong kaki, over four is potentially possible by latest august ( I also don' t know why he mentioned August) .....
anyway, if the road side half past six peddler don' t disturb me and try to be kay kiang, I may try to finding out more and talk a little.....

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THIS IS MY SPACE, THIS IS MY TIME.... I can post what i like as long as there are people who wants to listen to my coffee shop stories... every post garners more than a thousand views, and some bros even bothered to write to Admin to unlock this thread, which you are partly responsible for having it locked in the first place.... so, it' s best that trouble maker like you avoid this place if you have no interest in the stock. In any case I don' t want to waste my time engaging with your act cute comments, and since people will be clicking on to this thread every time it appears at the top of the page, I shall include some related views of this Monster, to ensure their trouble of looking here is not wasted.....

_________________________________________________________
The RACE to the SGX-NASDAQ Dual-Listing Bridge

The SGX-Nasdaq Global Listing Board provides a direct, harmonised pathway for companies to simultaneously access capital and liquidity across North America and Asia. The bridge targets high-growth enterprises with global ambitions.

The framework eliminates historical regulatory friction through three core benefits:

Single Prospectus: Shared regulatory recognition eliminates duplicate filings, significantly cutting down on legal, accounting, and investment banking fees.
Dual Investor Base: Firms capture aggressive Nasdaq growth capital while retaining their stable, dividend-focused Asian investor base on the SGX.
24-Hour Trading: Continuous trading across global time zones enhances market liquidity and reduces extreme price volatility.

Evaluating advanced manufacturing and semiconductor giants under this framework requires viewing them through the lens of a Wall Street tech investor. Nasdaq rewards hyper-focused intellectual property (IP), high profit margins, and scalability. It punishes asset-heavy infrastructure, cyclicality, and small-cap metrics.

____________________________________________________________________________

Case-by-Case Comparative Evaluation

1. AEM Holdings (The Frontrunner)

The Verdict: Most qualified and likely candidate to cross the bridge first.
The Case: It owns proprietary IP in high-margin AI and advanced microchip testing solutions. This specialized narrative directly captures Nasdaq' s aggressive appetite for pure-play semiconductor technology.

2. Venture Corp (The Heavyweight)

The Verdict: Qualified by financial size, but a strategic mismatch.
The Case: Venture has the scale to meet US requirements. However, it behaves like a mature, stable, dividend-paying cash cow, whereas Nasdaq demands high-velocity growth narratives.

3. UMS Integration (The Detour)

The Verdict: Structurally unlikely to participate.
The Case: UMS successfully expanded its liquidity through a dual listing on Bursa Malaysia. Adding a third listing on Nasdaq would introduce redundant compliance costs without clear strategic value.

4. Frencken Group (The Outsider)

The Verdict: Should structurally avoid listing on Nasdaq.
The Case: Frencken is an excellent precision engineering firm, but its market size is too small for Wall Street, risking low trading volumes. Its asset-heavy factory model and cyclical margins would face harsh valuation penalties in the US.

___________________________________________________________________________

The Winner of the Race: AEM Holdings

AEM Holdings is the clear winner to cross the bridge first due to its unique product positioning. It doesn' t just build hardware components it controls a critical technological bottleneck in the semiconductor lifecycle.

The AI/HPC Testing Narrative: As AI chips grow more complex, testing becomes the ultimate manufacturing bottleneck. AEM' s high-margin test cell systems position it as an essential enabler of the global AI boom.
The Intel Factor: AEM' s long-standing relationship with massive US chipmakers gives it pre-existing brand equity in North America. Wall Street institutional funds already monitor AEM' s technology lifecycle, giving it the strongest head start in the race.
Every of my post has a message, hope you get this one.....

aragosta ( Date: 23-May-2026 16:24) Posted:

Went to at the mafia chief' s office for a meeting last night.... he was not in the room when I arrived..... so I managed to peek into his computer which was on, saw this, quickly copied what was on the screen, but didn' t managed to copy the rest.....still, what I read was enthralling useful, with very far foresight..... don' t know he left it purposely for me to see..... so, I thought I share it with you guys, need to delete it later, in case it was not meant for public consumption..
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The Coiled Spring: Why a Strategic NASDAQ Listing Could Ignite AEM&rsquo s Next Massive Valuation Surge

Market indications strongly suggest that a NASDAQ dual-listing for AEM Holdings is moving from a long-term possibility to an imminent strategic reality (a bit cheemp, but basically it means it could happen sooner than later.... like akan datang). Driven by aggressive U.S. facility expansions to meet skyrocketing AI chip-testing demand, the company is actively positioning itself to scale without diluting the rewards of long-term shareholders.

By leveraging its exceptionally tight share structure and deep ties to Singapore' s national AI agenda, AEM is primed for a structural re-rating that could send its valuation into a new orbit.

1. The Core Catalyst: Capital Expansion Without Profit Dilution

AEM faces skyrocketing global demand for its System Level Testing (SLT) platforms, requiring rapid facility expansion in the United States. Funding this growth organically would require dipping heavily into earnings, which threatens dividend payouts and penalizes loyal shareholders. Instead, management is exploring alternative capital routes:
a) Strategic Private Placements: Rather than diluting retail capital, AEM can issue targeted blocks of shares to high-profile, high-value investors. This injects massive capital while securing powerful corporate allies.
b) The Blueprint: This strategy is already in motion. AEM recently completed a S$12 million private placement with Taiwan' s ASE Technology (the world' s largest OSAT provider) at S$3.591 per share, establishing a clear precedent for high-value institutional backing.

2. The Temasek Factor and Singapore' s Strategic AI Agenda

As the Singapore government increasingly views semiconductor sovereignty and AI infrastructure as critical national security priorities, state investor Temasek Holdings is positioned to play a deeper role.
a) Increased Stake: Anticipation is building that Temasek may increase its current anchor stake in AEM through structured placements.
b) Sovereign Influence: A larger stake allows the state to maintain indirect influence over a critical link in the global AI supply chain, ensuring AEM remains anchored to Singapore' s economic roadmap even as it expands aggressively in the West.

3. The Supply Tightness: AEM' s Built-In Valuation Engine

One of AEM' s most powerful investment characteristics is its remarkably small share structure.
a) AEM has only around 320 million shares outstanding ~ an incredibly low volume for a global technology leader of its scale.
b) The Coiled Spring Effect: As long-term investors increasingly hoard the stock to reap future rewards, the available circulating float dries up. This extreme scarcity means that even a minor influx of institutional buying force compels buyers to pay rapidly escalating premiums, creating vertical, explosive price action.
c) The Liquidity Solution: A NASDAQ listing elegantly solves this liquidity paradox. It opens up a massive secondary pool of capital, allowing large global funds to trade high volumes without causing destructive, artificial price swings on the local exchange.

4. Why a NASDAQ Move Unlocks True Global Value

A Wall Street listing is the most logical destination for AEM' s next evolutionary phase, aligning its corporate structure with its operational reality.
a) Proximity to major customers: AEM' s revenue engine has shifted directly toward the U.S. tech ecosystem, driven by a massive, next-generation " fabless" AI giant. Listing on the NASDAQ bridges the geographic gap between AEM and its primary client base.
b) The Valuation Multiplier: Tech stocks on the NASDAQ trade at vastly higher Price-to-Earnings (P/E) and Price-to-Sales (P/S) multiples than those on the SGX. Entering this market instantly eliminates the " Singapore discount," structurally driving up the value of existing SGX shares through global arbitrage.
c) Capital Efficiency: Because U.S. markets command these premium valuations, AEM can raise vastly more expansion capital while issuing significantly fewer total shares, protecting existing Singaporean investors from destructive dilution.

The black market believes if this is successful, could easily add another at least 30% to the valuation.... believe or unbelief , up to you..... but you can see, the gangsters have been phenomenally unbelievable nowadays........__

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if you are long term, you actually don' t even have to watch this one at all! You can actually smell the brew!

Although the increase is a hefty 7%, the rise is considered rationally very good. The pool of available shares btw is getting lesser and lesser, so obvious.....

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Price should steady around mid 10 before it hit the launching pad for 11... from now on, price should rationally moved upwards instead of exuberantly by the greedy mercenaries..... in the meantimes don' t hope that the shorties will bring the price down for you.... they are more interested in the World Cup because the monies are bigger there......according to the coffee shop uncles also, the Iranians has asked Trump for a time-out because the council of elders wants to watch the WORLD CUP, so as long as Iran is still in the game (at least until end of the month), there won' t be any major fighting that will cause some uncertainty in the market ........

Remember, this once in a generation gem COULD or CAN shoot up 20%, 30% in ONE day when the war ultimately ends, as IT WILL...... that' s why if you are buying now to target eleven, it' s reallly a waste of time.... by the time, your children inherit your shares, it should be worth 50 times more, after several stock splits and bonuses........ don' t laugh, the gangsters don' t any how joke when it comes to inheritance money.....

meanwhile do look out for such seemingly unimportant news (below) to you....... EVERYDAY actually there is some AI related news that is relevant to AEM, UMS, VENTURE, Valutronics, Innotek..... juz that you are not alert enough to spot it.... all you guys are interested in is the price, price, price .......

Alphabet taps Intel to make three million in-house chips, The Information reports... the chipmaker has secured billions of US dollars of investments from the Trump administration, Nvidia and Softbank......
https://ca.investing.com/news/stock-market-news/alphabet-taps-intel-to-make-three-million-inhouse-chips-the-information-reports-4680032

This development is highly significant and structurally beneficial to AEM Holdings.

Core Customer Growth: Intel Corporation is widely recognized as AEM' s key anchor customer. Major contract wins for Intel foundry services ~ like this landmark 3-million-chip order from Alphabet ~ directly translate to higher production volumes running through Intel' s manufacturing lines.
Increased Equipment Demand: As Intel scales up high-volume production for massive advanced packaging and AI chip projects, it drives direct demand for AEM' s specialized, system-level test handlers and thermal control solutions needed to validate these advanced architectures.
De-risked Turnaround: The multibillion-dollar capital backing from the Trump administration, Nvidia, and SoftBank solidifies Intel' s financial runway. This secures AEM' s long-term order pipeline and mitigates client concentration risks by validating Intel' s path forward as a viable leading-edge foundry.

aragosta ( Date: 04-Jun-2026 01:43) Posted:

Eleven is way off target.... if this truly happens....

AEM: A Major Problem is Brewing, But It Could Brew a Major Price Catalyst
This is not guess-work, mere speculation, or a scam. This is a very real situation developing right now behind the scenes at AEM Holdings. The company is potentially hitting a major trading problem ~ a real supply bottleneck. But if you understand how the stock market works, this exact crisis is the perfect recipe to send the stock price skyrocketing.

Why AEM Holdings is Primed for a Liquidity Squeeze
The core investment thesis for AEM Holdings rests on a classic supply-and-demand mismatch: exponentially rising AI demand colliding with a severely shrinking public float.

Here is why a major price catalyst is brewing:
The Register is Locked: Where to find the KEY?
AEM has only 320 million shares outstanding. The vast majority are held in strong hands by long-term, high-conviction backers like Temasek Holdings (~12.3%), JPMorgan, Bank of America, Fidelity, abrdn, and strategic partners like ASE Technology. They are not selling anytime soon. And so are many serious long term retailers who strongly believe in its potential phenomenal growth story.

So??! Well, the Float is Shrinking
With institutional heavyweights locking away shares, the actual tradable public float is getting incredibly small. This creates a severe trading bottleneck.

Where does this lead to? The Bonus Share " issue" lah!
To solve this impending liquidity issue and reward long-term investors, black market insiders suggest management is considering issuing bonus shares (similar to the successful multi-year blueprint used by UMS Integration).

Past vs. Present: We' ve been there before, so, what' s the diff?
While a small bonus issue in 2024 failed due to the industry inventory downturn, the macro environment today is completely different:
> 1Q2026 Turnaround: Revenue surged 36% YoY to S$116.9M, and net profits quadrupled.
> AI Tailwinds: Advanced chiplets and High-Bandwidth Memory (HBM) are driving exponential testing demand. Don' t forget we are only at the beginning of the AI revolution/boom.

The Bottom Line: What' s the beef?
When new thematic AI funds rush to buy AEM, they will be forced to compete over a tiny pool of available shares. A strategic bonus share issue right now would lower the per-share entry price, unlock massive retail volume, and act as the ultimate price accelerator.

#AEMHoldings #SGX #Semiconductors #AIBoom #StocksToWatch #Investing

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Thank a lot to all those who help to ask Admin to restore this tokkong thread, with all the unbelievable speculations of the brewing developments, one of them will be a million percent will come true soon ..... the mafia dons will not disappoint you..... we will bring you the next results as soon as we smell them...... meanwhile wait for a tokkong announcement from its strategic partner very so on...... while we may be enthusiastic in making our views, we will not attract those mercenaries to turn this into a gaming stock..... remember, the new average consensus targets is S$14.23..... Jeffries has it as $15.20, CSGI has it as $14.79.... surely these people will not want to ruin their reputation or lose their jobs.... remember AI analysis are breathing down your necks....

aragosta ( Date: 07-Jun-2026 01:38) Posted:

THE MOST PROFOUND MOTHER OF ALL AI COMMENTS/OPINION. IN SHORT, THEY ARE CRYING IN UNISON TO YOU " THE BEST IS YET TO COME!"

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In their own words: " We are only at the Beginning of the AI BOOM!"
The perspective that the tech world is only at the very beginning of a massive AI revolution is a dominant thesis among almost all major tech giant executives and elite venture capitalists. Several prominent leaders and industry experts have explicitly stated this:

Tech Giant CEOs

(1) Jensen Huang (CEO of Nvidia) states the world is at the " beginning of a new industrial revolution." He asserts that shifting from traditional software to accelerated computing and generative AI requires a complete, foundational rewrite of the entire global tech stack. Unlike past revolutions producing physical goods, Huang emphasizes the current era involves AI factories manufacturing intelligence, driving a multi-trillion dollar infrastructure opportunity.

Huang: " We are at the beginning of a new Industrial Revolution." https://www.youtube.com/watch?v=AIcZ6z18xMQ | https://www.fierce-network.com/cloud/nvidias-jensen-huang-future-enterprise-ai

(2) Lisa Su (CEO of AMD) explicitly dismisses any AI bubble concerns by likening the current boom to the " third inning" of a nine-inning baseball game, highlighting that the vast majority of innovation and market growth is yet to come. She forecasts a massive, long-term expansion where active global AI users explode from 1 billion to over 5 billion by 2030, fueling a relentless demand for data center infrastructure and high-performance computing through 2029.

Lisa Su: " We' re only in the 3RD INNING of AI! Demand will surge through 2029!"
https://www.youtube.com/watch?v=sUQqgqd96eo

(3) Satya Nadella (CEO of Microsoft) explicitly emphasizes that humanity is merely at the starting line of a multi-decade technological shift. He argues that today' s advanced AI models and chatbots are just the early foundation, emphasizing that we have barely scratched the surface of its ultimate global economic impact. Instead, we are only at the beginning of a true " Agentic Era" that will require decades of global infrastructure buildouts to fully realize.

Nadella: " We are moving from the phase of talking about AI to AI at scale..... and it is only just beginning."
https://msftstories.thesourcemediaassets.com/2023/04/Satya-Nadella-The-Future-of-Work-with-AI.pdf | https://www.youtube.com/watch?v=FufINEXBxdY

(4) Masayoshi Son (CEO of SoftBank) argues that the AI revolution is " 50 times bigger than the dotcom boom" . He notes that despite potential market corrections, AI is currently in the early " internet era" stage and will yield Artificial General Intelligence that surpasses human capability within the decade. To reinforce why this is only starting, Son stresses that while the internet connected existing information, AI autonomously manufactures intelligence itself.

Masayoshi Son: " The AI revolution will be 50 times bigger than the Dotcom revolution in the 2000s."
https://www.cnbc.com/2026/06/01/softbank-masayoshi-son-ai-revolution-investment.html

(5) Marc Benioff (CEO of Salesforce) argues the tech ecosystem is moving past traditional software limits, asserting we are entering the true phase of utility. He frames this era as a " digital labor revolution" introducing an " unlimited workforce" of autonomous agents. He emphasizes this marks the most critical step of the AI transition, where software shifts from predictive assistants into independent digital entities capable of handling business pipelines natively.

Benioff: " We' ve gone through cloud, we' ve gone through mobile, we' ve gone through predictive AI.....And now we' re entering this new agentic AI revolution, and it is going to be magic."
https://www.odaseva.com/blog/dreamforce-2025-secure-and-manage-your-data-with-odaseva | https://www.youtube.com/watch?v=j_6nF4wznKs

(6) Mark Zuckerberg (CEO of Meta) emphasizes that the tech industry is in a profound " multi-year investment cycle," stating that frontier capabilities are still in their infancy. Rather than promising a singular breakthrough, he frames generative AI as a long-term trajectory. He argues that achieving these frontier capabilities is a massive undertaking requiring tech giants to build out hundreds of billions of dollars in infrastructure to support the paradigm' s earliest stages.

Zuckerberg: " Building the leading AI will also be a larger undertaking..... and this is likely going to take several years."
https://www.medianama.com/2024/04/223-multi-investment-cycle-meta-ai-offerings-profitable-earnings-call/

(7) Sam Altman (CEO of OpenAI) explicitly argues that humanity is living through the absolute dawn of the AI era, stating that today' s most advanced systems will soon look like primitive relics. He asserts that we are only at the very beginning of a massive socio-economic shift, comparing the current state of artificial intelligence to the earliest, dial-up days of the internet. Altman emphasizes that the true revolution will unfold over the coming decades as agentic systems scale globally.

Sam Altman: " We are at the beginning of a multi-decade technological revolution that will be even larger than the agricultural, industrial, and internet revolutions combined."
https://ia.samaltman.com | https://www.youtube.com/watch?v=evDI1a6E8JY& t=14s

(8) Elon Musk (CEO of Tesla & xAI) argues that the current AI boom cannot be compared to any prior tech cycle, because the underlying dedicated AI compute appears to be growing by an unprecedented factor of 10 every six months. While historical innovations like smartphones and the internet rode Moore' s Law, Musk emphasizes that AI is on an extreme compounding trajectory. This means the world is only at the base of a vertical spike, where breakthroughs occur frequently and rapidly.

Musk: " The pace of AI development is so rapid that breakthroughs occur frequently, even multiple times within a single day."
https://www.youtube.com/shorts/GHf-Tbg48iw | https://x.com/r0ck3t23/status/2059788584714957168

Hyperscale Infrastructure Builders

(9) Sundar Pichai (CEO of Google & Alphabet) uses the analogy that today' s most advanced AI models are incredibly primitive compared to what is coming, treating the current era as the basic foundational layer of a massive platform shift. He outlines the transition as a multi-decade journey, believing that we are still in the early days of a profound AI shift. Pichai notes that humanity is only at the starting line of integrating baseline AI utility into search, creation, and daily global workflows.

Sundar Pichai: " We are absolutely still in the early days of a profound AI shift!"
https://www.instagram.com/reel/DTORUNHD110/ | https://www.instagram.com/reel/DYpaa7fuNoR/

(10) Andy Jassy (CEO of Amazon) views generative AI as an era-defining, once-in-a-lifetime technological transformation, noting the world has never seen a technology achieve this scale of adoption so quickly. He emphasizes this current explosion is merely a prelude to a massive, long-term infrastructure cycle. This multi-decade trajectory requires hundreds of billions of dollars in capital expenditure for cloud data centers and custom silicon to support AI' s baseline requirements.

Andy Jassy: " AI is a once-in-a-lifetime opportunity, where the current growth is unprecedented and the future growth even bigger."
https://www.aboutamazon.com/news/aws/amazon-ceo-andy-jassy-aws-ai

Venture Capital Pioneers

(11) Alan Patricof (Co-Founder of Greycroft & Primetime Partners), veteran investor with over 60 years of venture capital experience, declares that we are only at the start of a true revolution that vastly eclipses the internet, PC or cellular eras. While he cautions investors against short-term market speculation and inflated valuations, he remains profoundly optimistic about the long-term horizon, asserting that we are only at the beginning of the most significant inflection point in technology history.

Alan Patricof: " AI is the most significant inflection point in technology. This By Far Outweighs Any Technology Revolution."
https://www.cnbc.com/video/2024/04/05/ai-is-the-most-significant-inflection-point-in-technology-says-primetime-partners-alan-patricof.html

Hardware & Semiconductor Enablers

(12) C C Wei (CEO of TSMC) asserts that the global AI boom is merely beginning, projecting that an insane surge in demand for high-performance computing will continuously outpace the global semiconductor supply chain for years to come. He characterizes the current advanced manufacturing bottlenecks not as a temporary trend, but as the initial phase of a long-term, multi-year structural buildout driven by tech giants aggressively expanding hardware capacity.

C C Wei: " I believe it' s just the beginning of this (AI)demand.... and it will continue for many years."
https://asia.nikkei.com/business/tech/semiconductors/tsmc-says-insane-ai-demand-is-real-and-a-boon-for-chip-giant

(13) Christophe Fouquet (CEO of ASML): whose company holds a monopoly on Extreme Ultraviolet lithography machines, views the global market as on the cusp of an aggressive, long-term infrastructure loop. He maintains society is in the opening phase of an immense paradigm shift where advanced computing architectures penetrate every tech segment. Fouquet emphasizes the market will remain heavily supply-constrained because the foundation of the AI revolution is still being laid.

Fouquet: " We see our society going from chips everywhere to AI chips everywhere."
https://www.sec.gov/Archives/edgar/data/937966/000093796624000026/exhibit992.htm

(14) Sanjay Mehrotra (CEO of Micron Technology) views the global data industry as being in the opening stages of a massive, multi-year growth cycle driven entirely by artificial intelligence. He emphasizes that the rapid transition to next-generation AI accelerators is triggering an unyielding structural shortage of high-bandwidth memory. This severe hardware bottleneck will persist for consecutive years because the industry is still at the base of its deployment curve.

Mehrotra: " AI is in very early innings..... memory is a strategic asset you need more memory, you need faster performance memory in order for AI to be able to deliver its full capabilities."
https://tech.yahoo.com/ai/articles/ai-very-early-innings-micron-220000034.html

(15) Rene Haas (CEO of ARM Holdings) argues that the AI boom is much larger and more far-reaching than past historical shifts from personal computers to the mobile internet. He marks our current position relative to AI' s actual capacity as being in the extreme infancy of a massive, decade-long expansion. As AI workloads transition from massive data centers to billions of everyday edge devices, Haas emphasizes that the long-term architectural transformation is only just starting to unfold.

Rene Haas: " Considering the changes AI can bring for humanity and the planet, and our current position relative to its capability, it is very early."
https://www.youtube.com/shorts/TAzFyPP8Ats |. https://www.bloomberg.com/news/videos/2026-04-10/arm-ceo-says-ai-is-much-bigger-than-the-internet-shift

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Weak lah.... not looking good lah.... trending down lah.... good luck to those holding lah..... geez, cannot be jealous until like that lah!.......well, if you still blurred, not knowing what' s REALLY hitting you, maybe this will help..... also remember, I have said, several times already, UMS is brewing a major development middle of the year, latest third quarter.... maybe you want to put it in your diary...... unlike many here, the gangsters don' t play a fool with their speculations..... believe or unbelieve, it doesn' t bother them, it only bothers, if you didn' t dyodddddd......

Applied Materials boosts Singapore manufacturing operations with US$500 million campus to meet AI chip demand
https://www.businesstimes.com.sg/singapore/applied-materials-boosts-singapore-manufacturing-operations-us500-million-campus-meet-ai-chip-demand

Direct Impact on UMS Integration
This news is highly significant and directly beneficial to UMS Integration. Applied Materials (AMAT) is the core growth engine for UMS Integration, making this local expansion a major catalyst.

Primary Customer Link: UMS operates as an integrated Original Equipment Manufacturer (OEM) for front-end semiconductor equipment, primarily serving Applied Materials, which is currently been one of the two major anchor clients of UMS.
Cleanroom Synergy: AMAT' s new Tampines campus doubles its advanced cleanroom capacity in Singapore. As AMAT scales up local volume production, UMS is structurally positioned to capture the immediate surge in demand for wafer transfer modules and high-precision components.
Contract Security: UMS recently renewed its integrated system contract with AMAT for three years. This means UMS is directly tied into the equipment maker' s multi-year AI manufacturing pipeline.

TSMC May Revenue Hits NT$416.9 Billion, Surging 30%. AI Chip Orders Pour In.
https://www.tradingkey.com/analysis/stocks/more/261957681-tsmc-may-revenue-surges-30-to-416-9b-ntd-tradingkey

Powerful Positive Catalyst for UMS Integration
TSMC' s record NT$416.98 billion May revenue ~ a 30.1% year-on-year surge ~ confirms relentless global demand for AI infrastructure. Operating under severe capacity constraints, TSMC has pushed its 2026 capex guidance up to $56 billion. This massive expansion triggers a powerful supply chain domino effect, serving as a highly significant, positive growth catalyst for UMS and related semi-cap players.

The AMAT Connection: Currently more than half of UMS' s revenue comes from Applied Materials (AMAT). AMAT is a dominant global market leader in front-end semiconductor manufacturing equipment, and TSMC is one of AMAT' s largest customers.
Capex Flow-Through: When TSMC expands its manufacturing capacity and upgrades to cutting-edge nodes (like 3nm) to build AI accelerators, it must purchase massive volumes of fabrication machinery from AMAT.
UMS' s Role: UMS manufactures the high-precision front-end components, electromechanical sub-assemblies, and advanced packaging system parts that AMAT integrates into its machines. High TSMC sales translate directly into a robust, multi-year order pipeline for UMS.

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Think Admin will unlock the AEM thread, with the offensive posts deleted, if there' s enough interest and support.....
so it' s up to you guys, if you want to know more interesting news, you have to send Admin a message via " alert admin" or email.....
otherwise, that will be the end of our story......
https://www.sharejunction.com/sharejunction/listMessage.htm?topicId=22090& searchString=& msgbdName=AEM%20SGD& topicTitle=AEM%20(+Venture,%20UMS)%20the%20most%20AI-relevant%20SGX%20stock

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Pity the AEM thread is gone......I actually have a view on a related tokkong development to make, but now that is gone, it would take me quite some time to start another thread....for now if I want to I&rsquo ' ll post any related AEM brewings, I&rsquo ' ll post them here........

And let me emphasise this........ this thread and any further AEM thread is for LONG TERM SERIOUS INVESTORS.......it is not for mercenaries who come here to ruan ruan prostitute around......for long termers, if you are looking at three years horizons, treat all these noises as mosquitoes bites......these four AI relevance stocks are ONCE IN A GENERATION STOCKS.......if you think the prices are high now....... Wait till you see them in three years time.....

A coffee shop example........

As of June 2026, NVIDIA' s stock price has increased by approximately 50% over the past 1 year, 425% over the past 3 years, and over 1,000 % over the past 5 years. Five years ago, its price was less than US$18, now is more than US$200! But, but, but if not for a massive stock splits since then - including a 4-for-1 split in July 2021 and a 10-for-1 split in June 2024, its price would have been more than US$700 by now!!! Let me guarantee you, if AEM progresses as it is now, its price will monitor, RELATIVELY, like that! This is a mafia guarantee, which no official brokerage house is able to visualise that!

aragosta ( Date: 07-Jun-2026 16:16) Posted:

I first posted this on the AEM thread, https://www.sharejunction.com/sharejunction/listMessage.htm?topicId=22090& searchString=& msgbdName=AEM%20SGD& topicTitle=AEM%20(+Venture,%20UMS)%20the%20most%20AI-relevant%20SGX%20stock but it is so powerful and so significant to every people who is interested in AI relevant stocks, that I thought I post it here to o..... here' s an incentive, if you are interested in AI relevant stocks such as this, AEM, Frencken, Valutronics, etc you must make an effort to read through this message thoroughly, because in it, you will get the hints, why in under three years' time, all these AI relevant stocks will be worth MORE THAN TWICE they are now...... no bull, by now you show know how unbelievable these gangsters are, but still, believe or dont believe, dyodddddd please.....

==================
In their own words: " We are only at the Beginning of the AI BOOM!"
The perspective that the tech world is only at the very beginning of a massive AI revolution is a dominant thesis among almost all major tech giant executives and elite venture capitalists. Several prominent leaders and industry experts have explicitly stated this:

Tech Giant CEOs
(1) Jensen Huang (CEO of Nvidia) states the world is at the " beginning of a new industrial revolution." He asserts that shifting from traditional software to accelerated computing and generative AI requires a complete, foundational rewrite of the entire global tech stack. Unlike past revolutions producing physical goods, Huang emphasizes the current era involves AI factories manufacturing intelligence, driving a multi-trillion dollar infrastructure opportunity.

Huang: " We are at the beginning of a new Industrial Revolution."
https://www.youtube.com/watch?v=AIcZ6z18xMQ | https://www.fierce-network.com/cloud/nvidias-jensen-huang-future-enterprise-ai

(2) Lisa Su (CEO of AMD) explicitly dismisses any AI bubble concerns by likening the current boom to the " third inning" of a nine-inning baseball game, highlighting that the vast majority of innovation and market growth is yet to come. She forecasts a massive, long-term expansion where active global AI users explode from 1 billion to over 5 billion by 2030, fueling a relentless demand for data center infrastructure and high-performance computing through 2029.

Lisa Su: " We' re only in the 3RD INNING of AI! Demand will surge through 2029!"
https://www.youtube.com/watch?v=sUQqgqd96eo

(3) Satya Nadella (CEO of Microsoft) explicitly emphasizes that humanity is merely at the starting line of a multi-decade technological shift. He argues that today' s advanced AI models and chatbots are just the early foundation, emphasizing that we have barely scratched the surface of its ultimate global economic impact. Instead, we are only at the beginning of a true " Agentic Era" that will require decades of global infrastructure buildouts to fully realize.

Nadella: " We are moving from the phase of talking about AI to AI at scale.......and it is only just beginning."
https://msftstories.thesourcemediaassets.com/2023/04/Satya-Nadella-The-Future-of-Work-with-AI.pdf | https://www.youtube.com/watch?v=FufINEXBxdY

(4) Masayoshi Son (CEO of SoftBank) argues that the AI revolution is " 50 times bigger than the dotcom boom" . He notes that despite potential market corrections, AI is currently in the early " internet era" stage and will yield Artificial General Intelligence that surpasses human capability within the decade. To reinforce why this is only starting, Son stresses that while the internet connected existing information, AI autonomously manufactures intelligence itself.

Masayoshi Son: " The AI revolution will be 50 times bigger than the Dotcom revolution in the 2000s."
https://www.cnbc.com/2026/06/01/softbank-masayoshi-son-ai-revolution-investment.html

(5) Marc Benioff (CEO of Salesforce) argues the tech ecosystem is moving past traditional software limits, asserting we are entering the true phase of utility. He frames this era as a " digital labor revolution" introducing an " unlimited workforce" of autonomous agents. He emphasizes this marks the most critical step of the AI transition, where software shifts from predictive assistants into independent digital entities capable of handling business pipelines natively.

Benioff: " We' ve gone through cloud, we' ' be gone through mobile, we' ' be gone through predictive AI......And now we' re entering this new agentic AI revolution, and it is going to be magic."
https://www.odaseva.com/blog/dreamforce-2025-secure-and-manage-your-data-with-odaseva | https://www.youtube.com/watch?v=j_6nF4wznKs

(6) Mark Zuckerberg (CEO of Meta) emphasizes that the tech industry is in a profound " multi-year investment cycle," stating that frontier capabilities are still in their infancy. Rather than promising a singular breakthrough, he frames generative AI as a long-term trajectory. He argues that achieving these frontier capabilities is a massive undertaking requiring tech giants to build out hundreds of billions of dollars in infrastructure to support the paradigm' s earliest stages.

Zuckerberg: " Building the leading AI will also be a larger undertaking.....and this is likely going to take several years."
https://www.medianama.com/2024/04/223-multi-investment-cycle-meta-ai-offerings-profitable-earnings-call/

(7) Sam Altman (CEO of OpenAI) explicitly argues that humanity is living through the absolute dawn of the AI era, stating that today' s most advanced systems will soon look like primitive relics. He asserts that we are only at the very beginning of a massive socio-economic shift, comparing the current state of artificial intelligence to the earliest, dial-up days of the internet. Altman emphasizes that the true revolution will unfold over the coming decades as agentic systems scale globally.

Sam Altman: " We are at the beginning of a multi-decade technological revolution that will be even larger than the agricultural, industrial, and internet revolutions combined."
https://ia.samaltman.com | https://www.youtube.com/watch?v=evDI1a6E8JY& t=14s

(8) Elon Musk (CEO of Tesla & xAI) argues that the current AI boom cannot be compared to any prior tech cycle, because the underlying dedicated AI compute appears to be growing by an unprecedented factor of 10 every six months. While historical innovations like smartphones and the internet rode Moore' s Law, Musk emphasizes that AI is on an extreme compounding trajectory. This means the world is only at the base of a vertical spike, where breakthroughs occur frequently and rapidly.

Musk: " The pace of AI development is so rapid that breakthroughs occur frequently, even multiple times within a single day."
https://www.youtube.com/shorts/GHf-Tbg48iw | https://x.com/r0ck3t23/status/2059788584714957168

Hyperscale Infrastructure Builders
(9) Sundar Pichai (CEO of Google & Alphabet) uses the analogy that today' s most advanced AI models are incredibly primitive compared to what is coming, treating the current era as the basic foundational layer of a massive platform shift. He outlines the transition as a multi-decade journey, believing that we are still in the early days of a profound AI shift. Pichai notes that humanity is only at the starting line of integrating baseline AI utility into search, creation, and daily global workflows.

Sundar Pichai: " We are absolutely still in the early days of a profound AI shift!"
https://www.instagram.com/reel/DTORUNHD110/ | https://www.instagram.com/reel/DYpaa7fuNoR/

(10) Andy Jassy (CEO of Amazon) views generative AI as an era-defining, once-in-a-lifetime technological transformation, noting the world has never seen a technology achieve this scale of adoption so quickly. He emphasizes this current explosion is merely a prelude to a massive, long-term infrastructure cycle. This multi-decade trajectory requires hundreds of billions of dollars in capital expenditure for cloud data centers and custom silicon to support AI' s baseline requirements.

Andy Jassy: " AI is a once-in-a-lifetime opportunity, where the current growth is unprecedented and the future growth even bigger."
https://www.aboutamazon.com/news/aws/amazon-ceo-andy-jassy-aws-ai

Venture Capital Pioneers
(11) Alan Patricof (Co-Founder of Greycroft & Primetime Partners), veteran investor with over 60 years of venture capital experience, declares that we are only at the start of a true revolution that vastly eclipses the internet, PC or cellular eras. While he cautions investors against short-term market speculation and inflated valuations, he remains profoundly optimistic about the long-term horizon, asserting that we are only at the beginning of the most significant inflection point in technology history.

Alan Patricof: " AI is the most significant inflection point in technology. This By Far Outweighs Any Technology Revolution."
https://www.cnbc.com/video/2024/04/05/ai-is-the-most-significant-inflection-point-in-technology-says-primetime-partners-alan-patricof.html

Hardware & Semiconductor Enablers
(12) C C Wei (CEO of TSMC) asserts that the global AI boom is merely beginning, projecting that an insane surge in demand for high-performance computing will continuously outpace the global semiconductor supply chain for years to come. He characterizes the current advanced manufacturing bottlenecks not as a temporary trend, but as the initial phase of a long-term, multi-year structural buildout driven by tech giants aggressively expanding hardware capacity.

C C Wei: " I believe it' s just the beginning of this (AI) demand......and it will continue for many years."
https://asia.nikkei.com/business/tech/semiconductors/tsmc-says-insane-ai-demand-is-real-and-a-boon-for-chip-giant

(13) Christophe Fouquet (CEO of ASML): whose company holds a monopoly on Extreme Ultraviolet lithography machines, views the global market as on the cusp of an aggressive, long-term infrastructure loop. He maintains society is in the opening phase of an immense paradigm shift where advanced computing architectures penetrate every tech segment. Fouquet emphasizes the market will remain heavily supply-constrained because the foundation of the AI revolution is still being laid.

Fouquet: " We see our society going from chips everywhere to AI chips everywhere."
https://www.sec.gov/Archives/edgar/data/937966/000093796624000026/exhibit992.htm

(14) Sanjay Mehrotra (CEO of Micron Technology) views the global data industry as being in the opening stages of a massive, multi-year growth cycle driven entirely by artificial intelligence. He emphasizes that the rapid transition to next-generation AI accelerators is triggering an unyielding structural shortage of high-bandwidth memory. This severe hardware bottleneck will persist for consecutive years because the industry is still at the base of its deployment curve.

Mehrotra: " AI is in very early innings.....memory is a strategic asset you need more memory, you need faster performance memory in order for AI to be able to deliver its full capabilities."
https://tech.yahoo.com/ai/articles/ai-very-early-innings-micron-220000034.html

(15) Rene Haas (CEO of ARM Holdings) argues that the AI boom is much larger and more far-reaching than past historical shifts from personal computers to the mobile internet. He marks our current position relative to AI' s actual capacity as being in the extreme infancy of a massive, decade-long expansion. As AI workloads transition from massive data centers to billions of everyday edge devices, Haas emphasizes that the long-term architectural transformation is only just starting to unfold.

Rene Haas: " Considering the changes AI can bring for humanity and the planet, and our current position relative to its capability, it is very early."
https://www.youtube.com/shorts/TAzFyPP8Ats |. https://www.bloomberg.com/news/videos/2026-04-10/arm-ceo-says-ai-is-much-bigger-than-the-internet-shift

x 0

I first posted this on the AEM thread, https://www.sharejunction.com/sharejunction/listMessage.htm?topicId=22090& searchString=& msgbdName=AEM%20SGD& topicTitle=AEM%20(+Venture,%20UMS)%20the%20most%20AI-relevant%20SGX%20stock but it is so powerful and so significant to every people who is interested in AI relevant stocks, that I thought I post it here to o..... here' s an incentive, if you are interested in AI relevant stocks such as this, AEM, Frencken, Valutronics, etc you must make an effort to read through this message thoroughly, because in it, you will get the hints, why in under three years' time, all these AI relevant stocks will be worth MORE THAN TWICE they are now...... no bull, by now you show know how unbelievable these gangsters are, but still, believe or dont believe, dyodddddd please.....

==================
In their own words: " We are only at the Beginning of the AI BOOM!"
The perspective that the tech world is only at the very beginning of a massive AI revolution is a dominant thesis among almost all major tech giant executives and elite venture capitalists. Several prominent leaders and industry experts have explicitly stated this:

Tech Giant CEOs
(1) Jensen Huang (CEO of Nvidia) states the world is at the " beginning of a new industrial revolution." He asserts that shifting from traditional software to accelerated computing and generative AI requires a complete, foundational rewrite of the entire global tech stack. Unlike past revolutions producing physical goods, Huang emphasizes the current era involves AI factories manufacturing intelligence, driving a multi-trillion dollar infrastructure opportunity.

Huang: " We are at the beginning of a new Industrial Revolution."
https://www.youtube.com/watch?v=AIcZ6z18xMQ | https://www.fierce-network.com/cloud/nvidias-jensen-huang-future-enterprise-ai

(2) Lisa Su (CEO of AMD) explicitly dismisses any AI bubble concerns by likening the current boom to the " third inning" of a nine-inning baseball game, highlighting that the vast majority of innovation and market growth is yet to come. She forecasts a massive, long-term expansion where active global AI users explode from 1 billion to over 5 billion by 2030, fueling a relentless demand for data center infrastructure and high-performance computing through 2029.

Lisa Su: " We' re only in the 3RD INNING of AI! Demand will surge through 2029!"
https://www.youtube.com/watch?v=sUQqgqd96eo

(3) Satya Nadella (CEO of Microsoft) explicitly emphasizes that humanity is merely at the starting line of a multi-decade technological shift. He argues that today' s advanced AI models and chatbots are just the early foundation, emphasizing that we have barely scratched the surface of its ultimate global economic impact. Instead, we are only at the beginning of a true " Agentic Era" that will require decades of global infrastructure buildouts to fully realize.

Nadella: " We are moving from the phase of talking about AI to AI at scale.......and it is only just beginning."
https://msftstories.thesourcemediaassets.com/2023/04/Satya-Nadella-The-Future-of-Work-with-AI.pdf | https://www.youtube.com/watch?v=FufINEXBxdY

(4) Masayoshi Son (CEO of SoftBank) argues that the AI revolution is " 50 times bigger than the dotcom boom" . He notes that despite potential market corrections, AI is currently in the early " internet era" stage and will yield Artificial General Intelligence that surpasses human capability within the decade. To reinforce why this is only starting, Son stresses that while the internet connected existing information, AI autonomously manufactures intelligence itself.

Masayoshi Son: " The AI revolution will be 50 times bigger than the Dotcom revolution in the 2000s."
https://www.cnbc.com/2026/06/01/softbank-masayoshi-son-ai-revolution-investment.html

(5) Marc Benioff (CEO of Salesforce) argues the tech ecosystem is moving past traditional software limits, asserting we are entering the true phase of utility. He frames this era as a " digital labor revolution" introducing an " unlimited workforce" of autonomous agents. He emphasizes this marks the most critical step of the AI transition, where software shifts from predictive assistants into independent digital entities capable of handling business pipelines natively.

Benioff: " We' ve gone through cloud, we' ' be gone through mobile, we' ' be gone through predictive AI......And now we' re entering this new agentic AI revolution, and it is going to be magic."
https://www.odaseva.com/blog/dreamforce-2025-secure-and-manage-your-data-with-odaseva | https://www.youtube.com/watch?v=j_6nF4wznKs

(6) Mark Zuckerberg (CEO of Meta) emphasizes that the tech industry is in a profound " multi-year investment cycle," stating that frontier capabilities are still in their infancy. Rather than promising a singular breakthrough, he frames generative AI as a long-term trajectory. He argues that achieving these frontier capabilities is a massive undertaking requiring tech giants to build out hundreds of billions of dollars in infrastructure to support the paradigm' s earliest stages.

Zuckerberg: " Building the leading AI will also be a larger undertaking.....and this is likely going to take several years."
https://www.medianama.com/2024/04/223-multi-investment-cycle-meta-ai-offerings-profitable-earnings-call/

(7) Sam Altman (CEO of OpenAI) explicitly argues that humanity is living through the absolute dawn of the AI era, stating that today' s most advanced systems will soon look like primitive relics. He asserts that we are only at the very beginning of a massive socio-economic shift, comparing the current state of artificial intelligence to the earliest, dial-up days of the internet. Altman emphasizes that the true revolution will unfold over the coming decades as agentic systems scale globally.

Sam Altman: " We are at the beginning of a multi-decade technological revolution that will be even larger than the agricultural, industrial, and internet revolutions combined."
https://ia.samaltman.com | https://www.youtube.com/watch?v=evDI1a6E8JY& t=14s

(8) Elon Musk (CEO of Tesla & xAI) argues that the current AI boom cannot be compared to any prior tech cycle, because the underlying dedicated AI compute appears to be growing by an unprecedented factor of 10 every six months. While historical innovations like smartphones and the internet rode Moore' s Law, Musk emphasizes that AI is on an extreme compounding trajectory. This means the world is only at the base of a vertical spike, where breakthroughs occur frequently and rapidly.

Musk: " The pace of AI development is so rapid that breakthroughs occur frequently, even multiple times within a single day."
https://www.youtube.com/shorts/GHf-Tbg48iw | https://x.com/r0ck3t23/status/2059788584714957168

Hyperscale Infrastructure Builders
(9) Sundar Pichai (CEO of Google & Alphabet) uses the analogy that today' s most advanced AI models are incredibly primitive compared to what is coming, treating the current era as the basic foundational layer of a massive platform shift. He outlines the transition as a multi-decade journey, believing that we are still in the early days of a profound AI shift. Pichai notes that humanity is only at the starting line of integrating baseline AI utility into search, creation, and daily global workflows.

Sundar Pichai: " We are absolutely still in the early days of a profound AI shift!"
https://www.instagram.com/reel/DTORUNHD110/ | https://www.instagram.com/reel/DYpaa7fuNoR/

(10) Andy Jassy (CEO of Amazon) views generative AI as an era-defining, once-in-a-lifetime technological transformation, noting the world has never seen a technology achieve this scale of adoption so quickly. He emphasizes this current explosion is merely a prelude to a massive, long-term infrastructure cycle. This multi-decade trajectory requires hundreds of billions of dollars in capital expenditure for cloud data centers and custom silicon to support AI' s baseline requirements.

Andy Jassy: " AI is a once-in-a-lifetime opportunity, where the current growth is unprecedented and the future growth even bigger."
https://www.aboutamazon.com/news/aws/amazon-ceo-andy-jassy-aws-ai

Venture Capital Pioneers
(11) Alan Patricof (Co-Founder of Greycroft & Primetime Partners), veteran investor with over 60 years of venture capital experience, declares that we are only at the start of a true revolution that vastly eclipses the internet, PC or cellular eras. While he cautions investors against short-term market speculation and inflated valuations, he remains profoundly optimistic about the long-term horizon, asserting that we are only at the beginning of the most significant inflection point in technology history.

Alan Patricof: " AI is the most significant inflection point in technology. This By Far Outweighs Any Technology Revolution."
https://www.cnbc.com/video/2024/04/05/ai-is-the-most-significant-inflection-point-in-technology-says-primetime-partners-alan-patricof.html

Hardware & Semiconductor Enablers
(12) C C Wei (CEO of TSMC) asserts that the global AI boom is merely beginning, projecting that an insane surge in demand for high-performance computing will continuously outpace the global semiconductor supply chain for years to come. He characterizes the current advanced manufacturing bottlenecks not as a temporary trend, but as the initial phase of a long-term, multi-year structural buildout driven by tech giants aggressively expanding hardware capacity.

C C Wei: " I believe it' s just the beginning of this (AI) demand......and it will continue for many years."
https://asia.nikkei.com/business/tech/semiconductors/tsmc-says-insane-ai-demand-is-real-and-a-boon-for-chip-giant

(13) Christophe Fouquet (CEO of ASML): whose company holds a monopoly on Extreme Ultraviolet lithography machines, views the global market as on the cusp of an aggressive, long-term infrastructure loop. He maintains society is in the opening phase of an immense paradigm shift where advanced computing architectures penetrate every tech segment. Fouquet emphasizes the market will remain heavily supply-constrained because the foundation of the AI revolution is still being laid.

Fouquet: " We see our society going from chips everywhere to AI chips everywhere."
https://www.sec.gov/Archives/edgar/data/937966/000093796624000026/exhibit992.htm

(14) Sanjay Mehrotra (CEO of Micron Technology) views the global data industry as being in the opening stages of a massive, multi-year growth cycle driven entirely by artificial intelligence. He emphasizes that the rapid transition to next-generation AI accelerators is triggering an unyielding structural shortage of high-bandwidth memory. This severe hardware bottleneck will persist for consecutive years because the industry is still at the base of its deployment curve.

Mehrotra: " AI is in very early innings.....memory is a strategic asset you need more memory, you need faster performance memory in order for AI to be able to deliver its full capabilities."
https://tech.yahoo.com/ai/articles/ai-very-early-innings-micron-220000034.html

(15) Rene Haas (CEO of ARM Holdings) argues that the AI boom is much larger and more far-reaching than past historical shifts from personal computers to the mobile internet. He marks our current position relative to AI' s actual capacity as being in the extreme infancy of a massive, decade-long expansion. As AI workloads transition from massive data centers to billions of everyday edge devices, Haas emphasizes that the long-term architectural transformation is only just starting to unfold.

Rene Haas: " Considering the changes AI can bring for humanity and the planet, and our current position relative to its capability, it is very early."
https://www.youtube.com/shorts/TAzFyPP8Ats |. https://www.bloomberg.com/news/videos/2026-04-10/arm-ceo-says-ai-is-much-bigger-than-the-internet-shift

x 0

THE MOST PROFOUND MOTHER OF ALL AI COMMENTS/OPINION. IN SHORT, THEY ARE CRYING IN UNISON TO YOU " THE BEST IS YET TO COME!"

==================
In their own words: " We are only at the Beginning of the AI BOOM!"
The perspective that the tech world is only at the very beginning of a massive AI revolution is a dominant thesis among almost all major tech giant executives and elite venture capitalists. Several prominent leaders and industry experts have explicitly stated this:

Tech Giant CEOs

(1) Jensen Huang (CEO of Nvidia) states the world is at the " beginning of a new industrial revolution." He asserts that shifting from traditional software to accelerated computing and generative AI requires a complete, foundational rewrite of the entire global tech stack. Unlike past revolutions producing physical goods, Huang emphasizes the current era involves AI factories manufacturing intelligence, driving a multi-trillion dollar infrastructure opportunity.

Huang: " We are at the beginning of a new Industrial Revolution." https://www.youtube.com/watch?v=AIcZ6z18xMQ | https://www.fierce-network.com/cloud/nvidias-jensen-huang-future-enterprise-ai

(2) Lisa Su (CEO of AMD) explicitly dismisses any AI bubble concerns by likening the current boom to the " third inning" of a nine-inning baseball game, highlighting that the vast majority of innovation and market growth is yet to come. She forecasts a massive, long-term expansion where active global AI users explode from 1 billion to over 5 billion by 2030, fueling a relentless demand for data center infrastructure and high-performance computing through 2029.

Lisa Su: " We' re only in the 3RD INNING of AI! Demand will surge through 2029!"
https://www.youtube.com/watch?v=sUQqgqd96eo

(3) Satya Nadella (CEO of Microsoft) explicitly emphasizes that humanity is merely at the starting line of a multi-decade technological shift. He argues that today' s advanced AI models and chatbots are just the early foundation, emphasizing that we have barely scratched the surface of its ultimate global economic impact. Instead, we are only at the beginning of a true " Agentic Era" that will require decades of global infrastructure buildouts to fully realize.

Nadella: " We are moving from the phase of talking about AI to AI at scale..... and it is only just beginning."
https://msftstories.thesourcemediaassets.com/2023/04/Satya-Nadella-The-Future-of-Work-with-AI.pdf | https://www.youtube.com/watch?v=FufINEXBxdY

(4) Masayoshi Son (CEO of SoftBank) argues that the AI revolution is " 50 times bigger than the dotcom boom" . He notes that despite potential market corrections, AI is currently in the early " internet era" stage and will yield Artificial General Intelligence that surpasses human capability within the decade. To reinforce why this is only starting, Son stresses that while the internet connected existing information, AI autonomously manufactures intelligence itself.

Masayoshi Son: " The AI revolution will be 50 times bigger than the Dotcom revolution in the 2000s."
https://www.cnbc.com/2026/06/01/softbank-masayoshi-son-ai-revolution-investment.html

(5) Marc Benioff (CEO of Salesforce) argues the tech ecosystem is moving past traditional software limits, asserting we are entering the true phase of utility. He frames this era as a " digital labor revolution" introducing an " unlimited workforce" of autonomous agents. He emphasizes this marks the most critical step of the AI transition, where software shifts from predictive assistants into independent digital entities capable of handling business pipelines natively.

Benioff: " We' ve gone through cloud, we' ve gone through mobile, we' ve gone through predictive AI.....And now we' re entering this new agentic AI revolution, and it is going to be magic."
https://www.odaseva.com/blog/dreamforce-2025-secure-and-manage-your-data-with-odaseva | https://www.youtube.com/watch?v=j_6nF4wznKs

(6) Mark Zuckerberg (CEO of Meta) emphasizes that the tech industry is in a profound " multi-year investment cycle," stating that frontier capabilities are still in their infancy. Rather than promising a singular breakthrough, he frames generative AI as a long-term trajectory. He argues that achieving these frontier capabilities is a massive undertaking requiring tech giants to build out hundreds of billions of dollars in infrastructure to support the paradigm' s earliest stages.

Zuckerberg: " Building the leading AI will also be a larger undertaking..... and this is likely going to take several years."
https://www.medianama.com/2024/04/223-multi-investment-cycle-meta-ai-offerings-profitable-earnings-call/

(7) Sam Altman (CEO of OpenAI) explicitly argues that humanity is living through the absolute dawn of the AI era, stating that today' s most advanced systems will soon look like primitive relics. He asserts that we are only at the very beginning of a massive socio-economic shift, comparing the current state of artificial intelligence to the earliest, dial-up days of the internet. Altman emphasizes that the true revolution will unfold over the coming decades as agentic systems scale globally.

Sam Altman: " We are at the beginning of a multi-decade technological revolution that will be even larger than the agricultural, industrial, and internet revolutions combined."
https://ia.samaltman.com | https://www.youtube.com/watch?v=evDI1a6E8JY& t=14s

(8) Elon Musk (CEO of Tesla & xAI) argues that the current AI boom cannot be compared to any prior tech cycle, because the underlying dedicated AI compute appears to be growing by an unprecedented factor of 10 every six months. While historical innovations like smartphones and the internet rode Moore' s Law, Musk emphasizes that AI is on an extreme compounding trajectory. This means the world is only at the base of a vertical spike, where breakthroughs occur frequently and rapidly.

Musk: " The pace of AI development is so rapid that breakthroughs occur frequently, even multiple times within a single day."
https://www.youtube.com/shorts/GHf-Tbg48iw | https://x.com/r0ck3t23/status/2059788584714957168

Hyperscale Infrastructure Builders

(9) Sundar Pichai (CEO of Google & Alphabet) uses the analogy that today' s most advanced AI models are incredibly primitive compared to what is coming, treating the current era as the basic foundational layer of a massive platform shift. He outlines the transition as a multi-decade journey, believing that we are still in the early days of a profound AI shift. Pichai notes that humanity is only at the starting line of integrating baseline AI utility into search, creation, and daily global workflows.

Sundar Pichai: " We are absolutely still in the early days of a profound AI shift!"
https://www.instagram.com/reel/DTORUNHD110/ | https://www.instagram.com/reel/DYpaa7fuNoR/

(10) Andy Jassy (CEO of Amazon) views generative AI as an era-defining, once-in-a-lifetime technological transformation, noting the world has never seen a technology achieve this scale of adoption so quickly. He emphasizes this current explosion is merely a prelude to a massive, long-term infrastructure cycle. This multi-decade trajectory requires hundreds of billions of dollars in capital expenditure for cloud data centers and custom silicon to support AI' s baseline requirements.

Andy Jassy: " AI is a once-in-a-lifetime opportunity, where the current growth is unprecedented and the future growth even bigger."
https://www.aboutamazon.com/news/aws/amazon-ceo-andy-jassy-aws-ai

Venture Capital Pioneers

(11) Alan Patricof (Co-Founder of Greycroft & Primetime Partners), veteran investor with over 60 years of venture capital experience, declares that we are only at the start of a true revolution that vastly eclipses the internet, PC or cellular eras. While he cautions investors against short-term market speculation and inflated valuations, he remains profoundly optimistic about the long-term horizon, asserting that we are only at the beginning of the most significant inflection point in technology history.

Alan Patricof: " AI is the most significant inflection point in technology. This By Far Outweighs Any Technology Revolution."
https://www.cnbc.com/video/2024/04/05/ai-is-the-most-significant-inflection-point-in-technology-says-primetime-partners-alan-patricof.html

Hardware & Semiconductor Enablers

(12) C C Wei (CEO of TSMC) asserts that the global AI boom is merely beginning, projecting that an insane surge in demand for high-performance computing will continuously outpace the global semiconductor supply chain for years to come. He characterizes the current advanced manufacturing bottlenecks not as a temporary trend, but as the initial phase of a long-term, multi-year structural buildout driven by tech giants aggressively expanding hardware capacity.

C C Wei: " I believe it' s just the beginning of this (AI)demand.... and it will continue for many years."
https://asia.nikkei.com/business/tech/semiconductors/tsmc-says-insane-ai-demand-is-real-and-a-boon-for-chip-giant

(13) Christophe Fouquet (CEO of ASML): whose company holds a monopoly on Extreme Ultraviolet lithography machines, views the global market as on the cusp of an aggressive, long-term infrastructure loop. He maintains society is in the opening phase of an immense paradigm shift where advanced computing architectures penetrate every tech segment. Fouquet emphasizes the market will remain heavily supply-constrained because the foundation of the AI revolution is still being laid.

Fouquet: " We see our society going from chips everywhere to AI chips everywhere."
https://www.sec.gov/Archives/edgar/data/937966/000093796624000026/exhibit992.htm

(14) Sanjay Mehrotra (CEO of Micron Technology) views the global data industry as being in the opening stages of a massive, multi-year growth cycle driven entirely by artificial intelligence. He emphasizes that the rapid transition to next-generation AI accelerators is triggering an unyielding structural shortage of high-bandwidth memory. This severe hardware bottleneck will persist for consecutive years because the industry is still at the base of its deployment curve.

Mehrotra: " AI is in very early innings..... memory is a strategic asset you need more memory, you need faster performance memory in order for AI to be able to deliver its full capabilities."
https://tech.yahoo.com/ai/articles/ai-very-early-innings-micron-220000034.html

(15) Rene Haas (CEO of ARM Holdings) argues that the AI boom is much larger and more far-reaching than past historical shifts from personal computers to the mobile internet. He marks our current position relative to AI' s actual capacity as being in the extreme infancy of a massive, decade-long expansion. As AI workloads transition from massive data centers to billions of everyday edge devices, Haas emphasizes that the long-term architectural transformation is only just starting to unfold.

Rene Haas: " Considering the changes AI can bring for humanity and the planet, and our current position relative to its capability, it is very early."
https://www.youtube.com/shorts/TAzFyPP8Ats |. https://www.bloomberg.com/news/videos/2026-04-10/arm-ceo-says-ai-is-much-bigger-than-the-internet-shift

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UMS signs pact for joint venture with three Vietnamese precision engineering firm https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/ums-signs-pact-joint-venture-three-vietnamese-precision-engineering-firms

Should you be surprised? Well, you shouldn' t be if you' ve been listening to my coffee shop stories. In one, I told you, in the 1980s, from HongKong, where life and doing business was tough, he went to Vietnam with his good friend Mr Lam, who later found Lam Research when he migrated to the US......so you can see that this is an extension of business contacts from those early days. You might want to know, that my very very good friend and ex neighbour does speak Vietnamese!

As I kept telling you, there is a long long run way for this stock, and we are at the beginning of a phenomenal AI boom..... I intend to post less nowadays, because I don' t want to give those mercenary contrarians a head start..... hope they are badly burnt these few days..... Mr Luong was right, we want a gradual steady rise to the price based on rising earnings and improving fundamentals backed by positive developments, not one that is played irrationally and exuberantly by these mercenaries ......

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I' ll dive deeper into this and back up our views when the time is right. But quick reminder, we were the absolute first to call the UMS bonus issues back in 2014 and 2017 on the old forum before anyone else......

Think about this: even a 1-for-2 bonus issue only adds around 155 million shares, keeping the total float under half a billion. That' s honestly weak potatoes for a player aiming to be a global tech giant. But the black market people are eyeing for a 1-for-4 setup instead, much like the UMS' s scheme. That way, we copy the UMS playbook ~ they did 4 bonus issues over the years, and get this: their share price today is 4x what it was back in 2014 when it started issuing bonus shares! (Yes, UMS price was only $0.70 then!). It completely kills the argument that bonus issues permanently dilute share price. It proves that GROWTH outpaces dilution.

AEM has the exact same firepower engine to replicate that run, if not better. Its fundamentals are strengthening, revenues are scaling, and it' s riding a massive AI boom that UMS is only just starting to taste.

The gangsters are truly unbelievable nowadays, but dyoddddd anyway.....

aragosta ( Date: 04-Jun-2026 01:43) Posted:

Eleven is way off target.... if this truly happens....

AEM: A Major Problem is Brewing, But It Could Brew a Major Price Catalyst
This is not guess-work, mere speculation, or a scam. This is a very real situation developing right now behind the scenes at AEM Holdings. The company is potentially hitting a major trading problem ~ a real supply bottleneck. But if you understand how the stock market works, this exact crisis is the perfect recipe to send the stock price skyrocketing.

Why AEM Holdings is Primed for a Liquidity Squeeze
The core investment thesis for AEM Holdings rests on a classic supply-and-demand mismatch: exponentially rising AI demand colliding with a severely shrinking public float.

Here is why a major price catalyst is brewing:
The Register is Locked: Where to find the KEY?
AEM has only 320 million shares outstanding. The vast majority are held in strong hands by long-term, high-conviction backers like Temasek Holdings (~12.3%), JPMorgan, Bank of America, Fidelity, abrdn, and strategic partners like ASE Technology. They are not selling anytime soon. And so are many serious long term retailers who strongly believe in its potential phenomenal growth story.

So??! Well, the Float is Shrinking
With institutional heavyweights locking away shares, the actual tradable public float is getting incredibly small. This creates a severe trading bottleneck.

Where does this lead to? The Bonus Share " issue" lah!
To solve this impending liquidity issue and reward long-term investors, black market insiders suggest management is considering issuing bonus shares (similar to the successful multi-year blueprint used by UMS Integration).

Past vs. Present: We' ve been there before, so, what' s the diff?
While a small bonus issue in 2024 failed due to the industry inventory downturn, the macro environment today is completely different:
> 1Q2026 Turnaround: Revenue surged 36% YoY to S$116.9M, and net profits quadrupled.
> AI Tailwinds: Advanced chiplets and High-Bandwidth Memory (HBM) are driving exponential testing demand. Don' t forget we are only at the beginning of the AI revolution/boom.

The Bottom Line: What' s the beef?
When new thematic AI funds rush to buy AEM, they will be forced to compete over a tiny pool of available shares. A strategic bonus share issue right now would lower the per-share entry price, unlock massive retail volume, and act as the ultimate price accelerator.

#AEMHoldings #SGX #Semiconductors #AIBoom #StocksToWatch #Investing

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Eleven is way off target.... if this truly happens....

AEM: A Major Problem is Brewing, But It Could Brew a Major Price Catalyst
This is not guess-work, mere speculation, or a scam. This is a very real situation developing right now behind the scenes at AEM Holdings. The company is potentially hitting a major trading problem ~ a real supply bottleneck. But if you understand how the stock market works, this exact crisis is the perfect recipe to send the stock price skyrocketing.

Why AEM Holdings is Primed for a Liquidity Squeeze
The core investment thesis for AEM Holdings rests on a classic supply-and-demand mismatch: exponentially rising AI demand colliding with a severely shrinking public float.

Here is why a major price catalyst is brewing:
The Register is Locked: Where to find the KEY?
AEM has only 320 million shares outstanding. The vast majority are held in strong hands by long-term, high-conviction backers like Temasek Holdings (~12.3%), JPMorgan, Bank of America, Fidelity, abrdn, and strategic partners like ASE Technology. They are not selling anytime soon. And so are many serious long term retailers who strongly believe in its potential phenomenal growth story.

So??! Well, the Float is Shrinking
With institutional heavyweights locking away shares, the actual tradable public float is getting incredibly small. This creates a severe trading bottleneck.

Where does this lead to? The Bonus Share " issue" lah!
To solve this impending liquidity issue and reward long-term investors, black market insiders suggest management is considering issuing bonus shares (similar to the successful multi-year blueprint used by UMS Integration).

Past vs. Present: We' ve been there before, so, what' s the diff?
While a small bonus issue in 2024 failed due to the industry inventory downturn, the macro environment today is completely different:
> 1Q2026 Turnaround: Revenue surged 36% YoY to S$116.9M, and net profits quadrupled.
> AI Tailwinds: Advanced chiplets and High-Bandwidth Memory (HBM) are driving exponential testing demand. Don' t forget we are only at the beginning of the AI revolution/boom.

The Bottom Line: What' s the beef?
When new thematic AI funds rush to buy AEM, they will be forced to compete over a tiny pool of available shares. A strategic bonus share issue right now would lower the per-share entry price, unlock massive retail volume, and act as the ultimate price accelerator.

#AEMHoldings #SGX #Semiconductors #AIBoom #StocksToWatch #Investing

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Nvidia' s PC push carries downside risk for AEM, but DBS maintains BUY with S$11.80 target. AEM' s broader AI exposure, including data-centre GPU, should be less directly affected
https://www.businesstimes.com.sg/companies-markets/nvidias-pc-push-carries-downside-risk-aem-dbs-maintains-buy-s11-80-target

Well, the Market thinks different, a gangster' s subtle response
The bullish take on AEM Holdings argues that DBS Research' s " downside risk" label on Nvidia' s RTX Spark PC chip is overly narrow. Looking past immediate client exposure reveals that Nvidia' s entry structurally expands the exact market AEM dominates.

1. Broadening the AI-PC Testing Market
> Testing Complexity Skyrockets: Nvidia' s 3nm RTX Spark superchip integrates a Grace CPU, Blackwell GPU, and NVLink-C2C interconnect on advanced packaging.

> Massive SLT Demand: This extreme architectural complexity requires thorough System-Level Testing (SLT). AEM' s proprietary technology is optimized precisely for these heterogeneous, multi-die chips

> Extreme ATC Requirements: Combining a high-performance Blackwell GPU and CPU creates massive heat concentrated in small areas. This dynamic requires the millisecond-level precision of AEM,s Active Thermal Control (ATC) systems to test safely.

DOESN' T DBS RESEARCH TEAM KNOW ALL THAT?!

2. Rising Tide Lifts All Boats
> The Rub-on Foundry Effect: Intel and AMD are aggressively upgrading their own architectures to compete with Nvidia Spark.

> Increased Order Volumes: As AEM' s legacy customers fight back with complex AI-PCs of their own, they will deploy more advanced chips. This shift drives higher test equipment intensity and consumables orders for AEM.

> Ecosystem-Wide Expansion: Nvidia' s push validates a massive, high-margin market for premium AI-PCs, raising the industry' s baseline capital expenditure.

IN SHORT, AEM IS FRIEND TO ALL, ENEMY TO NONE! DBS RESEARCH PLEASE NOTE.

3. AEM' s Structural Turnaround
The market' s massive 2026 rally reflects a fundamentally transformed company that is no longer a " one-customer" proxy.
> New Anchor Customer: AEM' s non-Intel fabless AI/HPC customer is scaling massively and is on track to become its largest revenue driver.

> Earnings Explosion: First quarter net profits quadrupled on a 36% jump in revenue, confirming the start of a multi-year structural upcycle.

> Expanding Addressable Market: Management raised revenue guidance and expects its Serviceable Available Market to reach US$4.5 billion.

DBS RESEARCH SHOULD FORWARD THINK TOWARDS NEXT QUARTERLY RESULTS. SHOULD BE MIND BLOGGING.

While DBS focuses on near-term customer friction, our view aligns with the market' s long-term realization: Nvidia' s entry validates the urgent global need for next-generation testing infrastructure.
MARKET CONSENSUS HAS NOW AVERAGED ABOVE $14 PLUS. DIDN' T DBS RESEARCH TEAM KNOW THAT?

aragosta ( Date: 21-May-2026 11:29) Posted:

Yes, AEM Holdings is poised to benefit significantly from NVIDIA' s new AI research and testing hub in Singapore, as the lab' s push into complex AI and high-performance computing will significantly increase local demand for AEM' s specialized thermal-managed testing equipment and advanced chiplet tools. This regional AI expansion has triggered a massive wave of bullish sentiment from major brokerages following AEM' s stellar 1Q26 earnings. According to updated broker data, the 12-month consensus target price has jumped to S$13.25. Jefferies leads the street with a high target of S$15.20, followed by CGS International at S$14.79 and UOB Kay Hian at S$12.99, reflecting overwhelming market confidence in AEM' s multi-year AI growth story

In Summary, How and Why AEM Benefits:
> More Complex Testing: AI chips require advanced testing. AEM specializes in this.
> Key Customer Ties: AEM works with major chipmakers linked to NVIDIA.
> Specialized Tech: AEM makes tools that keep hot AI chips cool during tests.
> Local Advantage: Both companies are now expanding AI operations in Singapore.
> AI Growth: More local AI research creates higher demand for AEM' s services.

Nvidia to launch Singapore research hub as city-state boosts AI plans
https://www.cnbc.com/2026/05/20/nvidia-to-launch-singapore-research-hub-as-city-state-boosts-ai-plans.html

Nvidia&rsquo s profit hits US$58.3 billion as AI boom gathers more steam
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/samsung-reaches-11th-hour-deal-union-avoid-potentially-crippling-strike

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NVIDIA' s new RTX Spark (N1X) superchip, featuring a 20-core Grace Arm CPU and Blackwell GPU, will power the first personal agent-focused Windows PCs, enabling 120-billion-parameter models to run locally. This advancement directly benefits AEM Holdings by increasing demand for its System-Level Testing (SLT) and Active Thermal Control (ATC) technologies, which are essential for validating and cooling these high-power, heterogeneous AI chips.

Nvidia has capacity to supply robust AI growth despite constraints: CEO Jensen Huang. The firm on Jun 1 unveiled a new chip that brings AI capabilities directly to personal computers
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/nvidia-has-capacity-supply-robust-ai-growth-despite-constraints-ceo-jensen-huang

NVIDIA and Microsoft Reinvent Windows PCs for the Age of Personal AI
https://nvidianews.nvidia.com/news/nvidia-microsoft-windows-pcs-agents-rtx-spark

GeForce @ COMPUTEX 2026: NVIDIA RTX Spark Unveiled, DLSS 4.5 Ray Reconstruction Announced, 1000+ RTX Games & Apps Available, And More
https://www.nvidia.com/en-gb/geforce/news/computex-2026-nvidia-geforce-rtx-announcements/

Nvidia' s RTX Spark chip ' reinvents' laptops for agentic AI
https://www.pcworld.com/article/3152460/nvidia-rtx-spark-chip-reinvents-laptops-for-agentic-ai.html

ASUS Unveils Revolutionary ProArt PCs Powered by NVIDIA RTX Spark at COMPUTEX 2026
https://www.straitstimes.com/paid-press-releases/asus-unveils-revolutionary-proart-pcs-powered-by-nvidia-rtx-spark-at-computex-2026-20260601

Nvidia' s new RTX Spark PC chip moves chipmakers and tech stock
https://au.finance.yahoo.com/news/nvidia-rtx-spark-pc-chip-105207405.html

NVIDIA RTX Spark: A New Era for AI PCs
NVIDIA RTX Spark powers the world' s first Windows PCs purpose-built for personal agents, signaling a massive shift from cloud-reliant AI to high-performance, on-device computing.

Hardware Power: Fuses a 20-core Grace Arm CPU and Blackwell GPU with up to 128GB of unified memory.
Local Capability: Locally runs 120-billion-parameter AI models with a 1-million-token context window.
Global Ecosystem: Launching this fall across premium laptops from Dell, HP, Lenovo, ASUS, and Microsoft Surface.
Software Integration: Features Microsoft Windows OpenShell for agent security, alongside fully redesigned Adobe creative apps.

Crucial Impact and Benefits to AEM Holdings
NVIDIA' s introduction of highly complex local AI hardware serves as a powerful secular growth catalyst for AEM Holdings due to three structural factors:

Surge in System-Level Testing (SLT): Heterogeneous superchips cannot be validated through traditional component testing. They require AEM' s specialized System-Level Testing to simulate complex, real-world AI agent workloads before shipping.
Thermal Management Requirements: Processing localized 120B parameter models creates immense, rapid heat spikes during testing. AEM' s proprietary Active Thermal Control (ATC) is uniquely positioned to handle these extreme thermal profiles at a high-volume scale.
Ecosystem and OSAT Expansion: As AI chip architectures diversify, AEM' s strategic test partnership with ASE Technology (the world' s largest OSAT) ensures it captures testing volume for next-generation AI packaging, accelerating AEM' s ongoing revenue diversification and multi-year earnings upcycle.

aragosta ( Date: 21-May-2026 11:29) Posted:

Yes, AEM Holdings is poised to benefit significantly from NVIDIA' s new AI research and testing hub in Singapore, as the lab' s push into complex AI and high-performance computing will significantly increase local demand for AEM' s specialized thermal-managed testing equipment and advanced chiplet tools. This regional AI expansion has triggered a massive wave of bullish sentiment from major brokerages following AEM' s stellar 1Q26 earnings. According to updated broker data, the 12-month consensus target price has jumped to S$13.25. Jefferies leads the street with a high target of S$15.20, followed by CGS International at S$14.79 and UOB Kay Hian at S$12.99, reflecting overwhelming market confidence in AEM' s multi-year AI growth story

In Summary, How and Why AEM Benefits:
> More Complex Testing: AI chips require advanced testing. AEM specializes in this.
> Key Customer Ties: AEM works with major chipmakers linked to NVIDIA.
> Specialized Tech: AEM makes tools that keep hot AI chips cool during tests.
> Local Advantage: Both companies are now expanding AI operations in Singapore.
> AI Growth: More local AI research creates higher demand for AEM' s services.

Nvidia to launch Singapore research hub as city-state boosts AI plans
https://www.cnbc.com/2026/05/20/nvidia-to-launch-singapore-research-hub-as-city-state-boosts-ai-plans.html

Nvidia&rsquo s profit hits US$58.3 billion as AI boom gathers more steam
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/samsung-reaches-11th-hour-deal-union-avoid-potentially-crippling-strike

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A MUST WATCH VIDEO: I posted this on AEM thread, but I thought I posted it here too, the wisdom of words applies to here as well.

The Unstoppable AI Revolution: A Defining Moment

This is the most powerful speech on Artificial Intelligence ever delivered! At the Class of 2026 Commencement, Jensen Huang ~ Founder and CEO of NVIDIA ~ delivered an inspiring keynote address at Carnegie Mellon University (CMU), widely recognized as the ultimate birthplace of AI (8:03). Huang, who received an honorary Doctor of Science and Technology degree, mapped out the definitive arrival of an unstoppable AI era that will reshape how everyone lives and works from here on.

A Historic Parallel: Jensen Huang meets Steve Jobs

This address is already being compared in the same light as Steve Jobs' s legendary June 12, 2005, Stanford commencement speech ~ widely considered one of the most- watched and deeply influential graduation addresses in history.

In 2005, Jobs famously declared:

" Your time is limited, so don' t waste it living someone else' s life. Don' t be trapped by dogma ~ which is living with the results of other people' s thinking. Don' t let the noise of others' opinions drown out your own inner voice. And most important, have the courage to follow your heart and intuition."

The UMS INTEGRATION Connection: Shutting Out the Noise

Ironically, Jobs' s timeless advice applies perfectly to investors of UMS INTEGRATION today. The message is clear: if you believe in the strong fundamentals and phenomenal future growth of UMS, you must shut out the short- term market noises, follow your conviction, and stay firmly vested.

___________________________________________________________________________

Watch the Keynote Speech

Video Title: 2026 CMU Speaker Jensen Huang CMU Class of 2026 Commencement Speech (Chinese-English Bilingual Subtitles)
中文標題 : 2026 cmu speaker jensen huang 黃仁勳 cmu 2026 屆畢業典禮演講 (中英雙語字幕 )
Watch on YouTube: https://www.youtube.com/watch?v=mDDEWTZ9IZc

Words of Wisdom for a New Industrial Era

In his address, Huang articulated critical lessons from his own journey and offered urgent advice to graduates entering a world of accelerating change:

" You are entering the world at an extraordinary moment. A new industry is being born. A new era of science and discovery is beginning. AI will accelerate the expansion of human knowledge and help solve problems once beyond our reach. No generation has entered the world with more powerful tools ~ or greater opportunities ~ than you. We are all standing at the same starting line. This is your moment to help shape what comes next. So run. Don' t walk."

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A MUST WATCH, MUST LISTEN TO, MUST FOLLOW ADVICE VIDEO!!!

The Unstoppable AI Revolution: A Defining Moment

This is the most powerful speech on Artificial Intelligence ever delivered! At the Class of 2026 Commencement, Jensen Huang ~ Founder and CEO of NVIDIA ~ delivered an inspiring keynote address at Carnegie Mellon University (CMU), widely recognized as the ultimate birthplace of AI (8:03). Huang, who received an honorary Doctor of Science and Technology degree, mapped out the definitive arrival of an unstoppable AI era that will reshape how everyone lives and works from here on.

A Historic Parallel: Jensen Huang meets Steve Jobs

This address is already being compared in the same light as Steve Jobs' s legendary June 12, 2005, Stanford commencement speech ~ widely considered one of the most- watched and deeply influential graduation addresses in history.

In 2005, Jobs famously declared:

" Your time is limited, so don' t waste it living someone else' s life. Don' t be trapped by dogma ~ which is living with the results of other people' s thinking. Don' t let the noise of others' opinions drown out your own inner voice. And most important, have the courage to follow your heart and intuition."

The AEM Holdings Connection: Shutting Out the Noise

Ironically, Jobs' s timeless advice applies perfectly to investors of AEM Holdings today. The message is clear: if you believe in the strong fundamentals and phenomenal future growth of AEM, you must shut out the short- term market noises, follow your conviction, and stay firmly vested.

___________________________________________________________________________

Watch the Keynote Speech

Video Title: 2026 CMU Speaker Jensen Huang CMU Class of 2026 Commencement Speech (Chinese-English Bilingual Subtitles)
中文標題 : 2026 cmu speaker jensen huang 黃仁勳 cmu 2026 屆畢業典禮演講 (中英雙語字幕 )
Watch on YouTube: https://www.youtube.com/watch?v=mDDEWTZ9IZc

Words of Wisdom for a New Industrial Era

In his address, Huang articulated critical lessons from his own journey and offered urgent advice to graduates entering a world of accelerating change:

" You are entering the world at an extraordinary moment. A new industry is being born. A new era of science and discovery is beginning. AI will accelerate the expansion of human knowledge and help solve problems once beyond our reach. No generation has entered the world with more powerful tools ~ or greater opportunities ~ than you. We are all standing at the same starting line. This is your moment to help shape what comes next. So run. Don' t walk."

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Wow... ah tong, you rather have durians from one durian tree, than from a whole plantation....?
okay, let me put it in another simple way..... Six dollars is a world difference from ten fifty..... imagine a $4.50 difference and suppose you have 70 lots, that' s $315,000 more!.... convert to ringgits, that' s RM1 million .. for RM1 million, you can invest in a whole durian plantation! Like I did a few years ago in a durian plantation in Sungei Besi, Malaysia.... and I been having FREE durians every year since!

As I said this is just the beginning of the AI revolution.... and AI boom..... so it' s like a long long way to enjoy more durians, I mean, fruits of the investment..... put it in another way, the train line is now only from Woodlands, to JB.... soon it will extend to North of Malaysia, then on to Thailand, then Vietnam, then China.... from there god knows where it will be extended to.... it seems endless...

OK, maybe you may not believe in my words.... but listen to Lisa ! Enjoy!..... I mean watching her speak, and not your durians which are long gone.....

Lisa Su: We' re Only in the 3RD INNING of AI! Demand Will Surge Through 2029!
https://www.youtube.com/watch?v=sUQqgqd96eo

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" A power stock only holds power if you have the power to hold it."

ah tong, I never advise anyone to enter at this stage, but I' ll make an exception to you...... you should get back in with based on all the positive stuffs I posted on AEM......as I said, this is only the start of the AI boom, things are developing at a super lightning speed, the next couple of developments, trust me, are going to be mindblogging......people don' t see the current fundamentals any more, soon, they will be closing their eyes and juz hoot, especially if THESE DEVELOPMENTS WILL COINCIDE WITH THE END OF THE CONFLICT....... then there' s the Nasdaq listing to consider, then there' s the 1H results to look forward to...... no end, no ending news..... for you, you would have make probably $2 or $3 from your ealier trades ..... so whatever price you enter now, you probably would be $2 or $3 ahead of any guy who is entering now.......anyway, it' s your call, don' t say I never jio.......

And as I said, every single day, there' s a positive news or development relating to AI, and these are not AI generated news, they are real happenings.......even if you shut your eyes, you will see them in your dreams, no escape one!......that' s how scary it is....... This is what I posted in the UMS thread, which is applicable to AEM very much....... remember, it' s in your power to own them.......
=================

Like my favourite quote says, " You can' t see the forest for the trees" ...... I am telling you, don' t every day, just keep looking for that one durian tree, and you miss the entire durian plantation altogether....... practically every single day, there are exciting positive news on AI and AI related developments but people just can' t see them......" We look for wealth afar, yet it sits on our doorstep" , the uneducated coffee shop uncles will mock you!......Which is why I keep saying, that this AI momentum is unstoppable......not only that, it will keep growing, and growing, and growing....... Here, for today, I shall entertain you with just a few tokkong developments, they are actually right before your eyes.......hidden in plain sight, so they said.....
=============

AMAT CTO Targets Singapore Robotics Growth
Applied Materials CTO sees potential to develop robotics ecosystem in Singapore. Embodied artificial intelligence is the next big inflection point in the AI evolution, and AMAT intends to be front and centre in developing it, said the semiconductor equipment manufacturer' s chief technology officer.
https://www.businesstimes.com.sg/singapore/applied-materials-cto-sees-potential-develop-robotics-ecosystem-singapore https://www.businesstimes.com.sg/international/global/chinas-first-humanoid-robot-incubator-has-its-eyes-set-south-east-asia-starting-singapore-office

Strategic Gains for UMS from AMAT' s Singapore Expansion. AMAT' s expansion into Singapore' s robotics and Embodied AI ecosystem directly strengthens UMS through several key benefits:
> Revenue & Order Growth: AMAT is UMS' s primary customer. Anchoring high-growth AI and robotics tech in Singapore directly boosts UMS' s long-term order pipeline.
> Value Chain Upgrades: This shift transitions UMS from basic manufacturing toward higher-margin, complex system integration and next-generation R& D capabilities.
> Long-Term Security: Embedding high-value technology locally secures UMS' s position in AMAT' s supply chain and mitigates relocation or decoupling risks.

=========

KYEC Opens First Overseas Plant in Singapore
Taiwanese semiconductor testing leader King Yuan Electronics (KYEC) establishes first-ever manufacturing base outside Taiwan as global chipmakers actively look to diversify their supply chains. It has launched a S$100 million facility in Singapore, creating over 300 jobs to serve booming demand for automotive and high-performance AI products.
https://www.edb.gov.sg/en/about-edb/media-releases-publications/kyec-opens-singapore-facility-marking-global-expansion.html

KYEC' s Singapore Expansion: Key Benefits for AEM and UMS. KYEC' s S$100 million plant expands the local semiconductor ecosystem, validating Singapore as a key hub for global supply chain diversification and creating direct benefits for both AEM & UMS.
> Global Supply Shift: The expansion proves international chip giants are moving testing to Southeast Asia, placing both AEM and UMS in the path of sustained structural spending.
> AEM Holdings: Serves as a direct second-order beneficiary due to overlapping technology spaces in advanced semiconductor testing.
> UMS Integration: Gains structural advantages from the increased demand for front-end infrastructure needed to feed these expanded back-end plants.

=========

Sony & TSMC Form Japanese Joint Venture
Sony and TSMC are launching a new joint venture in Japan to develop and manufacture next-generation image sensors for physical AI applications, including automotive and robotics. The partnership merges Sony' s design capabilities with TSMC' s advanced manufacturing, strengthening their existing long-term collaboration.
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/sony-tsmc-plan-new-japan-joint-venture-next-generation-image-sensors?ref=article-see-also

Why the Sony-TSMC Venture Matters to AEM and UMS. The Sony-TSMC joint venture creates a major semiconductor supply chain expansion that acts as a powerful macro catalyst for both AEM & UMS.
> AEM Holdings: The focus on next-generation edge-AI image sensors for automotive and robotics safety directly drives demand for AEM' s advanced testing technologies.
> UMS Integration: Applied Materials (AMAT) heavily supplies both TSMC and Sony. As AMAT equips the new Japan facility, UMS will see a direct order boost for its precision components.

=========

What makes Singapore a prime location for semiconductor companies driving innovation?
With semiconductors powering the next wave of AI, global players ~ supported by a robust network of local suppliers and partners ~ are expanding operations here and deploying cutting-edge technologies to stay ahead.
https://www.edb.gov.sg/en/business-insights/insights/what-makes-singapore-a-prime-location-for-semiconductor-companies-driving-innovation.html

Growth Catalyst for AEM and UMS. Singapore' s massive S$30 billion chip expansion acts as a major structural catalyst for both non-named companies, lifting them as critical downstream supply chain partners:
> UMS Integration: Massive front-end fab expansions by giants like UMC and VSMC heavily drive orders for manufacturing equipment, directly boosting the pipeline for UMS' s precision components.
> AEM Holdings: Singapore' s explicit focus on funding advanced packaging and High Bandwidth Memory (HBM) clustering directly accelerates local demand for AEM' s specialized advanced testing technologies.

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Foxconn has immense confidence in growth momentum due to AI
Taiwan' s Foxconn, the world' s largest contract electronics manufacturer, has immense confidence in its growth momentum because of soaring AI demand. The traditional mid-year seasonal slump for tech suppliers no longer happens, Liu told an annual shareholders meeting in New Taipei, adding that he was very optimistic about the second half of the year.
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/foxconn-has-immense-confidence-growth-momentum-due-ai-chairman-says

Foxconn' s AI Surge: Market Catalysts for AEM and UMS. Foxconn' s immense confidence and massive capital expenditure growth in AI servers signal strong downstream momentum, creating powerful ripple effects for both Singapore-listed semiconductor firms:
> AEM Holdings: Foxconn' s massive production of Nvidia AI servers requires a high volume of advanced logic chips, directly expanding the addressable market for AEM' s specialized test handlers.
> UMS integration: The projected trillion-dollar global spending on AI infrastructure by cloud service providers drives heavy demand for front-end manufacturing tools from UMS' s primary customer, Applied Materials.

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