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Scaling new HEIGHTS with new catalysts
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Trainner
Master |
02-Jun-2026 22:02
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Not sure why AEM, UMS and Frencken dropped so much today 🧐 US market is very strong, many semiconductor counters hit all time high now. Tomorrow should see very strong rebound...... just my guess..... |
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Trainner
Master |
01-Jun-2026 17:15
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Thanks Bro. The pattern is similar to UMS. 😊
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JurongW
Elite |
01-Jun-2026 16:35
Yells: "Earnings give weight, Chart give wings" |
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For reference - No guarantees
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Trainner
Master |
01-Jun-2026 16:13
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I mean AEM, UMS and Frencken should see the same pattern.
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Trainner
Master |
01-Jun-2026 16:11
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Understood, thanks. can you help do the same for Frencken? I believe AEM, UMS should see the same pattern. thanks.
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JurongW
Elite |
01-Jun-2026 15:41
Yells: "Earnings give weight, Chart give wings" |
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Yes, but remember TA is about identifying patterns and probabilites, not certainties. Any views regarding this chart is welcome
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Trainner
Master |
01-Jun-2026 15:38
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Is the chart projecting $4.30?
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JurongW
Elite |
01-Jun-2026 15:31
Yells: "Earnings give weight, Chart give wings" |
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aragosta
Supreme |
01-Jun-2026 12:16
Yells: "BBs never say why when they buy; never tell when they sell" |
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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.
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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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aragosta
Supreme |
30-May-2026 21:39
Yells: "BBs never say why when they buy; never tell when they sell" |
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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 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-singaporehttps://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. ========= 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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aragosta
Supreme |
30-May-2026 21:02
Yells: "BBs never say why when they buy; never tell when they sell" |
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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 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-singaporehttps://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. ========= 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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JurongW
Elite |
25-May-2026 14:10
Yells: "Earnings give weight, Chart give wings" |
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@Arogosta U recommended CSE global below - Since AEM and UMS is too pricey, I took the opportunity to show the chart of CSE which looks bullish indeed. Bought some shares in CSE and PC partner this morning before it went up. ============================================================ They said when the Lau Ta (mafia big boss) was here and their members and friends were complaining about the high prices of the stocks he recommended but now too expensive, Lau Ta told them " Look, I told you Venture one day will hit $25, but you all don' t believe, now it' s running, so I said if you can' t afford Venture, go for AEM, it will be the next iFAST, again you don' t believe, and now AEM is running, so if the price now is beyond you, go for UMS which havent run yet..... but now it also runs , so if you find it too pricey, then go for CSE la, going to go over 2 soon, but if it hits two and you miss it, then try Valuetronics, now purposely came down for you to get on board, but if the Valuetronics train moves before you board, then get on InnoTek .... should be within your means to buy the ticket la, but if you want big gain, but don' t mind big risks, then your last chance is AddValue, maybe the last low-priced AI stock left for you to get your hands on for a possible bohbehchow type, if that' s what you' re looking for...." ......
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aragosta
Supreme |
25-May-2026 13:42
Yells: "BBs never say why when they buy; never tell when they sell" |
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@JurongWest... I have set up a new home for CSEG..... YOU wanna shift your furniture there, so that people won' t get confused..... for UMSians, remember, I said there would be a major corporate development coming this year, and it got nothing to do with the Bursa share placement or intended NASDAQ listing |
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Trainner
Master |
25-May-2026 12:07
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The upwards momentum is gaining strength...... This is in tandem with AEM and Frencken. AEM, Frencken and UMS are 3 musketeers...... one for all and all for one.
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Trainner
Master |
25-May-2026 10:47
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UMS is doing good...... AI/ Datacenter extremely strong. This caused extremely tight supply situations for many semiconductor companies.... UMS will be benefited. The share price may go up and down tactically.... BUT...... in medium and long terms, it will be fantastic. UMS is a stock you cannot miss....
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Trainner
Master |
25-May-2026 10:42
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This is UMS or CSE?
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JurongW
Elite |
24-May-2026 18:55
Yells: "Earnings give weight, Chart give wings" |
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Updated version Significant upside awaits if price breaks out from the upper channel tomorrow. 
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JurongW
Elite |
24-May-2026 15:25
Yells: "Earnings give weight, Chart give wings" |
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JurongW
Elite |
24-May-2026 15:19
Yells: "Earnings give weight, Chart give wings" |
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Back to uptrend after retracement from 191
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JurongW
Elite |
24-May-2026 15:16
Yells: "Earnings give weight, Chart give wings" |
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Thanks for the stock recommendations - I opt for CSE, Value for money and technically strong. | ||||
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