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AEM SGD
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AEM (+Venture, UMS) the most AI-relevant SGX stock
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muifan
Supreme |
14-May-2026 13:13
Yells: "Take the leap of faith dont regret 20 years later!" |
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DBS is known for being conservative when set tp so expect other analyst more agressive numbers? $15 $20 ??
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tongphlp
Supreme |
14-May-2026 13:07
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today hit 10 and tomorrow contine its quest 
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muifan
Supreme |
14-May-2026 12:51
Yells: "Take the leap of faith dont regret 20 years later!" |
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DBS raise tp to $11.80
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tongphlp
Supreme |
14-May-2026 11:31
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double or triple the price once it is confimed NASDAQ listing?
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LexLut88
Member |
14-May-2026 11:23
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really solid share . question what next after $10. not sure to add more or sell now . Any master can enlighten me .  Thanks Aragosta for the impressive inside . Realy mind opening for the last 3 months .  |
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muifan
Supreme |
14-May-2026 09:21
Yells: "Take the leap of faith dont regret 20 years later!" |
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Congrats to those that sold, now for those that holding will wait for analyst to come out with latest NEW TP   |
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jlinus
Senior |
13-May-2026 22:02
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What will he the expected opening $$ tmr 😅
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chippy1988
Member |
13-May-2026 21:38
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thanks for all these updates!! | ||||
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aragosta
Supreme |
12-May-2026 15:13
Yells: "BBs never say why when they buy; never tell when they sell" |
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Heard... heard only, tomorrow during the results, the company may release some mind blogging information... could be another catalyst to spur the price EVEN further.... really headache for the analysts, need to rewrite their essays, as for the mercenary clowns, more and more difficult to get around thinking how to short...... So, how high can the prices go.? .. you read the following fun figures and figure yourself... AS I said, all these people are not going to ruin their reputation by anyhow talking numbers... And I always kind ly remind you, this is only the beginning, with no ceiling, no ending...... ========= As of May 2026, forecasts for AEM Holdings vary significantly across different algorithmic models and technical analysis platforms. Algorithmic and Technical Forecasts 
Valuation and Intrinsic Value
High  Target Forecasts Based on Forward P/E 
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aragosta
Supreme |
07-May-2026 10:13
Yells: "BBs never say why when they buy; never tell when they sell" |
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Takeover was seldom in the conversation*..... but at the AGM, during the interaction, the directors said whether it' s Nasdaq listing, M& A, more JVs, ASE-lite partnership, setting new plants in new places, nothing is off the table .... right now they are laser focus in growing their revenues and raising their net margins.... next week, we' ll have a very good indication...... but from the way the market is reacting, you can sense we are in a good place, today for example is XD day, yet the price is holding very very well with a bit of help from DOW of course...... according to Bloomberg TV network, last night, the AI momentum is unstoppable...... they akin to the start of the Industrial Revolution.....
 
*but if listed in Nasdaq, that might attract some interest or attention....
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aragosta
Supreme |
07-May-2026 00:09
Yells: "BBs never say why when they buy; never tell when they sell" |
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DOW JONES is exploding on the possibility of a peace deal, if this is truly true, stocks like AEM will cheong 10 to 20% as predicted by the black market...... as it is, AMD is riding high on the back of a phenomenal result.... right now, it is trading at its all time high rising about 17% in just a couple of hours..... Here' s why AEM shareholders may be excited, IF it crosses eight convincingly, it is on its way to becoming a $10 stock...... ========== Executive Summary: The Rise of AMD and the AEM Catalyst
1. AMD Q1 2026 Earnings: A Record-Breaking Beat
AMD has delivered a blockbuster earnings report, proving it is no longer just a competitor to Intel, but a primary force in the global AI race.
~ Earnings per Share (EPS):  $1.37  (Actual) vs. $1.29 (Expected).~  Revenue:  $10.3 Billion  (Actual) vs. $9.89 Billion (Expected). ~ Data Center Growth:  Revenue surged  57% year-over-year, driven by massive sales of AI GPUs to giants like Meta and Microsoft. 2. Market Reaction: Historic Highs The stock market responded with extreme optimism, revaluing AMD as a top-tier tech titan.
~  Stock Surge:  Shares jumped approximately  16-17%  in a single day. ~  All-Time High:  The price touched a record  $430.60, significantly surpassing previous peaks. ~  Investor Sentiment:  Analysts across Wall Street raised price targets toward the $450&ndash $530 range, citing  unstoppable AI momentum. 3. Future Outlook: The AI Super-Cycle AMD isn' t just growing it is accelerating.
~ Product Roadmap:  The upcoming MI450 AI chips are already seeing unprecedented demand, ensuring revenue growth well into 2027.~  Q2 Guidance:  AMD expects  $11.2 Billion  in revenue for the next quarter, far exceeding the $10.5 Billion analysts predicted. 4. The " Magnificent 10" vs. The Intel Question The Magnificent 7 has expanded to the  Magnificent 10, with  AMD  officially joining the ranks of NVIDIA and Microsoft.
~  Why AMD is in:  It is the only company providing a viable alternative to NVIDIA' s AI hardware. Its fabless model makes it highly profitable and agile. ~  Why Intel is not in:  Intel has struggled with manufacturing delays and high costs. It currently lacks a killer AI chip to compete in the data center. ~  BUT  Don' t write off Intel:  Intel remains the world' s largest producer of PC processors and is building massive foundries in the US. If they successfully pivot to building chips for others, they could stage a major comeback. 5. Strategic Impact on AEM Holdings  For AEM, AMD' s success is a transformational event. AEM provides the specialized testing equipment required to ensure these complex AI chips work perfectly.
~ High-Value Testing:  AI chips are harder to test than standard PC chips. This means AEM can charge more for its services, leading to better profit margins.~  Validation of Strategy:  AMD' s massive sales forecast confirms that AEM' s bet on the " AI/HPC" sector was correct. 6. The Two-Anchor Advantage: Stability meets Growth AEM is currently in a unique best of both worlds position:
~ In Good Stead:  By supporting both, AEM is protected. It has the stability of Intel' s massive market share and the rocket-fuel growth of AMD' s AI dominance.
~  The Old Anchor (Intel):  Intel remains a vital foundation for AEM. It provides high-volume, steady business for traditional PC and server chips. While not high-growth, it keeps the factories running and provides consistent cash flow. ~  The New Anchor (AMD):  AMD is the " new jewel in the treasure chest." It represents the explosive growth, the high-tech prestige, and the future of AI. |
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s100125
Elite |
06-May-2026 16:09
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AEM CEO says AI upends semiconductor testinghttps://www.digitimes.com/news/a20260506PD224/equipment-mobile-technology-testing.html |
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aragosta
Supreme |
06-May-2026 15:46
Yells: "BBs never say why when they buy; never tell when they sell" |
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Last night (Singapore morning) market reaction to AMD' s results..... more market expectations and numbers, tomorrow morning (Singapore tonight)......=============== Dow Futures Rise AMD, Astera, Lumentum, Arista Lead AI Earnings Movers Dow Jones futures rose overnight, along with S& P 500 futures and especially Nasdaq futures. President Donald Trump " paused" the effort to move ships through the Strait of Hormuz.  Advanced Micro Devices,  Astera Labs,  Lumentum Holdings,  and  Arista Networks  headlined a big night of earnings. https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-ai-market-rally-highs-amd-astera-lumentum-arista-earnings/?src=A00220 https://www.investors.com/news/technology/amd-stock-q1-2026-earnings-advanced-micro-devices/   AI continues  To Lead Rally Sandisk, Lam Research, America Movil In Focus  Memory stocks such as  Sandisk  continue to soar amid skyrocketing growth, but look increasingly extended.  The video embedded in the article reviews Tuesday market action and analyzes Sandisk stock,  Lam Research  and  America Movil.  Lam Research was Tuesday' s  IBD Stock Of The Day. https://www.investors.com/ibd-videos/videos/ai-continues-to-lead-rally ============= Executive Summary: AMD Q1 2026 Earnings & Impact on AEM
AMD released its Q1 2026 financial results on May 5, 2026, delivering a beat and raise performance that underscores its growing dominance in the Artificial Intelligence (AI) and Data Center sectors. This success acts as a critical catalyst for AEM Holdings, which is currently transitioning to AMD as its primary revenue driver.
Key Performance Highlights
~ AI Dominance:  Data Center revenue grew  57% year-over-year, reaching $5.8 billion, fueled by massive adoption of the Instinct GPU series by hyperscalers like Meta.~  Financial Beat:  AMD surpassed market expectations with  $10.3 billion in revenue  (vs. $9.89B expected) and an  Adjusted EPS of $1.37  (vs. $1.29 expected). ~ Operational Efficiency:  The company generated a record  $2.6 billion in free cash flow, signaling high profitability in its high-end chip segments. Market Reaction
~ Sector Sentiment:  AMD' s results boosted the broader semiconductor index (SOX), reinforcing investor confidence that the " AI super-cycle" is accelerating rather than slowing.
~  Immediate Surge:  The stock price  soared 4% to 7%  in after-hours trading, testing new all-time highs between  $352 and $375. Future Outlook
~ AI Momentum:  AMD raised its full-year AI revenue forecast, citing a robust pipeline for next-generation MI350/MI400 series chips.
~  Raised Guidance:  Management projected Q2 revenue of  $11.2 billion, significantly higher than the $10.52 billion consensus. Strategic Implications for AEM Holdings 
As AMD' s key testing partner, AEM stands to be a primary beneficiary of this growth:
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aragosta
Supreme |
06-May-2026 10:45
Yells: "BBs never say why when they buy; never tell when they sell" |
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This news was featured on CNA/MediaCorp Ch5 News, two days ago... it was a short video, but it speaks volume.... and of great significance. If it is to be listed in NASDAQ, this is part of a complelling reason....if you have been to the AGM, you would have learned the tails behind the spin. PEOPLE DON' T UNDERSTAND THE SIGNIFICANCE OF IT, UNTIL IT TRULY BECOMES SIGNIFICANT..... ======== AEM is currently undergoing a massive transformation from a Singapore-based company into a truly global semiconductor powerhouse. By 2026, it has shifted its focus heavily toward the United States to capture the AI and High-Performance Computing (HPC) boom. 1) The Significance of the US Expansion AEM has moved beyond just having offices in the US it now operates a specialized engineering hub in San Diego and supports facilities in Arizona and Oregon. ~  Being Near the " Big Tech Players" :  San Diego is the home of Qualcomm and a major base for Intel. Being local allows AEM to fix problems and design new testers in real-time alongside their customers. ~  The AI Boom: The chips used for AI (like those from Nvidia or Intel) get very hot and are hard to test. The US facilities focus specifically on Thermal Management ~ making sure these powerful chips don' t melt during the testing process. ~  National Security: By building in the US, AEM aligns with the US CHIPS Act. This makes US customers feel safer knowing their secret chip designs are being tested on American soil rather than in high-risk regions. 2)  The Missing Link: The ASE Partnership AEM' s partnership with ASE (and its US unit, ISE Labs) is a game-changer. ASE is the world' s largest chip packaging company. ~  One-Stop Shop: Instead of a chipmaker sending a chip to one place for packaging and another for testing, the AEM-ASE partnership allows it to happen in one smooth workflow in San Diego. ~  Time-to-Market Speed: This setup significantly cuts down the time it takes to get a new chip from the factory to the store. ~  The Gold Standard: Having a giant like ASE use AEM' s machines in the US proves to the rest of the industry that  AEM' s technology is the gold standard. 3)  The Global Synergy: How the Facilities Work Together AEM uses a " Hub and Spoke" model (I said so many times until I sound like a broken record). Each country has a specific job: ~  United States (The Designer): High-end research, rapid prototyping, and talking to customers. It' s the " Boutique" where new ideas are born. ~  Singapore (The Brains): Global HQ. It handles the most complex engineering and high-value manufacturing. (Can you " feel" one GLC is always looking over the shoulders?) ~  Malaysia (The Muscle): The Penang plant (365,000 sq ft) is the mass-production engine. Once a machine is designed in the US/Singapore, Malaysia builds hundreds of them at a lower cost. ~  Vietnam (The Support): Focuses on smaller parts like circuit boards and cables. It acts as a backup to ensure production never stops if another country has issues.
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wehuattogether88
Supreme |
06-May-2026 10:33
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Bro aragosta, will there be a slight possibility that AEM is a prime target for other bigger players to acquire or takeover?
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aragosta
Supreme |
06-May-2026 09:58
Yells: "BBs never say why when they buy; never tell when they sell" |
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AMD gives upbeat forecast after AI data center demand surges https://www.theedgesingapore.com/news/highlight/amd-gives-upbeat-forecast-after-ai-data-center-demand-surges AMD Earnings: Stock Rallies 6% after Strong Q1 Beat and Bullish Outlook https://www.tipranks.com/news/3-best-technology-etfs-to-buy-with-15-upside-potential AMD forecasts quarterly revenue above expectations as AI chip demand stays strong.  Unlike Intel, the company outsources its manufacturing to contract chipmakers such as TSMC https://www.businesstimes.com.sg/breaking-news Story  Highlights
Advanced Micro Devices  stock soared 6% in after-hours trading after the chipmaker reported Q1 earnings results.  Adjusted earnings per share came in at $1.37, rose 42.7% year-over-year, and beat the consensus estimate of $1.29. In addition, revenue increased 38% year-over-year to $10.3 billion, driven by surging demand for high‑ performance CPUs and accelerators powering AI workloads. The top line also beat analysts' expectations of $9.90 billion. CEO  Dr. Lisa Su  said the quarter marked a turning point for the company, aided by strong demand for AI infrastructure. Su added that customer interest in AMD' s MI450 Series accelerators and Helios platform is exceeding expectations, with a growing pipeline of large‑ scale deployments providing increased visibility into future growth. Data Center Leads the Charge AMD' s Data Center segment delivered a standout quarter, with revenue climbing 57% year-over-year to $5.8 billion. The surge was fueled by strong demand for EPYC processors and continued ramp‑ up of Instinct GPU shipments as hyperscalers expand AI infrastructure.  Outlook: More AI‑ Driven Growth Ahead AMD expects the momentum to continue into Q2. The company guided for $11.2 billion in revenue, plus or minus $300 million, reflecting 46% year‑ over‑ year growth at the midpoint and a 9% sequential increase. Adjusted gross margin is expected to hold at 56%, compared with 55% in Q1. Management said server growth should " accelerate meaningfully" as supply catches up with demand, driven by rising AI inferencing and agentic AI workloads that require more high‑ performance compute. |
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s100125
Elite |
06-May-2026 09:05
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AI news on AEM https://www.channelnewsasia.com/singapore/semiconductors-united-states-market-artificial-intelligence-demand-advanced-chips-6100656
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s100125
Elite |
06-May-2026 09:02
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ATxSummit 2026 Brings Global Leaders to Singapore to Chart AI Future Across asia  https://sg.finance.yahoo.com/news/atxsummit-2026-brings-global-leaders-072400110.html |
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tongphlp
Supreme |
06-May-2026 08:47
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haha...u can call me a gambler then...occasionally buy toto 4d....for leisure it is perfectly ok! Let' s hop on board Carribean cruise!
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aragosta
Supreme |
05-May-2026 22:15
Yells: "BBs never say why when they buy; never tell when they sell" |
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Ah Tong, you should know by now, I' m not a gambler..... like stocks, I am a long term serious investor...I sell only when I made enough, or to average down my cost.... like AEM, my average cost is below a dollar! Be like me lah, don' t treat SGX like a casino...... By the way, how come you never post JPM buying into AEM, filed with SGX today... https://links.sgx.com/FileOpen/_eFORM3V2.ashx?App=Announcement& FileID=887624only post when they sell, you were quick to post......like that how can? boh swee leh..... Anyway, these buy and sell transactions relating to such large institutional investment funds are not so critically significant here, the point which I' m trying to make all along..... ' As I repeatedly said.... " It is important to view these disclosures as standard market activity rather than a shift in institutional sentiment. JPMorgan functions as a global investment house, often acting as a custodian or nominee for a wide range of institutional and high-net-worth clients. Consequently, many of these transactions are client-driven rather than proprietary trades made with JPM' s own capital. When a sale occurs, it typically reflects a client' s decision to take profits, rebalance a portfolio, or reallocate funds to another asset ~ much like a retail trader would ~ rather than a lack of confidence by JPM in the company' s long-term value." |
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