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Latest Forum Topics / AEM SGD    Last:9.9    -0.19  Post Reply
AEM (+Venture, UMS) the most AI-relevant SGX stock
desaw68
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21-May-2026 14:55     
 
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 Alert Admin 		https://www.theedgesingapore.com/news/tech/amd-commits-more-us10-bil-taiwan-ai-investments
 

(May 21): Advanced Micro Devices Inc, the leading challenger to Nvidia Corp in AI computing chips, pledged to invest more than US$10 billion ($12.8 billion) in Taiwan to expand partnerships and add packaging capacity.

The company is working with partners including ASE Technology Holding Co, Powertech Technology Inc, Sanmina Corp and Inventec Corp to bolster its capabilities in the region, it said Thursday in a statement.

AMD is among chipmakers increasing their presence in Taiwan, a crucial technology and manufacturing hub for the global semiconductor industry, seeking to boost capacity as artificial intelligence demand rises. Though Nvidia remains the dominant provider of AI processors, data centre customers are increasingly seeking alternatives &mdash a trend that has helped AMD.

&ldquo As AI adoption accelerates, our global customers are rapidly scaling AI infrastructure to meet growing compute demand,&rdquo chief executive officer Lisa Su said in the statement. She is currently visiting Taiwan and is set to join a fireside chat hosted by a local media outlet on Friday.
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muifan
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21-May-2026 13:25     
 
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Yells: "Take the leap of faith dont regret 20 years later!"
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 Alert Admin 		Technical chartist that worship waves 
Always say the 3rd leg is the most Tua ki right .....
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Winall88
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21-May-2026 11:31     
 
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 Alert Admin 		Contented but the best is yet to be..
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aragosta
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21-May-2026 11:29     
 
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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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parcvista
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21-May-2026 10:20     
 
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 Alert Admin 		Nvidia setting test hub in singapore, will aem benefit
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muifan
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21-May-2026 10:18     
 
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Yells: "Take the leap of faith dont regret 20 years later!"
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 Alert Admin 		the boat now is lighter and can chiong faster 
this news was overlooked for the past few days due to global headlines...
Singapore' s April non-oil exports rise 24.5%, higher than expected
The expansion was led by exports of electronics such as integrated circuits, disk media products and PCs on robust AI-related demand.
 
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tongphlp
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21-May-2026 05:06     
 
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 Alert Admin 		10 today?

aragosta      ( Date: 21-May-2026 01:49) Posted:



A MUST READ ON AEM & UMS INTEGRATION 
Singapore' s semiconductor stocks: Riding the AI-driven upcycle
https://secure.fundsupermart.com/fsmone/article/rcms369601/singapores-semiconductor-stocks-riding-the-ai-driven-

A MUST WATCH ON THE AI PHENOMENONAL STOCKS WORLDWIDE
This video does not mention AEM or UMS, but watch it to understand why at today' s price, both stocks have a super long highway to run
https://www.youtube.com/watch?v=rGJ0Kq7pSuI& t=118s

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aragosta
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21-May-2026 01:49     
 
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A MUST READ ON AEM & UMS INTEGRATION 
Singapore' s semiconductor stocks: Riding the AI-driven upcycle
https://secure.fundsupermart.com/fsmone/article/rcms369601/singapores-semiconductor-stocks-riding-the-ai-driven-

A MUST WATCH ON THE AI PHENOMENONAL STOCKS WORLDWIDE
This video does not mention AEM or UMS, but watch it to understand why at today' s price, both stocks have a super long highway to run
https://www.youtube.com/watch?v=rGJ0Kq7pSuI& t=118s
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aragosta
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20-May-2026 21:07     
 
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Just to be clear, Chok Yean Hung' s shareholding hardly moved a needle, since 14 May till today 20 May, which those mercenary haters and detractors were making a big hoo-ha yesterday...... I would not say Chok (or any directors) will not sell their shares again, but there' s always an incentive for him and all the insiders to help make sure price remains high for them  to sell as some of their holdings are pretty big......Besides, if your Company fundamentals are super good why worried so much?....... look at ex DBS chief Gupta, every time he sold, price went up even higher after a short while..... In fact, if he had sold TODAY, he would have pocketed another $30 million more!...... even if he' s god, he can' t see that far.......

As for Chok Yean Hung, this is what I learned from my mafia' s accountant AS OF TODAY: 

(1) As at 14 May Chok has 1,102,044 shares. After disposing 700,000 shares, he then was left with 402,044 shares as shown here 
https://links.sgx.com/FileOpen/_Form%201-ChokYH.ashx?App=Announcement& FileID=889209 

(2) On 14 May, AEM' s price done was around $9.434 which explained $6,604,095.00 was received and reported in SGX filing

(3) On 20 May, he exercised 676,000 shares @$1.14 per share, so plus his remaining shares of 402,044, he now has 1,078,044 which is stated here https://links.sgx.com/FileOpen/_Form%201-ChokYH.ashx?App

Based on SGX filings, Chok sold 700,000 shares on 14 May, reducing his holding to 402,044 shares, and subsequently exercised options for 676,000 shares on 20 May, resulting in a final total of 1,078,044 shares This strategy allowed him to generate over S$5.8 million in net cash proceeds while maintaining his overall equity position in AEM Holdings.
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LexLut88
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20-May-2026 18:30     
 
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 Alert Admin 		is it the same share (700k) which he sold recently which was annouced on SGX on 18-5-2026 . Really shiok to the sky . Can buy RR and Lambo . 
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aragosta
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20-May-2026 18:09     
 
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 Alert Admin 		Wow, this Director Chok Yean Hong (ex CEO) exercised 676,000 option shares at $1.142 per share....bringing his total shareholding to 1,078,044 (0.338%)..... bee tung!
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aragosta
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20-May-2026 15:56     
 
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The following post was in response to a fellow member who asked if AEM was cheonging, when it started to break its two dollar resistance..... Oh , how time flies! If only you believe from that time.....

As I said, there are now fewer and fewer strong long term serious retail believers in this monster gem, less than 4,000 retail shareholders in fact vs known 33,000 for Sembcorp and 60,000 for Seatrium. So, many pretend to have, but actually d not..... and those who are bystanders will keep posting " loser-mentality" doomsday comments....that' s all they can do.... but no use ones, while we enjoying Michelin stars restaurants, they' ll still only could afford hawker foods, no matter how they " cow bear cow bull" ......
===========
" The bitterness of poor quality remains long after the sweetness of low price is forgotten."   Benjamin Franklin' s classic quote applies perfectly to the stock market right now. In a massive tech boom, it is incredibly tempting to chase cheaper, speculative cousins instead of paying a premium for fundamental quality ( I don' t want to hurt the feelings of some, so I won' t name those low quality ones" .)
 
Look at the stark contrast in the local semiconductor space. Yesterday, Frencken Group suffered an earnings dive that triggered an SGX circuit breaker  due to inventory drawdowns from its European legacy segments. Meanwhile, quality AI-plays like AEM Holdings are  surging on massive forward guidance driven by direct, next-generation AI and HPC customer orders.
 
As Warren Buffett says, " Price is what you pay. Value is what you get." ....  When you buy speculative stocks or weaker fundamentals just because the share price looks cheap, you often end up paying twice when the cracks show. Invest in the structural winners, the ones with award winning stories, endless brewing  developments to come, porfolio  of tokkong customers....... not the cheap substitutes.


aragosta      ( Date: 22-Jan-2026 17:15) Posted:



Not now........first swallow all that i gonna feed you until in time to come, your throat will be swollen and you will be left speechless, with what you see of the rise in value of these three AI relevant stocks..........juz like the black market gangsters, this AI phenomenon is gonna be truly unbelievable.......Follow them and  ride  forward,  or  be  left behind forever......

As of 2026, the AI revolution has shifted from software development to massive physical infrastructure scaling. Companies like  AEM,  UMS, and  Venture Corp  are critical to this AI Revolution because they provide the precision hardware, testing, and manufacturing services required to produce increasingly complex AI chips and server infrastructure.  The AI boom relies on these three companies to turn AI software into physical reality. While others design chips, these firms build and test the hardware required to run them.

1. AEM (Testing the Brains)
As AI chips become more powerful, they also become harder to build correctly.
  • Ensuring Quality:  AEM provides " System Level Testing." This ensures complex AI chips work perfectly before they are put into expensive servers.
  • Support for Memory:  They provide the tech to test High-Bandwidth Memory (HBM), which is the essential " fuel" for AI processing.


2. UMS (Building the Machines)

You cannot make AI chips without specialized machines. UMS builds the precision parts for those machines.
  • Supplier to Giants:  They are a key partner for the world&rsquo s biggest chip-machine makers (like Applied Materials).
  • Massive Scale:  UMS has expanded its factories to meet the 2026 global rush for " Sovereign AI" and new data centers.


3. Venture Corp (Assembling the System)

Venture is the high-tech factory that puts the AI ecosystem together.
  • Data Center Hardware:  They manufacture the complex servers and networking switches that allow AI models to " talk" to each other at high speeds.
  • High-Precision Making:  They use AI-driven robotics to build advanced hardware that requires extreme accuracy, which standard factories cannot handle


  Company  

  Key Role

  Why It Matters


  AEM

  Testing

  Stops faulty AI chips from reaching the market.


  UMS

  Machinery  

  Provides the parts needed to manufacture AI chips .


  Venture

  Assembly

  Builds the actual servers and networking gear.

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aragosta
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20-May-2026 10:18     
 
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Since some people like to make a meal posting JPM-Chase bought and sold, t thought I have some fun with this announcement that Bank of America has become substantial shareholder of AEM.... mmmmm, wonder why they are interested, so I got JIN SU to explain......

Breaking Down the Ownership Chain
Corporate transparency laws require companies to disclose every layer of ownership. Here is how the 16,884,844 shares break down simply:
  • Direct Holders:  The shares are physically held by two operating broker-dealers:
    • Merrill Lynch International:  Holds 14,522,946 shares (the sum of its direct and deemed interest).
    • BofA Securities, Inc.:  Holds 2,361,898 shares.
  • The Middle Men (The Holding Companies):
    • BofA Securities  is owned by  NB Holdings.
    • Merrill Lynch International  is owned by  BofAML EMEA Holdings  and  BofAML Jersey Holdings.
    • Those Jersey and EMEA entities are  also  owned by  NB Holdings.
  • The Ultimate Owner:  Because  NB Holdings Corporation  owns 100% of both paths, it must legally declare a deemed interest in the grand total of  16,884,844 shares. 
What This Means for You
  1. One Single Buyer:  A single banking giant (Bank of America) accumulated these shares, not three separate competing entities.
  2. Substantial Shareholder Status:  Because the total pot of 16.8 million shares crossed the regulatory threshold (usually 5% of a company' s total stock), the parent group had to trigger this public disclosure.
==========
Bank of America became a substantial shareholder primarily to trade the volatility and capture a massive structural AI boom. 
Because Bank of America operates major global investment funds and trading desks, it accumulated these shares for three short reasons: 
  • Riding the AI Semiconductor Wave:  AEM Holdings Ltd  has transitioned into a critical provider of high-parallel thermal testing equipment essential for next-generation, high-heat AI silicon chips.
  • Institutional Clientele and Trading:  Large global investment banks (similar to recent moves by  JPMorgan Chase & Co.  in the same stock) frequently cross the 5% substantial shareholder threshold simply by aggregating shares managed for high-net-worth clients, exchange-traded funds (ETFs), or their own internal trading desks capitalizing on AEM' s intense price momentum.
  • Turnaround Growth & Diversification:  After historical reliance on a single main customer, AEM successfully secured partnerships with massive global semiconductor packaging entities like  ASE Technology Holding, signaling a highly lucrative business pivot that institutional capital wanted a piece of. 
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tongphlp
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20-May-2026 10:14     
 
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 Alert Admin 		down fast, up faster

tongphlp      ( Date: 19-May-2026 11:23) Posted:

shd change name to ifast2

Winall88      ( Date: 19-May-2026 11:16) Posted:

Recovering very fast.. 


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tongphlp
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20-May-2026 10:11     
 
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 Alert Admin 		more ferraris to come..

chinhm88      ( Date: 19-May-2026 12:17) Posted:

Dropped to $8, come back to $8.80. Short term contra, make alot of $$$, with risk. Fast in, fast out, not right, cut lost and run.
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tongphlp
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19-May-2026 15:12     
 
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 Alert Admin 		suddenly you will see many Ferraris on the road...

chinhm88      ( Date: 19-May-2026 12:17) Posted:

Dropped to $8, come back to $8.80. Short term contra, make alot of $$$, with risk. Fast in, fast out, not right, cut lost and run.
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chinhm88
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19-May-2026 12:17     
 
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 Alert Admin 		Dropped to $8, come back to $8.80. Short term contra, make alot of $$$, with risk. Fast in, fast out, not right, cut lost and run.
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tongphlp
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19-May-2026 11:23     
 
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 Alert Admin 		shd change name to ifast2

Winall88      ( Date: 19-May-2026 11:16) Posted:

Recovering very fast.. 

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Winall88
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19-May-2026 11:16     
 
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 Alert Admin 		Recovering very fast.. 
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parcvista
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19-May-2026 10:11     
 
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 Alert Admin 		Crawling up slowly
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