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aragosta Supreme	24-May-2026 15:01        aragosta About Contact  Quote this Post!   Yells: "BBs never say why when they buy; never tell when they sell"
x 0   x 0  Alert Admin	My very good friend and former neighbour ah Luong did not want me to keep koyok selling, because he doesn' t want the price to go up too far and too fast, because he doesnt want the mercenary monkeys to make a fool of the true strong fundamentals which are driving the real growth of the price...... of course he wants the price to go up to its true valuation but it must be true to its form..... he and his team is mulling on the next more to increase the valuation and he said that the floating of private placement in Bursa should come first before the NASDAQ listing, after all he had spent a lot of money getting the stock listed there ...... since he now realised there are too little shares to pass on (from here SGX) to Bursa, he gonna arrest that, especially he now has concrete interest expressed in the stock with the real craze in AI related stocks everywhere especially BolehLand. The Datuks are waiting, the Boleh gangs are eagerly waiting, the uncles and aunties can' t wait to get their hands on it, He is super confident this will be a real catalytic move for the stock to match its high PE valuation in Malaysia markets......why is Luong more keen to act on Bursa than to prepare for Nasdaq?.... he didn' t say it, but from his eyes, we can tell he wants Bursa trading to help solidly UMS market cap to stay above the $2 billion mark before he acts on Nasdaq ..... not cheap to get it listed there, so failure (to list) is not an option...... A COFFEE SHOP STORY AT a nearby coffee shop, some familiar customers were complaining about the food prices, and that now they cannot enjoy their famous favourite roasted duck ..... the coffee shop uncles were not too happy, and they told the customers they can go for a cheaper version or cheaper dish, if the prices are beyond them and running from their pockets.... to makethem understand better, they give them a gangsters analogy......  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...." ......  But please hor, coffee shop uncles sometimes anyhow come out with stories to appease their customers, even if the gangsters are really playing these stocks.......
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Tracer63 Elite	22-May-2026 15:31        Tracer63 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Nasdaq green green these 3 days Tracer63      ( Date: 22-May-2026 15:13) Posted: Big mistake in selling UMS when it is profitable as compared to Frencken
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Tracer63 Elite	22-May-2026 15:13        Tracer63 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Big mistake in selling UMS when it is profitable as compared to Frencken
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tongphlp Supreme	22-May-2026 07:17        tongphlp About Contact  Quote this Post!
x 0   x 0  Alert Admin	Portfolio Update: The SG Semiconductor Invasion (Time to Sell?) - The Fat Investor
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aragosta Supreme	21-May-2026 12:04        aragosta About Contact  Quote this Post!   Yells: "BBs never say why when they buy; never tell when they sell"
x 0   x 0  Alert Admin	I gonna to take my time to write " insiders" type of tokkong info so as not to attract too much mercenary monkeys.... not now,   but in time to come, like in a year or two, in percentage terms, UMS percentage gains will be more than AEM' s ..... that' s how scary it would be....... now I juz post appetisers, but only if there' s interest...... ========= Unlike Anthropic, which sits strictly at the software layer,  Temasek holds massive stakes in the global tech giants that directly design the hardware, build the data centres, and order the equipment  that fuels the global semiconductor supply chain.  When these specific Temasek portfolio companies experience booming demand, it directly triggers manufacturing and testing orders that flow straight down to AEM Holdings and UMS Integration in Singapore. The key global tech stocks in Temasek' s portfolio that actively benefit AEM and UMS include: Global Tech Stocks in Temasek' s Portfolio Benefiting AEM and UMS 1. NVIDIA Corporation  What Temasek holds: A top US stock holding and a US$40 billion joint investment in Aligned Data Centres How it helps UMS: Nvidia needs chip-making tools from AMAT to build its GPUs. UMS makes parts for AMAT, leading to more orders. How it helps AEM: Nvidia' scomplex AI chips require intense testing, which lifts demand for the advanced testing market that AEM serves. 2. Applied Materials What Temasek holds: Long-term institutional exposure to the world' s largest semiconductor equipment maker. How it helps UMS: This is a direct, linear relationship. UMS is a key supplier for AMAT. When AMAT wins factory orders, UMS immediately gets more manufacturing business. How it helps AEM: Broadly signals high global manufacturing volumes, which eventually increases the total supply of chips that require testing. 3. Intel Corporation  What Temasek holds: Equity exposure to major US technology and silicon manufacturing firms  How it helps UMS: Intel buys equipment from AMAT to build its factories, which indirectly funnels parts orders down to UMS. How it helps AEM: Intel is AEM' s primary customer. Intel' s multi-billion dollar factory expansions require large quantities of AEM' s automated testing machines. 4. AMD & TSMC  What Temasek holds: Portfolio exposure to leading chip designers and the world' s top microchip foundry. How it helps UMS: TSMC regularly buys massive volumes of chip-making machinery from AMAT to manufacture AMD' s high-tech processors. How it helps AEM: AMD is a major target customer for AEM. As AMD wins market share, it increases demand for AEM' s specialized chip testing systems. Remember, the AI momentum is an economic inevitability ~ making the multi-year ascent of hardware anchors like  AEM & UMS equally inescapable.  In black market language, it simply means: THE MOMENTUM OF AI IS UNSTOPPABLE, MAKING THE RISE OF AEM & UMS INTEGRATION UNSTOPPABLE!
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aragosta Supreme	21-May-2026 01:59        aragosta About Contact  Quote this Post!   Yells: "BBs never say why when they buy; never tell when they sell"
x 0   x 0  Alert Admin	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 Supreme	17-May-2026 23:25        aragosta About Contact  Quote this Post!   Yells: "BBs never say why when they buy; never tell when they sell"
x 0   x 0  Alert Admin	SHOULD YOU PANICK WITH THE DROP IN PRICE? Panick or no panick, just read lah..... AI (And AI Relevant Stocks): The Permanent Paradigm Shift Artificial Intelligence is a foundational technological shift similar to the Industrial Revolution or the creation of the Internet, rather than a passing tech trend.  While the dot-com bubble of the late 1990s was driven by speculative valuation on unproven consumer websites, the current AI expansion is anchored in massive, immediate enterprise utility and physical infrastructure. Tech giants, enterprise corporations, and global governments are pouring hundreds of billions of dollars into high-performance microchips, specialized power grids, and advanced data centres. This scale of capital commitment cements AI as a permanent structural layer of the global economy, making it completely distinct from past tech hypes. To navigate this future successfully,  society and enterprises must embrace AI and recognize its unstoppable momentum rather than dismissing it as a temporary craze.  Powered by continuous data, AI exponentially cuts costs and boosts productivity across all sectors. Adoption is vital for survival as AI becomes a core utility driving every global organization. Consequently, businesses like  AEM & UMS, directly related to or associated with the AI ecosystem will achieve phenomenal growth in tandem with the broader AI surge.  This momentum fuels the entire supply chain, including hardware manufacturers, cloud providers, energy firms, and software integrators. As demand scales, the revenue and market footprint of these interconnected companies will expand, defining the next economic cycle. Why AEM and UMS Are Key Foundations to the AI Revolution The massive growth of back-end semiconductor leaders like AEM Holdings and UMS Integration is directly tied to the physical realities of the AI boom. Skeptics viewing their rallies as mere bubbles miss a critical fundamental truth: AI software cannot exist without hyper-advanced physical hardware.  Consequently, firms providing the essential machinery, precision engineering, and specialized testing are entering a multi-year structural upcycle driven by actual enterprise demand rather than speculation.  Envying their rapid price appreciation ignores the massive surge in actual enterprise demand that is driving their earnings higher. The underlying mechanics explain why both companies are positioned to scale continuously alongside the global AI infrastructure buildout. The Crucial Roles of AEM and UMS in the AI Ecosystem AEM Holdings (System-Level Testing):  Dense, power-hungry AI chips require advanced testing to prevent overheating. AEM specializes in System-Level Testing (SLT) and thermal control to ensure high-power processors do not fail. Underscoring this momentum, AEM' s Q1 net profit quadrupled to S$14.3 million as high-volume production deployments ramped up for a major fabless AI customer. UMS Integration (Precision Engineering):  UMS provides high-precision component manufacturing, sub-assembly, and final testing for front-end semiconductor fabrication equipment. They are a vital partner to global equipment giants like Applied Materials (AMAT). As capital expenditure forecasts reach record levels to build AI data centres, UMS' s newly expanded manufacturing footprint primes them to capture next-generation hardware orders. Rather than fearing periodic pullbacks, investors should view short-term drops  ~ like AEM&rsquo s recent 7% dip after a meteoric rise ~  as healthy breathing room. Volatility is entirely normal for high-growth stocks panic selling ignores the massive fundamental tailwinds at play.  The AI infrastructure buildout is a permanent, secular shift, not a temporary trend. Foundational enablers like AEM and UMS are locked into a multi-year structural upcycle, meaning their long-term value will continue to scale in direct alignment with global AI demand.  Ultimately,  the AI momentum is an economic inevitability...... making the multi-year ascent of hardware anchors like AEM and UMS equally inescapable.  In simple black market language, it simply means   THE MOMENTUM OF AI IS UNSTOPPABLE, MAKING THE RISE OF AEM & UMS INTEGRATION UNSTOPPABLE!
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aragosta Supreme	17-May-2026 20:40        aragosta About Contact  Quote this Post!   Yells: "BBs never say why when they buy; never tell when they sell"
x 0   x 0  Alert Admin	Back in 2024, my twin supporters (D & s) and I were the first to post DBS price targets utilizing quantitative, algorithmic forecasting platforms and predictive models. When we called for $40+, mercenary clowns literally laughed out loud and openly mocked our analysis. When we doubled down with $50 and $60 targets, the mockery intensified. Fast forward to today: those same critics have gone completely silent and vanished. Now, we have users like this " scum2124" playing the righteous critic, using AI to post all kinds of negative comments, trying to plant doubts and dispersions in the minds of potential interested parties. Obviously he has no interests in the stock.  So, this is a  classic bystander syndrome.  Like a bengali jaga guarding a GCB, he envies the wealthy people inside, spending his nights dreaming up all kinds of worse-case scenarios for the very market that feeds him. ======== The compilation below maps out the baseline forecasts, technical projections, valuation ratios, and intrinsic calculations for  UMS Integration Ltd, following its explosive Q1 2026 earnings breakthrough driven by AI infrastructure spending and the Penang production ramp.  Please hor, although we been right so many times already, these are still fun facts.....believe or unbelief, it' s your call....... as always dyodddd......... Algorithmic & Technical Price Projections ​ 1.  WalletInvestor: Their baseline live trend tracking models estimate a late 2026 consolidation target near  S$3.10. Their 5-year mathematical projection trends higher to  S$4.25, filtering out immediate short-term trading volatility. 2.  Traders Union: Technical momentum gauges tracking the sharp volume spikes of May 2026 place late-2026 price stability bands at  S$3.25 to S$3.60. The 5-year outlook expects the trend line to capture global front-end chip equipment demand, targeting  S$5.80. 3.  Meyka AI: Utilizing high-frequency order book profiles and alternate supply-chain metrics for major customer Applied Materials, their model plots a rolling late-2026 fair target around  S$2.95, with 5-year projections tracking expansion towards  S$4.50. 4.  Gov Capital: Deep-learning structural cyclicals project an initial target range between  S$3.40 and S$3.85  by late 2026, building out a 5-year maximum bullish algorithmic extension line approaching  S$6.10. 5.  I Know First: Algorithmic trend systems project a continuing positive predictive pathway for late 2026 targeting  S$3.50, modeling structural equipment upcycle expansions toward  S$5.20  over a 5-year horizon. ​ 6.  StockInvest.us: Their technical model flags the stock with elevated short-term volatility indicators following its massive year-to-date run. If current support structures hold, their mathematical channel projection calculates a highly optimistic top-band potential stretching to  S$4.17 to S$4.38. Fundamental & Valuation Ratios (StocksGuide Model) 7.  Forward P/E & P/S Valuations: UMS is trading at a trailing P/E of roughly 57.2x. Assuming strong forward execution on its Penang capacity expansion and an industry-calibrated forward P/E of 38x  against forward EPS projections, the implied StocksGuide valuation calculates out to  S$3.17. Evaluating on an aggressive forward P/S ratio of 6.2x against expected semiconductor equipment contract scaling, the forward-looking valuation ceiling shifts to  S$3.80  .  Consensus Analyst Targets ​ 8.  Highest Consensus Price Target: Institutional research desks upgraded their metrics as global Wafer Fabrication Equipment (WFE) spending forecasts ramp up. The absolute highest individual price target is issued by  UOBKH with a target price of S$4.01.
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aragosta Supreme	16-May-2026 00:02        aragosta About Contact  Quote this Post!   Yells: "BBs never say why when they buy; never tell when they sell"
x 0   x 0  Alert Admin	https://links.sgx.com/FileOpen/UMS%20-%20EGM%20Minutes%20.ashx?App=Announcement& FileID=889005 If you read thru the minutes of the meeting, it takes you only 5 minutes, but the AGM lasted almost two hours.... so means there were longer responses to the questions raised and more information presented or revealed .... pity, you not the the to get those first hand news and views " live" ...... you asked AI for the information, also no use......if I am in the mood and have the time, I will post some significance stuff here in particular the subject on " advance packaging" which Stanley advised shareholders to pay close attention because it will be the most significant development of UMS going forward .... incidentally PM Lawrence.Wong also emphasised this (advance packaging) during his Budget Speech earlier this year.... coincidence?.....a catalytic focus by the government?.... incidentally, Temasek also happened to hold a big stake in a US tech (currently unlisted) which is big on this..... coincidence?.... significant development....?  if no mercenary clowns come here to disturb, I will talk a little on it....... meanwhile heard company is brewing some thing big by the middle of this year..... big as in catalytic big.... no wonder the coffee shop uncles are shouting No Fatt No Sell.......don' t know if " fatt" means 5 or 8?......
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TraderBen Supreme	15-May-2026 22:06        TraderBen About Contact  Quote this Post!
x 0   x 0  Alert Admin	Now become SGX lead Nasdaq? Today we down they also down. Monday we open lower and weak holders out then can start to recover? Or will it be a start of a correction? Let?s see
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wehuattogether88 Supreme	15-May-2026 21:07        wehuattogether88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	This is also due partly to the Nasdaq futures which took a dive of more than 400 points during SG trading hours. chengwh1      ( Date: 15-May-2026 20:15) Posted: All thematic plays with oil and semiconductors plunged today. AEM (SGD) plunged 6.7% today, UMS dived just 3.7%. SemiCon-Sunset      ( Date: 15-May-2026 13:52) Posted: Today is a damage limitation day!
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wehuattogether88 Supreme	15-May-2026 21:06        wehuattogether88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	This is also due partly to the Nasdaq futures which took a dive of more than 400 points during SG trading hours. chengwh1      ( Date: 15-May-2026 20:15) Posted: All thematic plays with oil and semiconductors plunged today. AEM (SGD) plunged 6.7% today, UMS dived just 3.7%. SemiCon-Sunset      ( Date: 15-May-2026 13:52) Posted: Today is a damage limitation day!
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chengwh1 Elite	15-May-2026 20:15        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	All thematic plays with oil and semiconductors plunged today. AEM (SGD) plunged 6.7% today, UMS dived just 3.7%. SemiCon-Sunset      ( Date: 15-May-2026 13:52) Posted: Today is a damage limitation day!
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SemiCon-Sunset Member	15-May-2026 13:52        SemiCon-Sunset About Contact  Quote this Post!
x 0   x 0  Alert Admin	Today is a damage limitation day!
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aragosta Supreme	15-May-2026 10:11        aragosta About Contact  Quote this Post!   Yells: "BBs never say why when they buy; never tell when they sell"
x 0   x 0  Alert Admin	Applied Materials (AMAT)  and its key supplier  UMS Integration  are both experiencing strong growth driven by global Artificial Intelligence (AI) data center expansion. Applied Materials Announces Second Quarter 2026 Results https://ir.appliedmaterials.com/news-releases/news-release-details/applied-materials-announces-second-quarter-2026-results/ Applied Materials pops as Q2 results, guidance top estimates https://seekingalpha.com/news/4593071-applied-materials-pops-as-q2-results-guidance-top-estimates Earnings live updates: Applied Materials stock rises on strong AI de, Figma stock surges https://sg.finance.yahoo.com/news/earnings-live-updates-applied-materials-stock-rises-on-strong--figma-stock-surges-103000567.html Q2 Financial Performance Overview AMAT  delivered strong Q2 fiscal 2026 results, beating Wall Street' s expectations on both the top and bottom lines due to surging artificial intelligence computing infrastructure demand.  Revenue: Reached a record $7.91 billion, marking an 11% increase year-over-year and beating the analyst estimate of $7.67 billion. Adjusted EPS (Non-GAAP): Stood at a record $2.86, which is up 20% year-over-year and outperformed expectations of $2.68 per share. Gross Margins: Reached a more-than-25-year high of 50.0% on a non-GAAP basis (49.9% GAAP). Segment Breakdown: Semiconductor Systems sales grew 14% to $5.97 billion. Applied Global Services expanded 6.3% to $1.67 billion. Capital Returns: The company distributed $765 million to shareholders, splitting $400 million for stock buybacks and $365 million for dividends. Management also raised its quarterly dividend from $0.46 to $0.53 per share.  Key Outlook & Projections Equipment Growth:  Driven by AI data centers, management raised its guidance and expects the semiconductor equipment business to grow by more than 30% in calendar 2026. Q3 Fiscal 2026 Guidance: The company projected a robust upcoming quarter, expecting revenue of $8.95 billion (above the $8.09 billion analyst consensus) and an adjusted EPS of $3.36 (above the $2.88 expectation).  Direct Impact on UMS Integration  AMAT' s strong results will have a highly positive impact on UMS Integration' s fiscal year (FY) earnings.  As a primary contract manufacturer for AMAT, UMS&rsquo s financial performance behaves as a direct operational lever to AMAT' s capital expenditures and equipment demand. Revenue Anchor: AMAT currently provides 60% to 70% of total UMS revenue, making AMAT' s growth a direct win for UMS. Order Surge: AMAT' s 30%+ equipment growth translates immediately into more manufacturing orders for UMS components. Higher Margins: Filling factories in Singapore and Malaysia lowers fixed costs per unit, boosting UMS net profit margins. Target Upgrades: Brokerages like UOBKH, DBS Bank called for buy and raised UMS' s target price, expected 9% to 11% earnings bumps.
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aragosta Supreme	14-May-2026 18:50        aragosta About Contact  Quote this Post!   Yells: "BBs never say why when they buy; never tell when they sell"
x 0   x 0  Alert Admin	Trust me, still got plenty of catalytic legs to come..... here, could be one of them... enjoy.... AMAT  reporting its fiscal Q2 2026 earnings tonight, 14 May 2026, after the U.S. market close (Singapore time 4 am). Wall Street analysts expect solid, high-growth results, leaning on the higher end of expectations due to booming artificial intelligence infrastructure demand.  The old uncles got a coffee shop story about this... seems there was a pasar malam near their coffee shop, so they went for a jalan jalan , look see ... suddenly they came across a young man in suit and tie making a sales presentation on one side, seems like making a pitch on the  UMS & The AMAT business partnership..... here' s a rough transcript of what he said........ Introduction & Timing   " Good evening, everyone. Tonight marks a critical catalyst for our semiconductor portfolio. After the U.S. market close, chip equipment giant AMAT reports its Q2 earnings. Wall Street expects solid, high-growth results driven by the global boom in AI infrastructure." UMS Integration in the play " How do we play this trend locally? Through UMS Integration la. While UMS has successfully diversified by onboarding a major new customer in Korea and Taiwan, AMAT remains its foundational, legacy partner. Historically, AMAT represents the vast majority of UMS' s revenue, making tonight' s numbers directly relevant to UMS' s bottom line." Three Growth Catalysts " A strong performance from AMAT tonight benefits UMS in three distinct ways. First, AMAT' s massive equipment backlog validates UMS' s recent 43% profit jump, confirming a broad market recovery. Second, AMAT' s push into advanced AI packaging translates to immediate, high-volume component orders for UMS factories in Singapore and Malaysia. Finally, positive forward guidance from AMAT tonight will act as a major sentiment lifter for UMS shares." Conclusion & Valuation " In short, UMS is a highly leveraged, profitable proxy to the global AI chip upcycle. Major institutions agree. UOBKH maintains a  Buy  rating on UMS with a target price of  $4.01! We recommend positioning ahead of the global tech sector re-rating. Thank you for your attention. Huat ah!...."
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Trainner Master	11-May-2026 10:07        Trainner About Contact  Quote this Post!
x 0   x 0  Alert Admin	UMS was pressed down this morning but recovering very fast. it is back to last Friday level. the stock should go higher this week which echo the price price hike of semiconductors last Friday.
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aragosta Supreme	10-May-2026 00:55        aragosta About Contact  Quote this Post!   Yells: "BBs never say why when they buy; never tell when they sell"
x 0   x 0  Alert Admin	At the recent AGM, my very good friend and former neighbour, Ah Luong, made a stunning revelation.... he and Ah Lam are long time friends since their younger days in HongKong and Vietnam, before they moved to US to set up their respective companies. Obviously as friends, Ah Lam asked Ah Luong, at the start of their business ventures,   if he would be his manufacturer and supplier. Ah Luong, declined as he felt he was not ready and lacked the resources at that time..... I will write more of how and when UMS get to secure Lam Research as its second anchor customer.... and it is no brainer that Lam would be a " safe and secured" customer for years to come.... imagine at this time of AI boom, and the fast evolution of AI, where more and more and never products are needed ..... How lucky can we, long time and long term investors be!  ======= The AI boom has created a powerful synergy between global semiconductor leaders like Lam Research  and AMAT  and their essential supplier,  UMS Integration.  This relationship has formed a lucrative supercycle where the success of the giants translates directly into tangible earnings for UMS. 1. The Global Powerhouse: Lam Research & AMAT These two companies are the architects of the AI era, providing the massive machines used to build advanced chips. a)  Lam Research:  Dominates in  etching  and  deposition ~  the processes required to build the high-density memory (HBM) and complex 3D chip structures that power AI. Management  projects global equipment spending to reach  US$135 billion in 2026. b)  Applied Materials (AMAT):  The market leader in  semiconductor systems. With AI driving a worldwide memory shortage,  AMAT is seeing record demand for DRAM and logic equipment, forecasting its systems business will grow  over 20% in 2026. 2. The Local Beneficiary: UMS Integration UMS is a high-precision manufacturer that builds the critical components and sub-assemblies for the machines made by LAM and AMAT. a)  Direct Growth Engine:  Historically, AMAT has accounted for nearly  70- 90% of UMS' s revenue. This means AMAT' s booming orders flow directly into UMS&rsquo s factory floors. b)  A New Billion-Dollar Partnership:  UMS has diversified by becoming a key supplier fo Lam Research, dedicating a new factory in Penang specifically to their needs.  Orders from Lam are expected to  potentially double in 2026, making it a massive second pillar of growth. 3. Tangible Financial Impacts for UMS This isn' t just theory it is showing up in UMS' s financial reports and analyst projections for 2026: Metric Financial Significance Source Revenue Growth Consensus expects  11%&ndash 25% growth  for FY2026/27 as new capacity ramps up. DBS Earnings Upside Forecasted net profit growth of  15%&ndash 33%  in 2026, driven by higher-margin components. FSMOne Profit Margins Gross margins improved to  54% in 2025  as UMS shifted to more complex AI-related parts. SGinvestors.io Dividends A strong cash position and zero debt allow UMS to maintain and potentially grow its  5.0 cent dividend. UMS Group The Executive Summary The AI boom has created a " Giga Cycle"   in chipmaking. Lam and AMAT are selling the essential  shovels  for this gold rush, and UMS is the high-precision forge that makes those shovels.  As these giants continue to outperform on the Nasdaq, UMS stands in the thick of it, capturing a significant slice of the AI infrastructure spending. UMS INTEGRATION:  Growth Momentum Set To Accelerate  https://www.dbs.com.sg/treasures/aics/templatedata/article/equity/data/en/DBSV/012014/UMSH_SP.xml https://sginvestors.io/analysts/research/2026/04/ums-integration-dbs-group-research-2026-04-28
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aragosta Supreme	10-May-2026 00:02        aragosta About Contact  Quote this Post!   Yells: "BBs never say why when they buy; never tell when they sell"
x 0   x 0  Alert Admin	Better post some thing, otherwise people think I run road when stock is down.....the following posts, do read them thoroughly, it will help you understand a lot on what I am trying to tell you in my posts in  the days or weeks ahead... believe or unbeliever, up to you.... ======= Lam Research and AMAT  have surged into the top ten Nasdaq gainers in 2026 due to an unprecedented surge in demand for artificial intelligence infrastructure, which has triggered a massive supercycle in semiconductor equipment spending.  https://finance.yahoo.com/markets/article/the-nasdaqs-top-winners-are-now-running-hotter-than-in-2000-chart-of-the-day-122715863.html?guccounter=1 Both companies sit at the foundation of the chip industry, providing the essential tools ~ like etch, deposition, and materials engineering systems ~ needed to manufacture the advanced chips powering the AI era. Key Drivers for 2026 Outperformance a)  AI Infrastructure Boom:  Surging investment in AI data centers directly fuels equipment demand every $100B in data center capex generates roughly $8B in tool spending. b)  Advanced Memory Demand:  A 2026 memory shortage has intensified the need for High-Bandwidth Memory (HBM), benefiting suppliers of specialized equipment for 3D-stacked chips. c)  Next-Gen Node Transition:  The industry shift to 2nm nodes, GAA transistors, and backside power requires high-precision, high-margin tools where these firms dominate. d)  Global Fab Expansion:  Aggressive onshoring and supply chain diversification are driving record construction, with the 2026 WFE market projected to hit $135&ndash $140 billion.https://www.semi.org/en/semi-press-release/global-semiconductor-equipment-sales-projected-to-reach-a-record-of-156-billion-dollars-in-2027-semi-reports Company-Specific Highlights a)  Lam Research (LRCX):  Stock up 56% YTD (May 2026),  driven by record earnings and its leading position in high-margin etch and deposition technologies.  Growth is fueled by the " NAND upgrade cycle" as manufacturers move to 200+ layer memory. b)  Applied Materials (AMAT):  Stock rose ~138% over the past year to record highs in early 2026.High DRAM exposure makes it the primary winner of the current memory cycle. ​ ============== Why Analysts Are Growing More Confident In Lam Research https://sg.finance.yahoo.com/news/why-analysts-growing-more-confident-165746362.html Lam Research Has Surged 300% in a Year. Wall Street Sees More Gains Still Ahead https://finance.yahoo.com/markets/stocks/articles/lam-research-surged-300-wall-153504119.html Why Lam Research Still Looks Like a Buy After a 300% Rally https://www.investing.com/analysis/why-lam-research-still-looks-like-a-buy-after-a-300-rally-200679907 Is Lam Research (LRCX) One of the Best Technology Stocks to Buy for the Next Decade? https://finance.yahoo.com/sectors/technology/articles/lam-research-lrcx-one-best-062024346.html The Memory Shortage Is Now Fueling Lam Research' s Best Quarter Ever &mdash Here' s What Comes Next (LRCX) ​ https://www.youtube.com/watch?v=FxMHbAaluJU& t=125s How Applied Materials Stock Gained 140% https://www.trefis.com/stock/amat/articles2/591968/how-applied-materials-stock-gained-140/2026-03-03  Morgan Stanley adjusts Applied Materials stock price target pre-earnings.  Morgan Stanley calls AMAT&rsquo s next earnings a second leap forward.  https://www.thestreet.com/investing/stocks/morgan-stanley-adjusts-applied-materials-stock-price-target-pre-earnings Applied Materials Inc Stock (AMAT) Moved Up by 3.34% on May 6: Key Drivers Unveiled https://www.tradingkey.com/news/market-movers/261863448-market-movers-amat-20260506
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aragosta Supreme	07-May-2026 14:32        aragosta About Contact  Quote this Post!   Yells: "BBs never say why when they buy; never tell when they sell"
x 0   x 0  Alert Admin	Really pity those who literally throw yesterday, influenced by those smart alecs who claim shares will dropped more than the pre-XD price and those " sell in May" theorists..... never learn from the XB episode..... PLEASE la, if you sell, keep to yourself la.....don' t try to influence others la...THE AI MOMENTUM IS UNSTOPPABLE!!!!! aragosta      ( Date: 07-May-2026 10:48) Posted: If you got extra cash, you should invest in both (but please hor, I m not inducing you to buy, juz a suggestion).... this is just the start of the AI REVOLUTION and everyday AI is evolving ..... according to Bloomberg TV network last night,  the AI momentum is UNSTOPPABLE!  and they went on to say it is akin to the START of the Industrial Revolution! You can tell from the market reaction to UMS' s XD today, we are in a very very good place.... As for AEM, this is what the black market said of the stock in the " ARM THREAD" .... ========== The Executive Summary:    Is AEM' s price today " Expensive" or still " Early Days" ? While the NAV looks high, in the AI era, Intellectual Property is more valuable than physical assets. AEM' s worth isn' t found in its factories or its cash: it is found in the 2,000-watt thermal barrier it has broken, the SLT brain it has perfected, and the Taiwanese Lab-to-Fab bridge it has built.    This " Triple-Pillar Moat" , that balance sheets can' t capture, is its true book value. If AEM can raise its Net Margin from the current ~4% toward the industry standard of 15% to 20%, the $8.00 target isn' t just possible: it' s supported by the same math that drove iFAST to surge from $1 to $10 in under one year. And here' s the scary part: the black market thinks    AEM is " More Valuable" than iFAST on current form. While iFAST' s surge was remarkable, AEM' s structural setup is arguably  more robust. AEM possesses significantly more positive drivers than iFAST did at its inflection point ~  iFAST is a    platform  (it connects people to products). ~  AEM is a    bottleneck  (the products cannot exist without their tech). Investors pay much higher P/E multiples for " Bottlenecks" than they do for " Platforms" . So, in summing up, if  you judge AEM by the weight of  its physical assets, it looks expensive. If you judge it by its role as the indispensable gatekeeper of the AI supply chain, it is still early days.    This isn' t just a hardware play it is the AI Quality-Assurance Standard for the next decade. ​ dyoddd, please..... Trainner      ( Date: 06-May-2026 09:58) Posted: Will it follow AEM path?????  I do not own AEM, but if I have, I may convert AEM to UMS..... the growth percentage for UMS should be much higher than AEM..... after AEM ran so much so fast....
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