Latest Forum Topics /
AEM SGD
Last:9.9
-0.19
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business turnaround ?
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LexLut88
Member |
09-Apr-2026 09:18
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strange , a lot of of people still shorting this share ?  isnt the risk to short is so much higher than surging ?  Hope it cross $5 soon .  |
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tongphlp
Supreme |
09-Apr-2026 08:45
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haha....can it fly to the moon instead? Let' s aim for 8.64 instead!   11:10 AM PDT · April 7, 2026 ![]() Image Credits:Intel(opens in a new window) Intel signs on to Elon Musk&rsquo s Terafab chips projectIntel will join SpaceX and Tesla in an effort to build a new U.S. semiconductor factory in Texas, although the scope of its contributions are unclear. &ldquo Our ability to design, fabricate, and package ultra-high-performance chips at scale will help accelerate Terafab&rsquo s aim to produce 1 TW/year of compute to power future advances in AI and robotics,&rdquo Intel  said  in a corporate post on X. Intel hasn&rsquo t shared any more information.  
 
Elon Musk  announced  in March a team-up between the two tech companies he leads to develop chips for AI compute, satellites, and SpaceX&rsquo s mooted space data center and to support the possibility of autonomous Tesla vehicles and robots. However, building a chip fab is one of the most difficult and expensive corporate infrastructure projects out there, typically requiring years of time and more than $20 billion to create a facility with a huge clean room for thousands of ultra-precise machines to carve silicon. It wasn&rsquo t obvious how SpaceX and Tesla, two companies with no experience in the sector, could team up to execute the project efficiently. Now we have a better idea: Intel will do it. The company has been hunting for large anchor customers to support its foundry business, and now it has two. Still, if investors thought that Terafab would be a greenfield approach based on SpaceX&rsquo s and Tesla&rsquo s unique approach to engineering, that may not play out. Once the leading U.S. silicon producer, Intel has seen rivals Nvidia and AMD take the lead in developing advanced processors and adopt the &ldquo fabless&rdquo business model where chip designers outsource the manufacturing of their semiconductors. Intel&rsquo s stock rose more than 3% on the news today. It was trading at $52.28, about 2.9% higher than its opening bell price, at 2 p.m. ET. Intel declined to comment on the partnership, while SpaceX didn&rsquo t respond to TechCrunch&rsquo s query.
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JurongW
Elite |
08-Apr-2026 16:39
Yells: "Earnings give weight, Chart give wings" |
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RL - Guess u have run far away by now.  Any plans to u-turn back ?
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JurongW
Elite |
08-Apr-2026 16:37
Yells: "Earnings give weight, Chart give wings" |
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Thanks to POTUS for giving Iran a lifeline of 2 weeks, AEM is likely on its way to test the previous high of 4.68 Well done to AEM shareholders who have not sold this stock.
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tongphlp
Supreme |
08-Apr-2026 16:31
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AEM&rsquo s KL Roadshow: Fund Managers Get Clarity on ASE Partnership, Legal News, etcAEM&rsquo s KL Roadshow: Fund Managers Get Clarity on ASE Partnership, Legal News, etc      05 April 2026  
 
The Big Catalyst: The AEM and ASE Partnership AEM has teamed up with ASE, which DBS is calling a strategic " win-win" partnership. To understand why this is such a big deal, look at  OSATs  (Outsourced Semiconductor Assembly and Test). OSATs are massive third-party facilities that chip designers hire to assemble and test their chips before they hit the market. By partnering with ASE&mdash a giant in the OSAT space&mdash AEM is tapping into a massive network. As the DBS report notes, " Partnering with ASE allows AEM to tap into a large outsourced testing network serving multiple chipmakers and hyperscalers, significantly widening its addressable market beyond its direct customers" .   Why did ASE approach AEM? The world is facing urgent AI testing capacity constraints. Traditional testing is slow and takes up too much factory floor space. AEM, however, specializes in  high-parallel systems. This means their advanced machines can test dozens of individual devices simultaneously. ![]() According to DBS, " AEM&rsquo s high-parallel systems enable testing of dozens of devices simultaneously, improving throughput and increasing productivity per square foot, a key constraint in high-density manufacturing hubs like Taiwan" . Furthermore, " ASE approached AEM to deliver differentiated testing capabilities after limited progress with incumbents, reflecting strong demand for more efficient test solutions in AI-driven workloads" .   Financially, this creates excellent operating leverage, meaning that as AEM sells more equipment and volumes increase, their fixed costs are absorbed better. The research note explains: " OSAT customers typically scale capacity alongside customer ramps, which can drive repeat orders and higher utilisation for AEM&rsquo s installed base. As volumes increase, fixed cost absorption improves, supporting margin expansion" .   What About the Patent Dispute? If you heard the news about AEM' s patent dispute announced in October 2025, relax. This situation is very different from their earlier 2022/2023 legal issues.   The current dispute focuses heavily on wafer-level testing. In chipmaking, a " wafer" is the large, pizza-like silicon disc containing hundreds of chips before they are sliced apart. DBS points out:  " Latest issue relates to wafer-level testing outside AEM&rsquo s core focus. AEM primarily operates in packaged testing rather than wafer-level testing, limiting direct exposure to the disputed technology area" .  
Moreover, " customer demand remains unaffected. Customers continue to prioritise product performance and testing capability, with no evidence of programme delays or order cancellations linked to the case" . In the tech world, disputes like this are common and do not alter a company' s competitive edge.  
DBS sees multiple tailwinds pushing AEM forward. The report states: " Overall, with multiple tailwinds including constrained CPU-driven demand from its long-standing HPC customer, growing contributions from new customers, and the emerging ASE partnership catalyst, we see increasing confidence that AEM can meet or potentially exceed FY26 guidance, particularly as current guidance does not explicitly factor in contributions from the ASE&ndash AEM partnership" . In fact, AEM' s revenue mix is shifting favorably. DBS highlights: " Our assumptions imply a revenue mix shift towards new customers, with contributions of c.44% from new customers, 30% from CEI, and 26% from Intel in FY26, rising to 51%, 27%, and 22% respectively in FY27" .   Because of this, DBS has increasing confidence in AEM' s future profitability. " In addition to a more favourable mix, this could also unlock operating leverage, providing further upside to our margin and earnings assumptions (8-13% below FY26/27 consensus estimates). We currently have a BUY call with TP SGD4.60" . |
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JurongW
Elite |
07-Apr-2026 13:57
Yells: "Earnings give weight, Chart give wings" |
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Consolidating and moving sideways between 4.10 and 4.38  in the interim. Hard to call - Price could go either way.   |
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JurongW
Elite |
07-Apr-2026 13:51
Yells: "Earnings give weight, Chart give wings" |
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Lots of rhetoric by POTUS. Either it' s TACO or he goes bonkers and nuke I-ran (Defintion of Doomsday) Either way, let' s wait for the so-called deadline or he kick the " deadline" down the road.
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tongphlp
Supreme |
07-Apr-2026 13:34
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on the contrary, it should be rising very soon
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pnuklis
Master |
07-Apr-2026 11:59
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Shorters are all over will drag it below 4   |
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ruanlai
Elite |
07-Apr-2026 10:08
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No volume for the 3 musketeers (A F U) to run road
Sellers / shortlist will deep dive all the way down few pips. Doom day at noon said trump. Good luck and DYODD |
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JurongW
Elite |
06-Apr-2026 15:38
Yells: "Earnings give weight, Chart give wings" |
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RL - Any suggestion to TP' s issue ?  Using wheelchairs?
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tongphlp
Supreme |
06-Apr-2026 14:57
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Crippled or disbabled how? Must be inclusive - said our PM
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JurongW
Elite |
06-Apr-2026 14:52
Yells: "Earnings give weight, Chart give wings" |
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Thanks for the timely reminder.  I believe TP hears u loud and clear  ![]() ![]()
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ruanlai
Elite |
06-Apr-2026 14:39
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Run before you regret!
Dyodd |
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JurongW
Elite |
06-Apr-2026 14:12
Yells: "Earnings give weight, Chart give wings" |
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As what u see on the chart. As for dont trust, u need to add another person besides DT.  How about RL ?
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tongphlp
Supreme |
06-Apr-2026 14:07
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don' t trust DT, trust TV  patterns don' t lie..
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JurongW
Elite |
06-Apr-2026 13:54
Yells: "Earnings give weight, Chart give wings" |
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![]()
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tongphlp
Supreme |
06-Apr-2026 13:53
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Dependent on : 1) DT  2) Nasdaq futures trend 3) Institutions who may still be on easter break  
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JurongW
Elite |
06-Apr-2026 13:51
Yells: "Earnings give weight, Chart give wings" |
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No sign of trend reversal yet.
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tongphlp
Supreme |
06-Apr-2026 13:35
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ruanlai, dun raun lai and create panic unless u r DT
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The report  



