UMS
Last:2.53
-
Scaling new HEIGHTS with new catalysts
Post Reply
1-20 of 78
Better don't short.. no one can predict what will happen next.. stay sidelines..🧐
tongphlp ( Date: 07-Jun-2026 19:37) Posted:
Jialat
ruanlai ( Date: 07-Jun-2026 19:38) Posted:
Tml below $2.30 Liao
Good luck for those still holding on it.
Dyodd |
|
|
|
It is ok lah..... let the market decides the price.
Short term may be volatile, long term is still good.
Semiconductor market is very strong for next few years.
Long term share price should be good, for near term, too many factors....
if you are long term investors, may be good to collect and put in your safe box.....
Cheers~~~~
tongphlp ( Date: 07-Jun-2026 19:37) Posted:
Jialat
ruanlai ( Date: 07-Jun-2026 19:38) Posted:
Tml below $2.30 Liao
Good luck for those still holding on it.
Dyodd |
|
|
|
Jialat
ruanlai ( Date: 07-Jun-2026 19:38) Posted:
Tml below $2.30 Liao
Good luck for those still holding on it.
Dyodd |
|
Tml below $2.30 Liao
Good luck for those still holding on it.
Dyodd
aragosta ( Date: 07-Jun-2026 16:16) Posted:
I first posted this on the AEM thread, https://www.sharejunction.com/sharejunction/listMessage.htm?topicId=22090& searchString=& msgbdName=AEM%20SGD& topicTitle=AEM%20(+Venture,%20UMS)%20the%20most%20AI-relevant%20SGX%20stock but it is so powerful and so significant to every people who is interested in AI relevant stocks, that I thought I post it here to o..... here' s an incentive, if you are interested in AI relevant stocks such as this, AEM, Frencken, Valutronics, etc you must make an effort to read through this message thoroughly, because in it, you will get the hints, why in under three years' time, all these AI relevant stocks will be worth MORE THAN TWICE they are now...... no bull, by now you show know how unbelievable these gangsters are, but still, believe or dont believe, dyodddddd please.....
==================
In their own words: " We are only at the Beginning of the AI BOOM!"
The perspective that the tech world is only at the very beginning of a massive AI revolution is a dominant thesis among almost all major tech giant executives and elite venture capitalists. Several prominent leaders and industry experts have explicitly stated this:
Tech Giant CEOs
(1) Jensen Huang (CEO of Nvidia) states the world is at the " beginning of a new industrial revolution." He asserts that shifting from traditional software to accelerated computing and generative AI requires a complete, foundational rewrite of the entire global tech stack. Unlike past revolutions producing physical goods, Huang emphasizes the current era involves AI factories manufacturing intelligence, driving a multi-trillion dollar infrastructure opportunity.
Huang: " We are at the beginning of a new Industrial Revolution."
https://www.youtube.com/watch?v=AIcZ6z18xMQ | https://www.fierce-network.com/cloud/nvidias-jensen-huang-future-enterprise-ai
(2) Lisa Su (CEO of AMD) explicitly dismisses any AI bubble concerns by likening the current boom to the " third inning" of a nine-inning baseball game, highlighting that the vast majority of innovation and market growth is yet to come. She forecasts a massive, long-term expansion where active global AI users explode from 1 billion to over 5 billion by 2030, fueling a relentless demand for data center infrastructure and high-performance computing through 2029.
Lisa Su: " We' re only in the 3RD INNING of AI! Demand will surge through 2029!"
https://www.youtube.com/watch?v=sUQqgqd96eo
(3) Satya Nadella (CEO of Microsoft) explicitly emphasizes that humanity is merely at the starting line of a multi-decade technological shift. He argues that today' s advanced AI models and chatbots are just the early foundation, emphasizing that we have barely scratched the surface of its ultimate global economic impact. Instead, we are only at the beginning of a true " Agentic Era" that will require decades of global infrastructure buildouts to fully realize.
Nadella: " We are moving from the phase of talking about AI to AI at scale.......and it is only just beginning."
https://msftstories.thesourcemediaassets.com/2023/04/Satya-Nadella-The-Future-of-Work-with-AI.pdf | https://www.youtube.com/watch?v=FufINEXBxdY
(4) Masayoshi Son (CEO of SoftBank) argues that the AI revolution is " 50 times bigger than the dotcom boom" . He notes that despite potential market corrections, AI is currently in the early " internet era" stage and will yield Artificial General Intelligence that surpasses human capability within the decade. To reinforce why this is only starting, Son stresses that while the internet connected existing information, AI autonomously manufactures intelligence itself.
Masayoshi Son: " The AI revolution will be 50 times bigger than the Dotcom revolution in the 2000s."
https://www.cnbc.com/2026/06/01/softbank-masayoshi-son-ai-revolution-investment.html
(5) Marc Benioff (CEO of Salesforce) argues the tech ecosystem is moving past traditional software limits, asserting we are entering the true phase of utility. He frames this era as a " digital labor revolution" introducing an " unlimited workforce" of autonomous agents. He emphasizes this marks the most critical step of the AI transition, where software shifts from predictive assistants into independent digital entities capable of handling business pipelines natively.
Benioff: " We' ve gone through cloud, we' ' be gone through mobile, we' ' be gone through predictive AI......And now we' re entering this new agentic AI revolution, and it is going to be magic."
https://www.odaseva.com/blog/dreamforce-2025-secure-and-manage-your-data-with-odaseva | https://www.youtube.com/watch?v=j_6nF4wznKs
(6) Mark Zuckerberg (CEO of Meta) emphasizes that the tech industry is in a profound " multi-year investment cycle," stating that frontier capabilities are still in their infancy. Rather than promising a singular breakthrough, he frames generative AI as a long-term trajectory. He argues that achieving these frontier capabilities is a massive undertaking requiring tech giants to build out hundreds of billions of dollars in infrastructure to support the paradigm' s earliest stages.
Zuckerberg: " Building the leading AI will also be a larger undertaking.....and this is likely going to take several years."
https://www.medianama.com/2024/04/223-multi-investment-cycle-meta-ai-offerings-profitable-earnings-call/
(7) Sam Altman (CEO of OpenAI) explicitly argues that humanity is living through the absolute dawn of the AI era, stating that today' s most advanced systems will soon look like primitive relics. He asserts that we are only at the very beginning of a massive socio-economic shift, comparing the current state of artificial intelligence to the earliest, dial-up days of the internet. Altman emphasizes that the true revolution will unfold over the coming decades as agentic systems scale globally.
Sam Altman: " We are at the beginning of a multi-decade technological revolution that will be even larger than the agricultural, industrial, and internet revolutions combined."
https://ia.samaltman.com | https://www.youtube.com/watch?v=evDI1a6E8JY& t=14s
(8) Elon Musk (CEO of Tesla & xAI) argues that the current AI boom cannot be compared to any prior tech cycle, because the underlying dedicated AI compute appears to be growing by an unprecedented factor of 10 every six months. While historical innovations like smartphones and the internet rode Moore' s Law, Musk emphasizes that AI is on an extreme compounding trajectory. This means the world is only at the base of a vertical spike, where breakthroughs occur frequently and rapidly.
Musk: " The pace of AI development is so rapid that breakthroughs occur frequently, even multiple times within a single day."
https://www.youtube.com/shorts/GHf-Tbg48iw | https://x.com/r0ck3t23/status/2059788584714957168
Hyperscale Infrastructure Builders
(9) Sundar Pichai (CEO of Google & Alphabet) uses the analogy that today' s most advanced AI models are incredibly primitive compared to what is coming, treating the current era as the basic foundational layer of a massive platform shift. He outlines the transition as a multi-decade journey, believing that we are still in the early days of a profound AI shift. Pichai notes that humanity is only at the starting line of integrating baseline AI utility into search, creation, and daily global workflows.
Sundar Pichai: " We are absolutely still in the early days of a profound AI shift!"
https://www.instagram.com/reel/DTORUNHD110/ | https://www.instagram.com/reel/DYpaa7fuNoR/
(10) Andy Jassy (CEO of Amazon) views generative AI as an era-defining, once-in-a-lifetime technological transformation, noting the world has never seen a technology achieve this scale of adoption so quickly. He emphasizes this current explosion is merely a prelude to a massive, long-term infrastructure cycle. This multi-decade trajectory requires hundreds of billions of dollars in capital expenditure for cloud data centers and custom silicon to support AI' s baseline requirements.
Andy Jassy: " AI is a once-in-a-lifetime opportunity, where the current growth is unprecedented and the future growth even bigger."
https://www.aboutamazon.com/news/aws/amazon-ceo-andy-jassy-aws-ai
Venture Capital Pioneers
(11) Alan Patricof (Co-Founder of Greycroft & Primetime Partners), veteran investor with over 60 years of venture capital experience, declares that we are only at the start of a true revolution that vastly eclipses the internet, PC or cellular eras. While he cautions investors against short-term market speculation and inflated valuations, he remains profoundly optimistic about the long-term horizon, asserting that we are only at the beginning of the most significant inflection point in technology history.
Alan Patricof: " AI is the most significant inflection point in technology. This By Far Outweighs Any Technology Revolution."
https://www.cnbc.com/video/2024/04/05/ai-is-the-most-significant-inflection-point-in-technology-says-primetime-partners-alan-patricof.html
Hardware & Semiconductor Enablers
(12) C C Wei (CEO of TSMC) asserts that the global AI boom is merely beginning, projecting that an insane surge in demand for high-performance computing will continuously outpace the global semiconductor supply chain for years to come. He characterizes the current advanced manufacturing bottlenecks not as a temporary trend, but as the initial phase of a long-term, multi-year structural buildout driven by tech giants aggressively expanding hardware capacity.
C C Wei: " I believe it' s just the beginning of this (AI) demand......and it will continue for many years."
https://asia.nikkei.com/business/tech/semiconductors/tsmc-says-insane-ai-demand-is-real-and-a-boon-for-chip-giant
(13) Christophe Fouquet (CEO of ASML): whose company holds a monopoly on Extreme Ultraviolet lithography machines, views the global market as on the cusp of an aggressive, long-term infrastructure loop. He maintains society is in the opening phase of an immense paradigm shift where advanced computing architectures penetrate every tech segment. Fouquet emphasizes the market will remain heavily supply-constrained because the foundation of the AI revolution is still being laid.
Fouquet: " We see our society going from chips everywhere to AI chips everywhere."
https://www.sec.gov/Archives/edgar/data/937966/000093796624000026/exhibit992.htm
(14) Sanjay Mehrotra (CEO of Micron Technology) views the global data industry as being in the opening stages of a massive, multi-year growth cycle driven entirely by artificial intelligence. He emphasizes that the rapid transition to next-generation AI accelerators is triggering an unyielding structural shortage of high-bandwidth memory. This severe hardware bottleneck will persist for consecutive years because the industry is still at the base of its deployment curve.
Mehrotra: " AI is in very early innings.....memory is a strategic asset you need more memory, you need faster performance memory in order for AI to be able to deliver its full capabilities."
https://tech.yahoo.com/ai/articles/ai-very-early-innings-micron-220000034.html
(15) Rene Haas (CEO of ARM Holdings) argues that the AI boom is much larger and more far-reaching than past historical shifts from personal computers to the mobile internet. He marks our current position relative to AI' s actual capacity as being in the extreme infancy of a massive, decade-long expansion. As AI workloads transition from massive data centers to billions of everyday edge devices, Haas emphasizes that the long-term architectural transformation is only just starting to unfold.
Rene Haas: " Considering the changes AI can bring for humanity and the planet, and our current position relative to its capability, it is very early."
https://www.youtube.com/shorts/TAzFyPP8Ats |. https://www.bloomberg.com/news/videos/2026-04-10/arm-ceo-says-ai-is-much-bigger-than-the-internet-shift |
|
I first posted this on the AEM thread, https://www.sharejunction.com/sharejunction/listMessage.htm?topicId=22090& searchString=& msgbdName=AEM%20SGD& topicTitle=AEM%20(+Venture,%20UMS)%20the%20most%20AI-relevant%20SGX%20stock but it is so powerful and so significant to every people who is interested in AI relevant stocks, that I thought I post it here to o..... here' s an incentive, if you are interested in AI relevant stocks such as this, AEM, Frencken, Valutronics, etc you must make an effort to read through this message thoroughly, because in it, you will get the hints, why in under three years' time, all these AI relevant stocks will be worth MORE THAN TWICE they are now...... no bull, by now you show know how unbelievable these gangsters are, but still, believe or dont believe, dyodddddd please.....
==================
In their own words: " We are only at the Beginning of the AI BOOM!"
The perspective that the tech world is only at the very beginning of a massive AI revolution is a dominant thesis among almost all major tech giant executives and elite venture capitalists. Several prominent leaders and industry experts have explicitly stated this:
Tech Giant CEOs
(1) Jensen Huang (CEO of Nvidia) states the world is at the " beginning of a new industrial revolution." He asserts that shifting from traditional software to accelerated computing and generative AI requires a complete, foundational rewrite of the entire global tech stack. Unlike past revolutions producing physical goods, Huang emphasizes the current era involves AI factories manufacturing intelligence, driving a multi-trillion dollar infrastructure opportunity.
Huang: " We are at the beginning of a new Industrial Revolution."
https://www.youtube.com/watch?v=AIcZ6z18xMQ | https://www.fierce-network.com/cloud/nvidias-jensen-huang-future-enterprise-ai
(2) Lisa Su (CEO of AMD) explicitly dismisses any AI bubble concerns by likening the current boom to the " third inning" of a nine-inning baseball game, highlighting that the vast majority of innovation and market growth is yet to come. She forecasts a massive, long-term expansion where active global AI users explode from 1 billion to over 5 billion by 2030, fueling a relentless demand for data center infrastructure and high-performance computing through 2029.
Lisa Su: " We' re only in the 3RD INNING of AI! Demand will surge through 2029!"
https://www.youtube.com/watch?v=sUQqgqd96eo
(3) Satya Nadella (CEO of Microsoft) explicitly emphasizes that humanity is merely at the starting line of a multi-decade technological shift. He argues that today' s advanced AI models and chatbots are just the early foundation, emphasizing that we have barely scratched the surface of its ultimate global economic impact. Instead, we are only at the beginning of a true " Agentic Era" that will require decades of global infrastructure buildouts to fully realize.
Nadella: " We are moving from the phase of talking about AI to AI at scale.......and it is only just beginning."
https://msftstories.thesourcemediaassets.com/2023/04/Satya-Nadella-The-Future-of-Work-with-AI.pdf | https://www.youtube.com/watch?v=FufINEXBxdY
(4) Masayoshi Son (CEO of SoftBank) argues that the AI revolution is " 50 times bigger than the dotcom boom" . He notes that despite potential market corrections, AI is currently in the early " internet era" stage and will yield Artificial General Intelligence that surpasses human capability within the decade. To reinforce why this is only starting, Son stresses that while the internet connected existing information, AI autonomously manufactures intelligence itself.
Masayoshi Son: " The AI revolution will be 50 times bigger than the Dotcom revolution in the 2000s."
https://www.cnbc.com/2026/06/01/softbank-masayoshi-son-ai-revolution-investment.html
(5) Marc Benioff (CEO of Salesforce) argues the tech ecosystem is moving past traditional software limits, asserting we are entering the true phase of utility. He frames this era as a " digital labor revolution" introducing an " unlimited workforce" of autonomous agents. He emphasizes this marks the most critical step of the AI transition, where software shifts from predictive assistants into independent digital entities capable of handling business pipelines natively.
Benioff: " We' ve gone through cloud, we' ' be gone through mobile, we' ' be gone through predictive AI......And now we' re entering this new agentic AI revolution, and it is going to be magic."
https://www.odaseva.com/blog/dreamforce-2025-secure-and-manage-your-data-with-odaseva | https://www.youtube.com/watch?v=j_6nF4wznKs
(6) Mark Zuckerberg (CEO of Meta) emphasizes that the tech industry is in a profound " multi-year investment cycle," stating that frontier capabilities are still in their infancy. Rather than promising a singular breakthrough, he frames generative AI as a long-term trajectory. He argues that achieving these frontier capabilities is a massive undertaking requiring tech giants to build out hundreds of billions of dollars in infrastructure to support the paradigm' s earliest stages.
Zuckerberg: " Building the leading AI will also be a larger undertaking.....and this is likely going to take several years."
https://www.medianama.com/2024/04/223-multi-investment-cycle-meta-ai-offerings-profitable-earnings-call/
(7) Sam Altman (CEO of OpenAI) explicitly argues that humanity is living through the absolute dawn of the AI era, stating that today' s most advanced systems will soon look like primitive relics. He asserts that we are only at the very beginning of a massive socio-economic shift, comparing the current state of artificial intelligence to the earliest, dial-up days of the internet. Altman emphasizes that the true revolution will unfold over the coming decades as agentic systems scale globally.
Sam Altman: " We are at the beginning of a multi-decade technological revolution that will be even larger than the agricultural, industrial, and internet revolutions combined."
https://ia.samaltman.com | https://www.youtube.com/watch?v=evDI1a6E8JY& t=14s
(8) Elon Musk (CEO of Tesla & xAI) argues that the current AI boom cannot be compared to any prior tech cycle, because the underlying dedicated AI compute appears to be growing by an unprecedented factor of 10 every six months. While historical innovations like smartphones and the internet rode Moore' s Law, Musk emphasizes that AI is on an extreme compounding trajectory. This means the world is only at the base of a vertical spike, where breakthroughs occur frequently and rapidly.
Musk: " The pace of AI development is so rapid that breakthroughs occur frequently, even multiple times within a single day."
https://www.youtube.com/shorts/GHf-Tbg48iw | https://x.com/r0ck3t23/status/2059788584714957168
Hyperscale Infrastructure Builders
(9) Sundar Pichai (CEO of Google & Alphabet) uses the analogy that today' s most advanced AI models are incredibly primitive compared to what is coming, treating the current era as the basic foundational layer of a massive platform shift. He outlines the transition as a multi-decade journey, believing that we are still in the early days of a profound AI shift. Pichai notes that humanity is only at the starting line of integrating baseline AI utility into search, creation, and daily global workflows.
Sundar Pichai: " We are absolutely still in the early days of a profound AI shift!"
https://www.instagram.com/reel/DTORUNHD110/ | https://www.instagram.com/reel/DYpaa7fuNoR/
(10) Andy Jassy (CEO of Amazon) views generative AI as an era-defining, once-in-a-lifetime technological transformation, noting the world has never seen a technology achieve this scale of adoption so quickly. He emphasizes this current explosion is merely a prelude to a massive, long-term infrastructure cycle. This multi-decade trajectory requires hundreds of billions of dollars in capital expenditure for cloud data centers and custom silicon to support AI' s baseline requirements.
Andy Jassy: " AI is a once-in-a-lifetime opportunity, where the current growth is unprecedented and the future growth even bigger."
https://www.aboutamazon.com/news/aws/amazon-ceo-andy-jassy-aws-ai
Venture Capital Pioneers
(11) Alan Patricof (Co-Founder of Greycroft & Primetime Partners), veteran investor with over 60 years of venture capital experience, declares that we are only at the start of a true revolution that vastly eclipses the internet, PC or cellular eras. While he cautions investors against short-term market speculation and inflated valuations, he remains profoundly optimistic about the long-term horizon, asserting that we are only at the beginning of the most significant inflection point in technology history.
Alan Patricof: " AI is the most significant inflection point in technology. This By Far Outweighs Any Technology Revolution."
https://www.cnbc.com/video/2024/04/05/ai-is-the-most-significant-inflection-point-in-technology-says-primetime-partners-alan-patricof.html
Hardware & Semiconductor Enablers
(12) C C Wei (CEO of TSMC) asserts that the global AI boom is merely beginning, projecting that an insane surge in demand for high-performance computing will continuously outpace the global semiconductor supply chain for years to come. He characterizes the current advanced manufacturing bottlenecks not as a temporary trend, but as the initial phase of a long-term, multi-year structural buildout driven by tech giants aggressively expanding hardware capacity.
C C Wei: " I believe it' s just the beginning of this (AI) demand......and it will continue for many years."
https://asia.nikkei.com/business/tech/semiconductors/tsmc-says-insane-ai-demand-is-real-and-a-boon-for-chip-giant
(13) Christophe Fouquet (CEO of ASML): whose company holds a monopoly on Extreme Ultraviolet lithography machines, views the global market as on the cusp of an aggressive, long-term infrastructure loop. He maintains society is in the opening phase of an immense paradigm shift where advanced computing architectures penetrate every tech segment. Fouquet emphasizes the market will remain heavily supply-constrained because the foundation of the AI revolution is still being laid.
Fouquet: " We see our society going from chips everywhere to AI chips everywhere."
https://www.sec.gov/Archives/edgar/data/937966/000093796624000026/exhibit992.htm
(14) Sanjay Mehrotra (CEO of Micron Technology) views the global data industry as being in the opening stages of a massive, multi-year growth cycle driven entirely by artificial intelligence. He emphasizes that the rapid transition to next-generation AI accelerators is triggering an unyielding structural shortage of high-bandwidth memory. This severe hardware bottleneck will persist for consecutive years because the industry is still at the base of its deployment curve.
Mehrotra: " AI is in very early innings.....memory is a strategic asset you need more memory, you need faster performance memory in order for AI to be able to deliver its full capabilities."
https://tech.yahoo.com/ai/articles/ai-very-early-innings-micron-220000034.html
(15) Rene Haas (CEO of ARM Holdings) argues that the AI boom is much larger and more far-reaching than past historical shifts from personal computers to the mobile internet. He marks our current position relative to AI' s actual capacity as being in the extreme infancy of a massive, decade-long expansion. As AI workloads transition from massive data centers to billions of everyday edge devices, Haas emphasizes that the long-term architectural transformation is only just starting to unfold.
Rene Haas: " Considering the changes AI can bring for humanity and the planet, and our current position relative to its capability, it is very early."
https://www.youtube.com/shorts/TAzFyPP8Ats |. https://www.bloomberg.com/news/videos/2026-04-10/arm-ceo-says-ai-is-much-bigger-than-the-internet-shift
aragosta ( Date: 06-Jun-2026 14:34) Posted:
UMS signs pact for joint venture with three Vietnamese precision engineering firm https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/ums-signs-pact-joint-venture-three-vietnamese-precision-engineering-firms
Should you be surprised? Well, you shouldn' t be if you' ve been listening to my coffee shop stories. In one, I told you, in the 1980s, from HongKong, where life and doing business was tough, he went to Vietnam with his good friend Mr Lam, who later found Lam Research when he migrated to the US......so you can see that this is an extension of business contacts from those early days. You might want to know, that my very very good friend and ex neighbour does speak Vietnamese!
As I kept telling you, there is a long long run way for this stock, and we are at the beginning of a phenomenal AI boom..... I intend to post less nowadays, because I don' t want to give those mercenary contrarians a head start..... hope they are badly burnt these few days..... Mr Luong was right, we want a gradual steady rise to the price based on rising earnings and improving fundamentals backed by positive developments, not one that is played irrationally and exuberantly by these mercenaries ......
|
|
UMS signs pact for joint venture with three Vietnamese precision engineering firm https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/ums-signs-pact-joint-venture-three-vietnamese-precision-engineering-firms
Should you be surprised? Well, you shouldn' t be if you' ve been listening to my coffee shop stories. In one, I told you, in the 1980s, from HongKong, where life and doing business was tough, he went to Vietnam with his good friend Mr Lam, who later found Lam Research when he migrated to the US......so you can see that this is an extension of business contacts from those early days. You might want to know, that my very very good friend and ex neighbour does speak Vietnamese!
As I kept telling you, there is a long long run way for this stock, and we are at the beginning of a phenomenal AI boom..... I intend to post less nowadays, because I don' t want to give those mercenary contrarians a head start..... hope they are badly burnt these few days..... Mr Luong was right, we want a gradual steady rise to the price based on rising earnings and improving fundamentals backed by positive developments, not one that is played irrationally and exuberantly by these mercenaries ......
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.....
Thanks Bro. The pattern is similar to UMS. 😊
JurongW ( Date: 01-Jun-2026 16:35) Posted:
For reference - No guarantees
 |
|
For reference - No guarantees
I mean AEM, UMS and Frencken should see the same pattern.
Trainner ( Date: 01-Jun-2026 16:11) Posted:
Understood, thanks.
can you help do the same for Frencken?
I believe AEM, UMS should see the same pattern.
thanks.
JurongW ( Date: 01-Jun-2026 15:41) Posted:
Yes, but remember TA is about identifying patterns and probabilites, not certainties.
Any views regarding this chart is welcom |
|
|
|
Understood, thanks.
can you help do the same for Frencken?
I believe AEM, UMS should see the same pattern.
thanks.
JurongW ( Date: 01-Jun-2026 15:41) Posted:
Yes, but remember TA is about identifying patterns and probabilites, not certainties.
Any views regarding this chart is welcome
Trainner ( Date: 01-Jun-2026 15:38) Posted:
| Is the chart projecting $4.30 |
|
|
|
Yes, but remember TA is about identifying patterns and probabilites, not certainties.
Any views regarding this chart is welcome
Trainner ( Date: 01-Jun-2026 15:38) Posted:
Is the chart projecting $4.30?
JurongW ( Date: 01-Jun-2026 15:31) Posted:
|
|
|
Is the chart projecting $4.30?
JurongW ( Date: 01-Jun-2026 15:31) Posted:
|
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.
___________________________________________________________________________
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."
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.
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.
