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https://growbeansprout.com/innotek-chairman-neal-chandaria
InnoTek makes parts most people will never see, for products that are reshaping the world. As the Singapore-listed precision manufacturer navigates a difficult FY2025&mdash EV turbulence, tariff headwinds, shrinking margins&mdash its non-executive chairman Neal Chandaria believes the company is better positioned than the numbers suggest.
kopi-C with InnoTek Chairman: The Singapore company powering the AI hardware boom
By Julian Wong &bull 18 Mar 2026InnoTek makes parts most people will never see, for products that are reshaping the world. As the Singapore-listed precision manufacturer navigates a difficult FY2025&mdash EV turbulence, tariff headwinds, shrinking margins&mdash its non-executive chairman Neal Chandaria believes the company is better positioned than the numbers suggest.
Lai liao.
Time for InnoTek to move towards recent high in line with peers.
AEM, UMS, Frencken already all at near recent Highs.
Hopefully Innotek can provide further update on the mass production.
" In October 2025, the Group announced that it had been approved as a recommended vendor for NVIDIA Corporation and IEIT Systems Co., Ltd, strengthening its reputation as a reliable precision machining and precision metal components manufacturer for the AI industry.
Mass production for components commenced in December 2025, with manufacturing volume expected to increase in FY2026 alongside demand. Building upon this foundation, the Group has been proactively delivering prototypes to NVIDIA to support future server models, and is also in active discussions with other customers for similar GPU server-related projects."
AEM, UMS, Frencken already all at near recent Highs.
Hopefully Innotek can provide further update on the mass production.
" In October 2025, the Group announced that it had been approved as a recommended vendor for NVIDIA Corporation and IEIT Systems Co., Ltd, strengthening its reputation as a reliable precision machining and precision metal components manufacturer for the AI industry.
Mass production for components commenced in December 2025, with manufacturing volume expected to increase in FY2026 alongside demand. Building upon this foundation, the Group has been proactively delivering prototypes to NVIDIA to support future server models, and is also in active discussions with other customers for similar GPU server-related projects."
Good run up today.
superstartup ( Date: 17-Mar-2026 09:46) Posted:
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Today Asks been lined up, unlike past few trading sessions.
superstartup ( Date: 12-Mar-2026 15:23) Posted:
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Guess u mean break out - share price to movely strongly above resistance
Break up more suitable for relationship ending.
Break up more suitable for relationship ending.
PQTPQK ( Date: 12-Mar-2026 16:00) Posted:
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hope will break up soon ...
superstartup ( Date: 12-Mar-2026 15:23) Posted:
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Few days collection liao.
hope to go back 0.70 soon ..
PQTPQK ( Date: 11-Mar-2026 13:46) Posted:
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should move up soon....
superstartup ( Date: 11-Mar-2026 11:51) Posted:
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Remind me of DBS initial unrated report for Nam Cheong (where no other brokerage houses cover it).
Hopefully overe here, DBS know more about Innotek Ops than the general public.
Hopefully overe here, DBS know more about Innotek Ops than the general public.
superstartup ( Date: 09-Mar-2026 14:17) Posted:
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Mass production commenced in Dec 25. (Not trial production).
superstartup ( Date: 11-Mar-2026 10:01) Posted:
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Test of patience over here.
But when it moves, it is fast and furious for Innotek.
But when it moves, it is fast and furious for Innotek.
should move up soon ....
superstartup ( Date: 11-Mar-2026 10:01) Posted:
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To recap:
" In October 2025, the Group announced that it had been approved as a recommended vendor for NVIDIA Corporation and IEIT Systems Co., Ltd, strengthening its reputation as a reliable precision machining and precision metal components manufacturer for the AI industry.
Mass production for components commenced in December 2025, with manufacturing volume expected to increase in FY2026 alongside demand. Building upon this foundation, the Group has been proactively delivering prototypes to NVIDIA to support future server models, and is also in active discussions with other customers for similar GPU server-related projects."
( as usual, please peform your own DD )
" In October 2025, the Group announced that it had been approved as a recommended vendor for NVIDIA Corporation and IEIT Systems Co., Ltd, strengthening its reputation as a reliable precision machining and precision metal components manufacturer for the AI industry.
Mass production for components commenced in December 2025, with manufacturing volume expected to increase in FY2026 alongside demand. Building upon this foundation, the Group has been proactively delivering prototypes to NVIDIA to support future server models, and is also in active discussions with other customers for similar GPU server-related projects."
( as usual, please peform your own DD )
superstartup ( Date: 09-Mar-2026 14:17) Posted:
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Slowly collect.
Safe base over here.
Safe base over here.
Latest report...
superstartup ( Date: 09-Mar-2026 14:17) Posted:
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From DBS - 09 Mar 2026
InnoTek Limited
Scaling into the AI hardware value chain
- AI server exposure supports structural re-rating beyond traditional precision engineering
- ASEAN expansion reduced geopolitical risk and positions the group to capture China+1 demand
- Industry outlook remains bifurcated, with cyclical weakness in traditional segments mitigated by secular growth in AI
- Fair value estimate of SGD0.88, based on 21x FY27F earnings
One problem with most SGX companies - so little forward guidance. Managements want to play safe and don' t get called on making forecasts that they may subsequently fail to achieve. It' s the flip side of the coin that they don' t care as much about their share price as they should.