Post Reply
381-400 of 411
Wow, got interest, okay lah.... I shall post a little more.... this one on Venture..... if you have trust, or hope or wish it could go over twenty, then read on....... if not shut this thread and move on, otherwise you will find this post boring, because we are talking about a very boring stock.... but one speculation (not new, but resurfacing again), is, that it is seriously considering a share split, or a bonus share, if you like..... this rethinking is inspired by the rocketing DBS price since its bonus share issue.... besides, the liquidity currently is super low, in fact the number of issue shares is low too...... resulting in low interest, thus not able to add value to shareholders interests......
Venturing into a $20 share price territory with the help of a AI-driven boom
In 2026, Venture Corporation has emerged as a primary beneficiary of the global AI boom, which is currently defined by record-breaking investments in technology infrastructure. As the market enters a " second wave" focused on transitioning from experimentation to large-scale physical implementation, Venture has solidified its role as a critical downstream partner in the AI value chain
Rather than producing chips or software, Venture acts as an essential infrastructure builder, providing high-end manufacturing for the hardware that powers artificial intelligence. Its strategic importance as an " AI stock" stems from its capacity to build the advanced semiconductor equipment and hardware necessary for hyperscale data centers, effectively providing the physical foundation for the global AI ecosystem.
Rather than producing chips or software, Venture acts as an essential infrastructure builder, providing high-end manufacturing for the hardware that powers artificial intelligence. Its strategic importance as an " AI stock" stems from its capacity to build the advanced semiconductor equipment and hardware necessary for hyperscale data centers, effectively providing the physical foundation for the global AI ecosystem.
1. Relevance to the AI Boom: How Venture Benefits
Venture is not a " chip maker" (like Nvidia), but rather a critical " infrastructure builder."
- Data Center Hardware: AI requires massive data centers. Venture manufactures the high-speed networking equipment and " interconnects" that allow these AI servers to talk to each other at lightning speeds.
- The " Picks and Shovels" Strategy: During a gold rush, the shovel sellers often make the most consistent money. Venture provides the " shovels" &mdash the complex testing tools and optical hardware&mdash needed to build and maintain the AI ecosystem.
- New Revenue Streams: Starting in the second half of 2026, Venture is expected to see a significant revenue " ramp up" from new contracts specifically tied to hyperscale data centers and life science AI applications.
2. The " Niche" : What Rivals Cannot Match
- Extreme Accuracy: They can place tiny parts with incredible precision (thinner than a human hair). Most other factories cannot do this consistently.
- Unique Focus: Venture is great at making a mix of complex products in smaller amounts. Rivals like Foxconn make millions of identical items (like iPhones), while Venture focuses on thousands of complex machines.
- Advanced Tech: They use light instead of electricity to move data (Optoelectronics) and use special soldering techniques. These hard-to-do technologies are essential for the ultra-fast speeds AI needs.
3. Indispensability: Why Clients Never Leave
Venture is more than a factory they are a co-designer. This creates a " moat" that makes them indispensable to their clients.
- Deep Integration: Over 50% of Venture' s revenue comes from products they helped design. Once Venture co-designs a product, it is extremely difficult and expensive for a client to move to a competitor.
- Quality over Quantity: Venture' s profit margins are roughly 5 times higher (approx. 11%) than the industry average (2%). This is because they handle " mission-critical" products where failure is not an option, allowing them to charge a premium for their expertise.
- Financial Security: With S$1.2 billion in cash and no debt, clients trust Venture will be a reliable partner for many years to come.
vested! great insights
I know the newbies (who often follow blindly, and often the last to enter) are very very lazy to read long analysis, so I cut short and post only the very " why" ones.... the juicy I' ll keep it a bit longer .. soon automatically you will understand why the black market is interested in these..... btw, by now, you should know the gangsters don' t play a fool in posting unbelievable targets....soon you' ll ownself see prices running away from its basic fundamentals, but if you know Buffett' s fundamental thinking " ..,as long as the future growth potential is far greater.....it' s fine with me." .... still, if you want to invest, you got to understand a bit of the background,
How AEM and UMS have established themselves as essential players in the global AI supply chain
How AEM and UMS have established themselves as essential players in the global AI supply chain
In 2026, the AI boom has transitioned to industrial-scale implementation, fueling a $500 billion " capex super cycle" focused on infrastructure like data centers and high-performance chips. Companies providing foundational layers or data-intensive workflows are seeing the most rapid growth.
Crucial to this supply chain are AEM Holdings and UMS Integration Limited, specialized semiconductor suppliers whose integrated solutions for high-performance computing (HPC) make them indispensable. Their high barriers to entry, deep technical integration, and strategic geographic advantages have secured their roles as essential, long-term partners to global semiconductor giants.
2) UMS: Benefits from the massive capital investments made by its top client, Applied Materials (AMAT), to build the specialized machines needed for AI chip fabrication. The rapid adoption of AI is a primary driver for UMS' s projected 2026 earnings growth.
Relevance and Benefit from the AI Boom
Both companies are " second-order" beneficiaries of AI. They do not make AI software, but they provide the essential hardware and testing systems required to build AI chips.
1) AEM: Directly benefits from the surging demand for high-performance AI processors. In 2026, AEM is seeing a " transformative year" as its major AI and High-Performance Computing (HPC) customers ramp up production for next-generation AI accelerators.2) UMS: Benefits from the massive capital investments made by its top client, Applied Materials (AMAT), to build the specialized machines needed for AI chip fabrication. The rapid adoption of AI is a primary driver for UMS' s projected 2026 earnings growth.
Forte and Niche Manufacturing (The " Secret Sauce" Narrative!)
AEM and UMS possess specialized technologies that create high barriers to entry, making it difficult for rivals to displace them.
1) AEM' s Forte: System-Level Testing (SLT).
- The Niche: While traditional testing only checks if a chip works, AEM' d SLT tests chips in a " real-world" software environment.
- The Edge: Its patented PiXL&trade Active Thermal Control can precisely manage the extreme heat generated by powerful AI chips during testing - a capability traditional test equipment lacks.
- The Niche: UMS is one of the few suppliers qualified for over 70 specialized production processes, such as complex chemical cleaning and anodizing for chip-making equipment.
- The Edge: Its " one-stop-shop" model - from precision machining to full system assemble - allows it to act as an " extended factory" for its clients, providing a level of reliability and cost-efficiency that smaller rivals cannot match.
Why Long-Term Clients Remain Loyal
Their value to giants like Intel and Applied Materials goes beyond simple manufacturing it is about deep operational integration.
- Deep R& D Partnership: AEM co-develops its testing systems with its major clients, ensuring the machines are ready exactly when a new chip is launched. This " customer intimacy" makes AEM indispensable for meeting aggressive time-to-market goals.
- Supply Chain Resilience: UMS has strategically expanded its production in Penang, Malaysia, offering a " local-for-local" model that helps global clients bypass trade tensions and tariffs between the US and China.
- Proven Scale: Both firms have decades of experience in high-volume manufacturing, providing the " guarantee of supply" that global tech giants require to avoid costly production delays.
Market Sentiment: As long as the AI " capex super cycle" continues, these stocks are likely to remain favorites for investors seeking exposure to the physical infrastructure of the AI boom.
For reference, Temasek is the largest shareholder of AEM with a 12.46% stake. Bought into the plaement price of $3.8477 (26.8 mlllion shares) in August 2021 and subsequently raised its stake in the open market at higher price. So, it has suffered a substantial loss in its invesment to date.
Worth investing if it can turn more profitable in 2 year' s time.
Worth investing if it can turn more profitable in 2 year' s time.
aragosta ( Date: 11-Jan-2026 14:57) Posted:
|
The gangsters see Venture breaking $25, Ums and AEM breaking $4 within these two years..... unbelievable right?.... only because you think it' s impossible.... and because it looks impossible right now....
But then, once upon a time, it seems impossible for DBS to break $50.... and we were the first to break that mindset ..... all the posts are still here in this forum, you can still read them for fun..... meanwhile....
But then, once upon a time, it seems impossible for DBS to break $50.... and we were the first to break that mindset ..... all the posts are still here in this forum, you can still read them for fun..... meanwhile....
According to
The Business Times and DBS Bank, AEM Holdings, UMS Holdings, and Venture Corporation are positioned to benefit from the AI-driven semiconductor market due to strong fundamentals and phenomenal growth potential. As key players in the semiconductor supply chain, these companies are strategically placed to capitalize on the increasing global and regional demand for AI components and equipment.
Aem main customer is Intel! AI testing not many customers yet! Intel is still not out of the wood! Price may likely Turn weaker. I have sold off my position
Rightstock ( Date: 04-Nov-2025 17:44) Posted:
|
Besides producing test equipment for AI chips used by Intel and maybe Micron, is AEM also developing equipment to test and integate data centres operations to enhance optimal performance and reliability?
aragosta ( Date: 04-Nov-2025 13:33) Posted:
|
I been pestering the mafia people why they recommended me to AEM.... and what' s this Temasek obsession in AI, and their investment link into AEM....
I told them some market people not convinced..... so they got fed up and anyhow come out with this piece and sent to me...... believe or not believe, they not bothered , .....
==========
Temasek' s AI interest align with its investment in AEM Holdings, specifically because AEM' s business is directly tied to the infrastructure supporting the AI revolution. Temasek' s investment in AEM is driven by the following specific aspects, which relate to its broader AI strategy:
(1) Enabling the AI Ecosystem: Temasek is interested in companies that enable the broader AI ecosystem, rather than just the application layer which can be riskier. AEM fits this perfectly as a provider of semiconductor and electronics test solutions for the advanced computing, 5G, and AI markets.
(2) Long-Term Structural Trend: Temasek views AI as a long-term tailwind (a 15-20 year boom) and is positioning its portfolio to benefit from this trend. AEM' s business is poised to grow with the increasing demand for powerful AI chips which require advanced packaging and rigorous testing.
{3) Investing in Next-Generation Capabilities: Temasek provided AEM with S$103.1 million in a private placement to help the company invest in " next-generation testing capabilities " and deepen its R& D efforts. These advanced capabilities, such as AEM' s system-level test solutions and active thermal control technology, are crucial for testing the high-performance, heat-generating chips used in AI applications.
(4) Strong Fundamentals and Market Position: Temasek prefers to invest in fundamentally strong market leaders that can reap the benefits of AI application. AEM is a pioneer in System Level Test (SLT) solutions and is considered a generation ahead of competitors, positioning it well to benefit from the increased complexity of chips driven by AI demand.
(5) Value Creation through Partnerships: Temasek works with its portfolio companies to enhance value. Temasek' s Head of Enterprise Development Group and Strategic Development was nominated to AEM' s board, allowing AEM to tap into his vast industry experience and global connections.
https://www.temasek.com.sg/content/dam/temasek-corporate/news-and-views/resources/reports/ai-meets-materials.pdf
https://govinsider.asia/intl-en/article/how-singapores-temasek-is-investing-in-the-future-with-ai-and-blockchain-chia-song-hwee-temasek
https://www.top1000funds.com/2023/07/temaseks-approach-to-ai-support-portfolio-companies-create-value/
https://www.temasek.com.sg/en/news-and-resources/stories/future/future-now/how-temasek-is-powering-ai-adoption-at-portfolio-companies
https://www.businesstimes.com.sg/companies-markets/temasek-increase-exposure-ai-core-plus-infrastructure
https://www.straitstimes.com/business/companies-markets/temasek-looking-for-opportunities-in-new-areas-like-ai
https://sgwealthbuilder.com/2024/09/20/aem-share-price-in-new-chapter-with-temasek/
https://www.straitstimes.com/business/companies-markets/temasek-nvidia-part-of-group-buying-51-8-billion-ai-data-centre-operator-in-record-breaking-deal
https://links.sgx.com/1.0.0/corporate-announcements/QRWWE74Y8VUZZFIG/81ab68117082929f18d5745e4f128c6c0efe3888a0be075f22c45104f850a6fa#:~:text=Additional%20Details,and%20contribute%20effectively%20to%20AEM.
haha....arigato.
aragosta ( Date: 04-Nov-2025 11:30) Posted:
|
IF Not getting bonus means won' t be there there very soon la........ new team will be in place
Look at Venture, and UMS..... slowly but surely taking offf..... soon will be flying
100% Venture will go over twenty, UMS will hit two by early next year!
AEM will have to follow on the upward trend..... no escape one!
Remember, Temasek wants its four back, and they got the black market' s support.....
And the gangsters don' t waste their time, if no big gain to be made....... one to watch
Look at Venture, and UMS..... slowly but surely taking offf..... soon will be flying
100% Venture will go over twenty, UMS will hit two by early next year!
AEM will have to follow on the upward trend..... no escape one!
Remember, Temasek wants its four back, and they got the black market' s support.....
And the gangsters don' t waste their time, if no big gain to be made....... one to watch
someone' s not getting his/ner bonuses as KPIs not met...
Professor001 ( Date: 02-Nov-2025 07:59) Posted:
|
Relax la... the change will come...... as I said, if the black market is involved, the price will not go to the cleaners....look at the price today, does it look like it' s going to die?....... mind you, there' s a law suit to contend with some more.......
Not only the market,...... the government. Temasek, PM Wong, even Gupta, suddenly took an interest in this company...... why?
The key seems to be about AI, and PM WONG is so obsessed with it .../ and recently he made another speech on it at APEC......Apec members should keep cross-border data flowing to unlock value of AI: PM Wong
=========
I m very confident, something is brewing big..... maybe this is going to be converted into,another GLC? Otherwise where' s government and Temasek gonna invest in AI relevant company?.....we' ll see!
Meanwhile, expect Temasek to fix the mess soon..........big money is involved mah!.......this is what I wrote in my post below .......
" As I said, Temasek holds the key to future of AEM, and there may be hidden agenda planned for them..... According to black market sources, PM Lawrence Wong amd PM Modi, made a special visit to AEM' s facilities late last year, and top executives from Temasek including the man with the Midas touch, Mr Gupta visited the company some time this year..... Is there something the black market knows, we yet to know? Why the sudden great interest in AEM?...... "
Not only the market,...... the government. Temasek, PM Wong, even Gupta, suddenly took an interest in this company...... why?
The key seems to be about AI, and PM WONG is so obsessed with it .../ and recently he made another speech on it at APEC......
Apec members should keep cross-border data flowing to unlock value of AI: PM Wong
https://www.businesstimes.com.sg/international/global/apec-members-should-keep-cross-border-data-flowing-unlock-value-ai-pm-wong
=========I m very confident, something is brewing big..... maybe this is going to be converted into,another GLC? Otherwise where' s government and Temasek gonna invest in AI relevant company?.....we' ll see!
Meanwhile, expect Temasek to fix the mess soon..........big money is involved mah!.......this is what I wrote in my post below .......
" As I said, Temasek holds the key to future of AEM, and there may be hidden agenda planned for them..... According to black market sources, PM Lawrence Wong amd PM Modi, made a special visit to AEM' s facilities late last year, and top executives from Temasek including the man with the Midas touch, Mr Gupta visited the company some time this year..... Is there something the black market knows, we yet to know? Why the sudden great interest in AEM?...... "
Yes, cant be correct all the time...
Read this article on Fu Yu' s CEO...wonder why wasn' t AEM' s former CEO fired too for so commiting so many mistakes.....only god knows...AEM is one stock to stay clear until all the nonsense is cleared up....one fine day they will announce more worms under the carpet and investors go like...what?
Read this article on Fu Yu' s CEO...wonder why wasn' t AEM' s former CEO fired too for so commiting so many mistakes.....only god knows...AEM is one stock to stay clear until all the nonsense is cleared up....one fine day they will announce more worms under the carpet and investors go like...what?
Newly-configured board of Fu Yu Corp fires CEO Seow for ' gross default and misconduct'https://www.theedgesingapore.com/news/company-news/newly-configured-board-fu-yu-corp-fires-ceo-seow-gross-default-and-misconduct |
|
Professor001 ( Date: 02-Nov-2025 07:55) Posted:
|
Talking about AI,, Creative have the IP to most of the 3D sounds and AI companies will be most keen to " eat it " like Nvidia inject AI into Intel .. OpenAI inject AI into AMD .. ,,
Another exanple of ill-timing by TH was its increased stake in Nanofilm at near $4 per share in 2021. Now Nanofilm' s share price is $0.69. This is a 82% share price drop. Ouch!
TH does not get it right all the time. On hindsight, TH' s investment in AEM in 2021 and 2022 was ill-timed. Subsequently, as its share price tanked, TH was smart not to throw good money after the bad for the past 3 years.
The semi-conductor sector is poised for a correction, and I see a pull-back overall. AEM will be affected as well.
The semi-conductor sector is poised for a correction, and I see a pull-back overall. AEM will be affected as well.
With INTC having closed above its end Oct monthly Pivot of 38.77 and Aem failing to follow through above its End October monthly break out point of 2.22, Nov month may see AEM break out above 2.22 instead.
It has to stop la, one way or the other, especially when it becomes a gangsters stock.....note, I started talking when it was under $1.70.... which means what? Means, we must have got in much lower la..... now is $1.90, so we' re well in the money..... but the black market' s people must have gotten some very " useful" info to want to go in inspite of the many challenges ... and the info must be damned good to make it worth their while....... and if they are in, the rule of thumb is that as long as they are in, you won' t see a melt down .... look at the recent times, in spite of the law suit thingy, it is holding pretty well.... let' s see how it goes ..... my guess is , if what the gangsters provided me goes according to plan, you' ll see it bouncing back to above $2.50 easily in the near future and should be hitting three if the Intel news and Nvidia news come true...... as I often said, the black market' s people don' t play a fool when it comes to money...... I believe they also got the " blessings" and acknowledgement from the T people, and maybe they are in it to bring the price to the four dollar target.......
but please hor, this is juz gangsters talk..... dyodddd please.....
but please hor, this is juz gangsters talk..... dyodddd please.....
tongphlp ( Date: 28-Oct-2025 09:32) Posted:
|
There are rumours that AEM has been shipping many test equipment to Intel recently and there is a possibility that their sales may exceed or meet the higher end of their 2H revenue guidance of $170 to $190.
Hope you guys can share more information.
Hope you guys can share more information.
how on earth did he manage to get the job, after stirring up so many troubles with AEM, almost making it a dollar stock
EWING, N.J.--(BUSINESS WIRE)-- Universal Display Corporation (Nasdaq: OLED) (UDC), enabling energy-efficient displays and lighting with its UniversalPHOLED® technology and materials, today announced that Chandran Nair has been appointed Chief Executive Officer of our newly formed subsidiary, which will be headquartered in Singapore and responsible for UDC&rsquo s OVJP operations, effective December 2, 2024.
Mr. Nair brings extensive leadership experience of more than 26 years, together with his established operational expertise in global technology and equipment companies across Asia, Europe and the United States, to lead the next phase for OVJP (organic vapor jet printing). Previously, Mr. Nair was President & Chief Executive Officer at AEM Holdings, a Singaporean multinational technology company. Prior to joining AEM, Mr. Nair was President of the Robotics and Autonomous Systems Business Unit at ST Engineering and before that, he was Managing Director and Vice President of Sales & Marketing for Asia Pacific (APAC) at National Instruments (NI). During his tenure at NI, Mr. Nair was responsible for the successful expansion of its business throughout the APAC region to customers in a variety of major industries. Mr. Nair holds Master&rsquo s degrees in Mathematics from Arizona State University and Bangalore University, and a Bachelor of Science in Physics, Chemistry, Mathematics from Christ College, Bangalore University.
EWING, N.J.--(BUSINESS WIRE)-- Universal Display Corporation (Nasdaq: OLED) (UDC), enabling energy-efficient displays and lighting with its UniversalPHOLED® technology and materials, today announced that Chandran Nair has been appointed Chief Executive Officer of our newly formed subsidiary, which will be headquartered in Singapore and responsible for UDC&rsquo s OVJP operations, effective December 2, 2024.
Mr. Nair brings extensive leadership experience of more than 26 years, together with his established operational expertise in global technology and equipment companies across Asia, Europe and the United States, to lead the next phase for OVJP (organic vapor jet printing). Previously, Mr. Nair was President & Chief Executive Officer at AEM Holdings, a Singaporean multinational technology company. Prior to joining AEM, Mr. Nair was President of the Robotics and Autonomous Systems Business Unit at ST Engineering and before that, he was Managing Director and Vice President of Sales & Marketing for Asia Pacific (APAC) at National Instruments (NI). During his tenure at NI, Mr. Nair was responsible for the successful expansion of its business throughout the APAC region to customers in a variety of major industries. Mr. Nair holds Master&rsquo s degrees in Mathematics from Arizona State University and Bangalore University, and a Bachelor of Science in Physics, Chemistry, Mathematics from Christ College, Bangalore University.
aragosta ( Date: 07-Oct-2025 11:48) Posted:
|