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Don?t think will fall back below $10 anymore
Now should be tp to $20
Since AEM recovered $10 , ums should recover back to $3 and move towards kayhian tp of $4
Now should be tp to $20
Since AEM recovered $10 , ums should recover back to $3 and move towards kayhian tp of $4
I missed AEM.... 😢
I am not going to miss UMS and Frencken....
I am not going to miss UMS and Frencken....
aragosta ( Date: 23-May-2026 16:24) Posted:
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Went to at the mafia chief' s office for a meeting last night.... he was not in the room when I arrived..... so I managed to peek into his computer which was on, saw this, quickly copied what was on the screen, but didn' t managed to copy the rest.....still, what I read was enthralling useful, with very far foresight..... don' t know he left it purposely for me to see..... so, I thought I share it with you guys, need to delete it later, in case it was not meant for public consumption..
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The Coiled Spring: Why a Strategic NASDAQ Listing Could Ignite AEM&rsquo s Next Massive Valuation Surge
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The Coiled Spring: Why a Strategic NASDAQ Listing Could Ignite AEM&rsquo s Next Massive Valuation Surge
Market indications strongly suggest that a NASDAQ dual-listing for AEM Holdings is moving from a long-term possibility to an imminent strategic reality (a bit cheemp, but basically it means it could happen sooner than later.... like akan datang). Driven by aggressive U.S. facility expansions to meet skyrocketing AI chip-testing demand, the company is actively positioning itself to scale without diluting the rewards of long-term shareholders.
By leveraging its exceptionally tight share structure and deep ties to Singapore' s national AI agenda, AEM is primed for a structural re-rating that could send its valuation into a new orbit.
1. The Core Catalyst: Capital Expansion Without Profit Dilution
AEM faces skyrocketing global demand for its System Level Testing (SLT) platforms, requiring rapid facility expansion in the United States. Funding this growth organically would require dipping heavily into earnings, which threatens dividend payouts and penalizes loyal shareholders. Instead, management is exploring alternative capital routes:
a) Strategic Private Placements: Rather than diluting retail capital, AEM can issue targeted blocks of shares to high-profile, high-value investors. This injects massive capital while securing powerful corporate allies.
b) The Blueprint: This strategy is already in motion. AEM recently completed a S$12 million private placement with Taiwan' s ASE Technology (the world' s largest OSAT provider) at S$3.591 per share, establishing a clear precedent for high-value institutional backing.
a) Strategic Private Placements: Rather than diluting retail capital, AEM can issue targeted blocks of shares to high-profile, high-value investors. This injects massive capital while securing powerful corporate allies.
b) The Blueprint: This strategy is already in motion. AEM recently completed a S$12 million private placement with Taiwan' s ASE Technology (the world' s largest OSAT provider) at S$3.591 per share, establishing a clear precedent for high-value institutional backing.
2. The Temasek Factor and Singapore' s Strategic AI Agenda
As the Singapore government increasingly views semiconductor sovereignty and AI infrastructure as critical national security priorities, state investor Temasek Holdings is positioned to play a deeper role.
a) Increased Stake: Anticipation is building that Temasek may increase its current anchor stake in AEM through structured placements.
b) Sovereign Influence: A larger stake allows the state to maintain indirect influence over a critical link in the global AI supply chain, ensuring AEM remains anchored to Singapore' s economic roadmap even as it expands aggressively in the West.
a) Increased Stake: Anticipation is building that Temasek may increase its current anchor stake in AEM through structured placements.
b) Sovereign Influence: A larger stake allows the state to maintain indirect influence over a critical link in the global AI supply chain, ensuring AEM remains anchored to Singapore' s economic roadmap even as it expands aggressively in the West.
3. The Supply Tightness: AEM' s Built-In Valuation Engine
One of AEM' s most powerful investment characteristics is its remarkably small share structure.
a) AEM has only around 320 million shares outstanding ~ an incredibly low volume for a global technology leader of its scale.
b) The Coiled Spring Effect: As long-term investors increasingly hoard the stock to reap future rewards, the available circulating float dries up. This extreme scarcity means that even a minor influx of institutional buying force compels buyers to pay rapidly escalating premiums, creating vertical, explosive price action.
c) The Liquidity Solution: A NASDAQ listing elegantly solves this liquidity paradox. It opens up a massive secondary pool of capital, allowing large global funds to trade high volumes without causing destructive, artificial price swings on the local exchange.
a) AEM has only around 320 million shares outstanding ~ an incredibly low volume for a global technology leader of its scale.
b) The Coiled Spring Effect: As long-term investors increasingly hoard the stock to reap future rewards, the available circulating float dries up. This extreme scarcity means that even a minor influx of institutional buying force compels buyers to pay rapidly escalating premiums, creating vertical, explosive price action.
c) The Liquidity Solution: A NASDAQ listing elegantly solves this liquidity paradox. It opens up a massive secondary pool of capital, allowing large global funds to trade high volumes without causing destructive, artificial price swings on the local exchange.
4. Why a NASDAQ Move Unlocks True Global Value
A Wall Street listing is the most logical destination for AEM' s next evolutionary phase, aligning its corporate structure with its operational reality.
a) Proximity to major customers: AEM' s revenue engine has shifted directly toward the U.S. tech ecosystem, driven by a massive, next-generation " fabless" AI giant. Listing on the NASDAQ bridges the geographic gap between AEM and its primary client base.
b) The Valuation Multiplier: Tech stocks on the NASDAQ trade at vastly higher Price-to-Earnings (P/E) and Price-to-Sales (P/S) multiples than those on the SGX. Entering this market instantly eliminates the " Singapore discount," structurally driving up the value of existing SGX shares through global arbitrage.
c) Capital Efficiency: Because U.S. markets command these premium valuations, AEM can raise vastly more expansion capital while issuing significantly fewer total shares, protecting existing Singaporean investors from destructive dilution.
The black market believes if this is successful, could easily add another at least 30% to the valuation.... believe or unbelief , up to you..... but you can see, the gangsters have been phenomenally unbelievable nowadays........__
a) Proximity to major customers: AEM' s revenue engine has shifted directly toward the U.S. tech ecosystem, driven by a massive, next-generation " fabless" AI giant. Listing on the NASDAQ bridges the geographic gap between AEM and its primary client base.
b) The Valuation Multiplier: Tech stocks on the NASDAQ trade at vastly higher Price-to-Earnings (P/E) and Price-to-Sales (P/S) multiples than those on the SGX. Entering this market instantly eliminates the " Singapore discount," structurally driving up the value of existing SGX shares through global arbitrage.
c) Capital Efficiency: Because U.S. markets command these premium valuations, AEM can raise vastly more expansion capital while issuing significantly fewer total shares, protecting existing Singaporean investors from destructive dilution.
The black market believes if this is successful, could easily add another at least 30% to the valuation.... believe or unbelief , up to you..... but you can see, the gangsters have been phenomenally unbelievable nowadays........__
morning hot, afternoon hotter, evening humid like crazy
Sgvale ( Date: 22-May-2026 15:48) Posted:
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Lisa Su on why AMD Invests US$10B in Taiwan
https://english.cw.com.tw/article/article.action?id=4791
AMD Announces Production Ramp of Next-Generation AMD EPYC Processor &ldquo Venice&rdquo on TSMC 2nm Process Technology
https://www.amd.com/en/newsroom/press-releases/2026-5-20-amd-announces-production-ramp-of-next-generation-a.html
AMD begins production ramp of 256-core EPYC Venice &mdash first 2nm HPC chip claims 70% performance leap
https://www.tomshardware.com/tech-industry/semiconductors/amd-begins-production-ramp-of-256-core-epyc-venice-on-tsmcs-2nm-node
Strategic Impact Analysis: AMD' s Taiwan Expansion & AEM Holdings
https://english.cw.com.tw/article/article.action?id=4791
AMD Announces Production Ramp of Next-Generation AMD EPYC Processor &ldquo Venice&rdquo on TSMC 2nm Process Technology
https://www.amd.com/en/newsroom/press-releases/2026-5-20-amd-announces-production-ramp-of-next-generation-a.html
AMD begins production ramp of 256-core EPYC Venice &mdash first 2nm HPC chip claims 70% performance leap
https://www.tomshardware.com/tech-industry/semiconductors/amd-begins-production-ramp-of-256-core-epyc-venice-on-tsmcs-2nm-node
Strategic Impact Analysis: AMD' s Taiwan Expansion & AEM Holdings
AMD' s commitment to invest over US$10 billion in Taiwan' s AI infrastructure ~specifically to ramp its 2-nanometer (2nm) " Venice" CPUs and mid-2026 " Helios" AI platforms ~ acts as a powerful catalyst for AEM Holdings.
Because AMD has transitioned into AEM' s new anchor AI/HPC (High-Performance Computing) customer, this development secures a highly visible, multi-year pipeline of orders for AEM' s advanced testing equipment.
1. The ASE Connection: Converting AMD' s Capital into AEM Orders
AMD CEO Lisa Su specifically stated that a core focus of this investment is expanding advanced packaging capabilities through a collaborative investment with ASE Technology Holding Co.
- The AEM Link: AEM has a deep, formalized strategic partnership with ASE, which includes ASE holding a financial equity stake in AEM. The two companies co-develop next-generation AI and HPC testing solutions.
- The Impact: As AMD pours billions into ASE to scale up complex 2.5D advanced packaging, AEM is positioned as the primary back-end testing provider. AMD' s funding directly scales the exact manufacturing lines that utilize AEM' s equipment.
2. The 2nm Transition: Skyrocketing Testing Complexity
The announcement confirms that AMD' s flagship " Venice" CPU has officially begun its production ramp using TSMC' s cutting-edge 2nm process technology.
- The Testing Challenge: Shrinking transistors to the 2nm level requires packing multiple distinct chip components (chiplets) into a single, highly dense package. This drastically increases the risk of subtle defects and extreme heat generation during operation.
- The AEM Benefit: To ensure these expensive 2nm chips work perfectly, semiconductor makers must adopt System-Level Testing (SLT) with precise thermal management ~ which is AEM' s core technological specialty. AEM captures significantly higher profit margins and revenue per chip because 2nm architectures require the prolonged, sophisticated testing cycles that only AEM' s machines can provide.
3. Key Statements by Lisa Su & Their Relevance to AEM
Two specific quotes from Lisa Su highlight why this development guarantees a durable, high-volume growth runway for AEM:
" This is the time we have to invest because we need to have enough capacity for the next one, two, three years...... As we have seen, the demand keeps going up..."
- Relevance to AEM: Testing equipment manufacturers are highly sensitive to short-term industry cycles. By explicitly projecting a multi-year demand runway, AMD signals to its supply chain that this is not a temporary spike. This gives AEM long-term visibility to manufacture and sell its testing handlers, consumables, and interface components steadily through 2029.
" ......we are asking our partners to ramp faster and we should absolutely share in that investment."
- Relevance to AEM: When a giant like AMD tells its packaging partners (like ASE) to " ramp faster" and co-invests to make it happen, it forces those partners to rapidly purchase and install back-end machinery. For AEM, this statement translates directly into an accelerated timeline for incoming purchase orders to meet AMD' s urgent capacity needs.
A Profound Conclusive Statement
While AEM Holdings is not mentioned by name, this announcement is a major fundamental win for the company. It proves that AMD' s volume requirements are exploding at the exact technological frontier (2nm) and with the exact strategic partner (ASE) where AEM holds its strongest competitive advantages. This effectively reduces AEM' s historic reliance on Intel and solidifies its position in the booming AI accelerator market.
desaw68 ( Date: 21-May-2026 14:55) Posted:
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Morning Up. Afternoon down . Same like yesterday
new high coming... unstoppable tech play
$10 is coming.... tech stocks are rising back higher
This blog is one of the better ones ~ far better than those self-righteous guys, like that " wealth builder" fellow.
One golden rule: never regret selling a stock, even if it keeps climbing (like If I had held onto iFast until the very end, I would have made another $250k! But no regrets)....I wasn' t joking when I advised those other guys to stay away after they sold .... You have the fella who bragged that he would sell the moment it crossed $3.00 because he never believed it would keep climbing then there is the mercenary who bought at $2.98 and announced " loud loud" that he sold at $3.38. And then, the guy who claimed to be highly satisfied selling at $8.00 after making four times his money.......
My advice to them? Stay away unless you want to buy back in at a much higher price. The days of " cha-cha-ing" are over. You might get lucky once in a while, but the days of selling at your high and buying back lower are gone ~ unless you don' t mind taking on the unnecessary risks that now come with it.
And if you sold, and find hard of returning, I also advised, stay away from this counter, or anywhere that reminds you of AEM, because the pain of missing out could be excruciating. The growth stories and positive developments will keep rolling in, and there will be plenty to tell. In fact, I got one here....Heard, heard only, ah! Word is that the company is thinking of giving an interim in view of its good fortune. However, the black market people are trying to discourage it. Why? Because there are already enough positive developments brewing behind the scenes that have yet to be announced. (Remember I told you, one tokkong business related to come!)...... And It is a given that the 1H results are going to be exciting. And a lot of financial bloggers and analysts haven' t even factored that in yet. Leave it (the interim rewards) till the FY year-end for an eye-popping reward that will drive the share price into the stratosphere.
Now, it' s kopi time. Time to relax and let the price do its thing. Huat ah!
i also going to post less, unless there' s game changing moments, and there' s interest of course.....
https://www.theedgesingapore.com/news/tech/amd-commits-more-us10-bil-taiwan-ai-investments
(May 21): Advanced Micro Devices Inc, the leading challenger to Nvidia Corp in AI computing chips, pledged to invest more than US$10 billion ($12.8 billion) in Taiwan to expand partnerships and add packaging capacity.
The company is working with partners including ASE Technology Holding Co, Powertech Technology Inc, Sanmina Corp and Inventec Corp to bolster its capabilities in the region, it said Thursday in a statement.
AMD is among chipmakers increasing their presence in Taiwan, a crucial technology and manufacturing hub for the global semiconductor industry, seeking to boost capacity as artificial intelligence demand rises. Though Nvidia remains the dominant provider of AI processors, data centre customers are increasingly seeking alternatives &mdash a trend that has helped AMD.
&ldquo As AI adoption accelerates, our global customers are rapidly scaling AI infrastructure to meet growing compute demand,&rdquo chief executive officer Lisa Su said in the statement. She is currently visiting Taiwan and is set to join a fireside chat hosted by a local media outlet on Friday.
(May 21): Advanced Micro Devices Inc, the leading challenger to Nvidia Corp in AI computing chips, pledged to invest more than US$10 billion ($12.8 billion) in Taiwan to expand partnerships and add packaging capacity.
The company is working with partners including ASE Technology Holding Co, Powertech Technology Inc, Sanmina Corp and Inventec Corp to bolster its capabilities in the region, it said Thursday in a statement.
AMD is among chipmakers increasing their presence in Taiwan, a crucial technology and manufacturing hub for the global semiconductor industry, seeking to boost capacity as artificial intelligence demand rises. Though Nvidia remains the dominant provider of AI processors, data centre customers are increasingly seeking alternatives &mdash a trend that has helped AMD.
&ldquo As AI adoption accelerates, our global customers are rapidly scaling AI infrastructure to meet growing compute demand,&rdquo chief executive officer Lisa Su said in the statement. She is currently visiting Taiwan and is set to join a fireside chat hosted by a local media outlet on Friday.
Technical chartist that worship waves
Always say the 3rd leg is the most Tua ki right .....
Always say the 3rd leg is the most Tua ki right .....
Contented but the best is yet to be..
Yes, AEM Holdings is poised to benefit significantly from NVIDIA' s new AI research and testing hub in Singapore, as the lab' s push into complex AI and high-performance computing will significantly increase local demand for AEM' s specialized thermal-managed testing equipment and advanced chiplet tools. This regional AI expansion has triggered a massive wave of bullish sentiment from major brokerages following AEM' s stellar 1Q26 earnings. According to updated broker data, the 12-month consensus target price has jumped to S$13.25. Jefferies leads the street with a high target of S$15.20, followed by CGS International at S$14.79 and UOB Kay Hian at S$12.99, reflecting overwhelming market confidence in AEM' s multi-year AI growth story
In Summary, How and Why AEM Benefits:
> More Complex Testing: AI chips require advanced testing. AEM specializes in this.
> Key Customer Ties: AEM works with major chipmakers linked to NVIDIA.
> Specialized Tech: AEM makes tools that keep hot AI chips cool during tests.
> Local Advantage: Both companies are now expanding AI operations in Singapore.
> AI Growth: More local AI research creates higher demand for AEM' s services.
Nvidia to launch Singapore research hub as city-state boosts AI plans
https://www.cnbc.com/2026/05/20/nvidia-to-launch-singapore-research-hub-as-city-state-boosts-ai-plans.html
Nvidia&rsquo s profit hits US$58.3 billion as AI boom gathers more steam
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/samsung-reaches-11th-hour-deal-union-avoid-potentially-crippling-strike
Nvidia setting test hub in singapore, will aem benefit
the boat now is lighter and can chiong faster
this news was overlooked for the past few days due to global headlines...
Singapore' s April non-oil exports rise 24.5%, higher than expected
The expansion was led by exports of electronics such as integrated circuits, disk media products and PCs on robust AI-related demand.
this news was overlooked for the past few days due to global headlines...
Singapore' s April non-oil exports rise 24.5%, higher than expected
The expansion was led by exports of electronics such as integrated circuits, disk media products and PCs on robust AI-related demand.
10 today?
aragosta ( Date: 21-May-2026 01:49) Posted:
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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
Just to be clear, Chok Yean Hung' s shareholding hardly moved a needle, since 14 May till today 20 May, which those mercenary haters and detractors were making a big hoo-ha yesterday...... I would not say Chok (or any directors) will not sell their shares again, but there' s always an incentive for him and all the insiders to help make sure price remains high for them to sell as some of their holdings are pretty big......Besides, if your Company fundamentals are super good why worried so much?....... look at ex DBS chief Gupta, every time he sold, price went up even higher after a short while..... In fact, if he had sold TODAY, he would have pocketed another $30 million more!...... even if he' s god, he can' t see that far.......
As for Chok Yean Hung, this is what I learned from my mafia' s accountant AS OF TODAY:
(1) As at 14 May Chok has 1,102,044 shares. After disposing 700,000 shares, he then was left with 402,044 shares as shown here
https://links.sgx.com/FileOpen/_Form%201-ChokYH.ashx?App=Announcement& FileID=889209
(2) On 14 May, AEM' s price done was around $9.434 which explained $6,604,095.00 was received and reported in SGX filing
(3) On 20 May, he exercised 676,000 shares @$1.14 per share, so plus his remaining shares of 402,044, he now has 1,078,044 which is stated here https://links.sgx.com/FileOpen/_Form%201-ChokYH.ashx?App
Based on SGX filings, Chok sold 700,000 shares on 14 May, reducing his holding to 402,044 shares, and subsequently exercised options for 676,000 shares on 20 May, resulting in a final total of 1,078,044 shares This strategy allowed him to generate over S$5.8 million in net cash proceeds while maintaining his overall equity position in AEM Holdings.
is it the same share (700k) which he sold recently which was annouced on SGX on 18-5-2026 . Really shiok to the sky . Can buy RR and Lambo .