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Applied Materials (AMAT)
US-China trade war
Huawei suppliers face effort by US lawmakers to block chip gear
Huawei has been building secretive chip plant network in China, as US has struggled to get allies on board with more China curbs.
October 17, 2024
Semiconductor
Semiconductor cycle: Going up or down?
The AI theme has taken global stock markets by storm, but for locally listed semiconductor stocks, things are still fuzzy for now.
June 20, 2024
Broker's Calls
UOBKH raises TP for UMS Holdings to $1.85, 19% more than previously ahead of full year results
Analyst John Cheong expects UMS’s performance in the coming months to be supported by “sanguine guidance” of major semicon firms.
February 20, 2024
Sector Focus
Chip recovery to help manufacturing turn corner in 2024
Singapore's semiconductor segment has already seen a bottoming and is staging a return in the coming year.
December 20, 2023
Tech
Applied Materials' sales shortfall linked to cyberattack at MKS Instruments
AMAT said a breach at one of its suppliers would shave US$250 million ($333.8 million) from second-quarter sales.
February 17, 2023
Tech
Applied Materials to build new $600 mil facility in Singapore by 2024
The facility is expected to open its doors by 2024.
December 22, 2022
Tech
Applied Materials cuts forecast, blaming China export curbs
The company estimates that the new export regulations will reduce sales by about US$400 million ($574.69 million) in the 4Q.
October 13, 2022
Broker's Calls
DBS optimistic on UMS as semicon upswing continues
DBS is optimistic that UMS Holdings will benefit from the semicon upswing, raising its TP to $1.83 from $1.57
May 11, 2021
Broker's Calls
KGI sees further upside for UMS Holdings on semiconductor prospects
KGI is maintaining ‘outperform’ on UMS with higherTP of $1.40 from $1.22 previously.
March 19, 2021
Semiconductor
PhillipCapital identifies Intel, TSMC, Applied Materials and Lam Research as beneficiaries on production ramp-ups
PhillipCapital says it remains positive on the semiconductor sector’s long-term outlook.
March 04, 2021