Intel

Intel is still the biggest chip maker but has lost its technology edge to TSMC and Samsung

Demand for server chips was up q-o-q but still down y-o-y, suggesting longer road to recovery

GlobalFoundries is a "star" in Mubadala's portfolio and therefore an asset the Abu Dhabi investment firm is keen to hold on to

Samsung Electronics Co. has reported earnings that beat estimates, and said demand for memory chips is likely to recover in the second half of the year, driven by new smartphones and gaming consoles.

Intel suffers delays on its 7nm and 10nm chips, but analysts remain bullish on other tech stocks.

“Semiconductors serve as the backbone to all things tech. Hence, we remain fairly confident for the industry,” KGI analyst Kenny Tan tells The Edge Singapore.

SINGAPORE (Apr 25): Shares in AEM Holdings are up 10 cents at $1.15 with 32.8 milliion units changing hands as at 3.49pm after management revised FY19 revenue range upwards to between $225 million and $250 million.

SINGAPORE (Apr 4): CIMB is keeping AEM Holdings at “add” saying its recent share price decline is a buying opportunity for new investors.

SINGAPORE (Sept 12): Lim & Tan Securities is recommending that investors switch from Frasers Centrepoint Limited (FCL) to UOL Group, given the latter’s cheaper price-to-book valuation (PB/V) of 0.78 times.