Welcome!
semiconductor segment
China Focus
Chip bans impact business with China
The implications of Biden's chip ban go well beyond semiconductors, says Guppy.
October 28, 2022
Broker's Calls
Economists see manufacturing outlook dropping to 3.0% for the full year
RHB's Barnabas Gan has downgraded his manufacturing outlook to 3.0% in 2022 from 4.0% previously.
October 28, 2022
Broker's Calls
Analysts remain 'overweight' on tech manufacturers despite negative outlook in near-term
Semicon shipments growth to enter negative growth territory, predicts DBS.
October 19, 2022
Broker's Calls
DBS downgrades AEM Holdings to 'hold' after key customer Intel plans to reduce headcount
As at 4.26pm, shares in AEM are trading 42 cents lower or 11.44% down at $3.25.
October 13, 2022
Tech
Semiconductor outlook cloudy; upcycle seen only from 2H2023
The semiconductor sector has came down from its highs in 2020 and 2021. But can investors still find opportunities in it?
September 22, 2022
Broker's Calls
SG semicon sector’s trading at a discount to Malaysian counterpart ‘not justified’: CGS-CIMB
Tng's top pick on the SGX is UMS Holdings, but he also includes AEM and GVT in his picks.
August 29, 2022
Tech
Semiconductors: A pawn in power politics?
All chips are equal, but some are more equal than others. Could the chip industry crash, or will some types of chips do better?
August 18, 2022
Broker's Calls
Tech manufacturing sector to improve in 2H22, AEM top pick: CGS-CIMB
CGS-CIMB sees revenue and net profit growth for all the companies under its coverage, but highlights AEM as its top pick.
August 04, 2022
Broker's Calls
DBS and SAC Capital trim target prices on Grand Venture, but maintains ‘buy’ calls
Revenue came in within expectations, but margins for 1QFY2021 were lower than expected.
May 12, 2022
Tech
Auto, wireless and computing to lead semiconductor charge towards US$1 trillion mark: McKinsey
Find out how these three sectors will lead the semicon sector to a US$1 trillion market.
April 13, 2022