Applied Materials

Investing ideas

Position ahead of the tech recovery with UMS, Grand Venture Tech and Venture Corp, says DBS

"We can look to position ahead of the anticipated recovery"

Semiconductor

Applied Materials gives bullish forecast in face of slowdown

"Demand is still exceeding supply by a fair amount. We’re mindful of the macro headwinds."
Taiwan and China’s quest to catch up on chips - THE EDGE SINGAPORE

Semiconductor

Taiwan and China’s quest to catch up on chips

China believes it needs to catch up with the US fast or it could forever be relegated to second-tier superpower status like Russia

Tech

The chips are down but not for long

“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.

Broker's Calls

UMS’ strong bonds with Applied Materials is biggest selling point

SINGAPORE (Sept 15): Maybank Kim Eng likes UMS Holdings, the high precision components manufacturer, given the group’s strong ties with lead semi-conductor equipment maker Applied Materials.

Broker's Calls

UMS’ contract with Applied Materials is up for renewal soon. Should shareholders worry?

SINGAPORE (Nov 15): DBS Group Research is maintaining its “hold” recommendation on UMS Holdings as the group awaits the renewal of its Endura contract with Applied Materials which expires in Jan.
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