Aem holdings has progressed quite positively for the past 6 months despite profits being lesser compare to last year for 9M. Since Q3 result was announced, the share price has risen and it reflected the positive sentiment in market. Let’s recap what events had happened for past months. Firstly, Temasek holdings has become their substantial shareholder with a director on board.Having a reputable sovereign wealth fund as a shareholder strengthens the reputation of AEM holdings and therefore improve their chance of getting more sales from new customers as it gives them a vote of confidence. It was announced that they have just got a new customer. Getting sales from a new memory customer was a breakthrough. It probably tells us
Aem looks like doing well in the next few years. My thoughts are that electronic sectors are in a booming period, especially with digitalization across all electronic industries, electric vehicles boom, data center, 5G, industry automation 4.0, mobile, e-commerce, and computing.whether you like it or not, seems like our life cannot escape from electronics. This will only keep increasing in my opinion. Especially in some industry such as automotive ans medical whereby safety is always a concern, inspection check is a critical process and is a must to check failures before sending them to the market, this will greatly enhance the needs to inspect and verify the chips comprehensively. In short, it means manufacturing c