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which translates to about S$104 per kilowatt-hour of heat load every year.</p><p>Using a data centre with a power load of 20 MW as an example, a 20 per cent reduction in energy consumption translates to 14 gigawatt-hour of electricity savings annually — enough to power 3,200 4-room public housing flats over a year.</p><p>Assuming an electricity tariff rate of S$0.299 per kilowatt-hour, this could mean cost savings of up to S$4 million a year, said representatives of ST Engineering at the launch of the new cooling system on Wednesday.</p><p><a href=\"https://laohu8.com/S/C52.SI\">ComfortDelGro</a>：MAINBOARD-LISTED ComfortDelGro Corporation is acquiring Irish coach operator GoBus for 12 million euros (S$17 million), a move that will catapult it to be the third-largest inter-city coach operator in the country.</p><p>Acquiring through its wholly-owned unit ComfortDelGro Irish Citylink, the Singapore transport behemoth will get a fleet of 31 buses and 3 inter-city coach routes, namely, the Galway-Dublin Express, the Cork-Dublin Express and the Galway-Ballina Express.</p><p>These routes have been experiencing “strong” commuter demand in recent months, with the Cork-Dublin route already operating at pre-pandemic levels, ComfortDelGro said in its regulatory filing on Wednesday.</p><p><a href=\"https://laohu8.com/S/A7RU.SI\">Keppel Infrastructure Trust</a>: Keppel Corporation and Keppel Infrastructure Trust (KIT), on July 13, announced that they will be jointly investing in a European onshore wind energy portfolio.</p><p>The transaction is KIT’s first investment in the renewable energy sector. Meanwhile, the transaction will also mark Keppel Corp’s expansion in the wind energy business.</p><p>Under the joint investment, both Keppel Corp and KIT will be putting in €160 million ($233.6 million) for a 33.33% stake in a joint investment vehicle (FundCo), of which Keppel Corporation will hold an effective stake of 6.0%. KIT will hold an effective stake of around 27.3%. These stakes are held through an 18:82 joint venture between Keppel Renewable Investments Pte. Ltd., a wholly-owned subsidiary of Keppel Corporation and KIT.</p><p>The joint investment will be made alongside Kommunal Landspensjonskasse (KLP) and Meag Munich Ergo Asset Management GmbH (Meag), which will be co-investing in 49% of a portfolio of existing and pipeline onshore wind energy assets across Norway, Sweden and the United Kingdom (projects) sponsored by Fred. Olsen Renewables AS (Foras).</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Stocks To Watch: ST Engineering, ComfortDelGro, Keppel Infrastructure Trust</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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Meanwhile, the transaction will also mark Keppel Corp’s expansion in the wind energy business.</p><p>Under the joint investment, both Keppel Corp and KIT will be putting in €160 million ($233.6 million) for a 33.33% stake in a joint investment vehicle (FundCo), of which Keppel Corporation will hold an effective stake of 6.0%. KIT will hold an effective stake of around 27.3%. These stakes are held through an 18:82 joint venture between Keppel Renewable Investments Pte. Ltd., a wholly-owned subsidiary of Keppel Corporation and KIT.</p><p>The joint investment will be made alongside Kommunal Landspensjonskasse (KLP) and Meag Munich Ergo Asset Management GmbH (Meag), which will be co-investing in 49% of a portfolio of existing and pipeline onshore wind energy assets across Norway, Sweden and the United Kingdom (projects) sponsored by Fred. Olsen Renewables AS (Foras).</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"A7RU.SI":"吉宝基础设施信托","S63.SI":"新科工程","C52.SI":"康福德高企业"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178530446","content_text":"ST Engineering：DEFENCE and engineering group ST Engineering is venturing into the data centre cooling market with the launch of a cooling technology that supposedly helps operators in tropical climates achieve 20 per cent in energy savings, which translates to about S$104 per kilowatt-hour of heat load every year.Using a data centre with a power load of 20 MW as an example, a 20 per cent reduction in energy consumption translates to 14 gigawatt-hour of electricity savings annually — enough to power 3,200 4-room public housing flats over a year.Assuming an electricity tariff rate of S$0.299 per kilowatt-hour, this could mean cost savings of up to S$4 million a year, said representatives of ST Engineering at the launch of the new cooling system on Wednesday.ComfortDelGro：MAINBOARD-LISTED ComfortDelGro Corporation is acquiring Irish coach operator GoBus for 12 million euros (S$17 million), a move that will catapult it to be the third-largest inter-city coach operator in the country.Acquiring through its wholly-owned unit ComfortDelGro Irish Citylink, the Singapore transport behemoth will get a fleet of 31 buses and 3 inter-city coach routes, namely, the Galway-Dublin Express, the Cork-Dublin Express and the Galway-Ballina Express.These routes have been experiencing “strong” commuter demand in recent months, with the Cork-Dublin route already operating at pre-pandemic levels, ComfortDelGro said in its regulatory filing on Wednesday.Keppel Infrastructure Trust: Keppel Corporation and Keppel Infrastructure Trust (KIT), on July 13, announced that they will be jointly investing in a European onshore wind energy portfolio.The transaction is KIT’s first investment in the renewable energy sector. Meanwhile, the transaction will also mark Keppel Corp’s expansion in the wind energy business.Under the joint investment, both Keppel Corp and KIT will be putting in €160 million ($233.6 million) for a 33.33% stake in a joint investment vehicle (FundCo), of which Keppel Corporation will hold an effective stake of 6.0%. KIT will hold an effective stake of around 27.3%. These stakes are held through an 18:82 joint venture between Keppel Renewable Investments Pte. Ltd., a wholly-owned subsidiary of Keppel Corporation and KIT.The joint investment will be made alongside Kommunal Landspensjonskasse (KLP) and Meag Munich Ergo Asset Management GmbH (Meag), which will be co-investing in 49% of a portfolio of existing and pipeline onshore wind energy assets across Norway, Sweden and the United Kingdom (projects) sponsored by Fred. Olsen Renewables AS (Foras).","news_type":1},"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075535928,"gmtCreate":1658221613664,"gmtModify":1676536124197,"author":{"id":"3578642980717739","authorId":"3578642980717739","name":"Yinjia","avatar":"https://community-static.tradeup.com/news/04cee1d83d5c75784c42484aa3b94215","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578642980717739","authorIdStr":"3578642980717739"},"themes":[],"htmlText":"Good luck&nbsp;","listText":"Good luck&nbsp;","text":"Good 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LTD(AWX.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/207297695629512","isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979041026,"gmtCreate":1685341998465,"gmtModify":1685342000610,"author":{"id":"3578642980717739","authorId":"3578642980717739","name":"Yinjia","avatar":"https://community-static.tradeup.com/news/04cee1d83d5c75784c42484aa3b94215","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578642980717739","idStr":"3578642980717739"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$&nbsp;</a>","text":"$AEM HOLDINGS LTD(AWX.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979041026","isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9979052134,"gmtCreate":1685324830729,"gmtModify":1685325558604,"author":{"id":"3578642980717739","authorId":"3578642980717739","name":"Yinjia","avatar":"https://community-static.tradeup.com/news/04cee1d83d5c75784c42484aa3b94215","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578642980717739","idStr":"3578642980717739"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$&nbsp;</a>","text":"$AEM HOLDINGS LTD(AWX.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9979052134","isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075534311,"gmtCreate":1658221925433,"gmtModify":1676536124218,"author":{"id":"3578642980717739","authorId":"3578642980717739","name":"Yinjia","avatar":"https://community-static.tradeup.com/news/04cee1d83d5c75784c42484aa3b94215","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578642980717739","idStr":"3578642980717739"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075534311","repostId":"1148348674","repostType":2,"repost":{"id":"1148348674","pubTimestamp":1658105483,"share":"https://ttm.financial/m/news/1148348674?lang=&edition=fundamental","pubTime":"2022-07-18 08:51","market":"sg","language":"en","title":"Singapore Stocks to Watch: Genting Singapore, SingPost, SIA, Metro","url":"https://stock-news.laohu8.com/highlight/detail?id=1148348674","media":"The Business Times","summary":"THE following companies saw new developments that may affect trading of their securities on Monday (","content":"<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Monday (Jul 18):</p><p>Genting Singapore on Sunday (Jul 17) said it is not aware of nor involved in any ongoing discussions on a potential transaction involving the company. The hospitality company was responding to queries from the Singapore Exchange (SGX) regarding “unusual price movements” in its shares on Friday.</p><p>Singapore Post said it will deliver an operating loss for its post and parcel business for the quarter to June, as a result of the significant increase in costs as well as a lower delivery volume from a major e-commerce customer.</p><p>Singapore Airlines(SIA) carried 1.9 million passengers at a group level in June on a pandemic-high load factor of 85.5 percent, the airline stated in its operating statistics filed to the bourse on Friday (Jul 15).</p><p>The ongoing credit situation in China’s property sector contributed to the S$36.3 million impairment losses taken inMetro Holdings’ financial year ended March 31, 2022, the property group said on Sunday (Jul 17).</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Stocks to Watch: Genting Singapore, SingPost, SIA, Metro</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Stocks to Watch: Genting Singapore, SingPost, SIA, Metro\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-18 08:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businesstimes.com.sg/stocks/stocks-to-watch-genting-singapore-singpost-sia-metro-boustead-projects><strong>The Business Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>THE following companies saw new developments that may affect trading of their securities on Monday (Jul 18):Genting Singapore on Sunday (Jul 17) said it is not aware of nor involved in any ongoing ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/stocks/stocks-to-watch-genting-singapore-singpost-sia-metro-boustead-projects\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"G13.SI":"云顶新加坡","C6L.SI":"新加坡航空公司","S08.SI":"新邮政","M01.SI":"美罗"},"source_url":"https://www.businesstimes.com.sg/stocks/stocks-to-watch-genting-singapore-singpost-sia-metro-boustead-projects","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148348674","content_text":"THE following companies saw new developments that may affect trading of their securities on Monday (Jul 18):Genting Singapore on Sunday (Jul 17) said it is not aware of nor involved in any ongoing discussions on a potential transaction involving the company. The hospitality company was responding to queries from the Singapore Exchange (SGX) regarding “unusual price movements” in its shares on Friday.Singapore Post said it will deliver an operating loss for its post and parcel business for the quarter to June, as a result of the significant increase in costs as well as a lower delivery volume from a major e-commerce customer.Singapore Airlines(SIA) carried 1.9 million passengers at a group level in June on a pandemic-high load factor of 85.5 percent, the airline stated in its operating statistics filed to the bourse on Friday (Jul 15).The ongoing credit situation in China’s property sector contributed to the S$36.3 million impairment losses taken inMetro Holdings’ financial year ended March 31, 2022, the property group said on Sunday (Jul 17).","news_type":1},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075535743,"gmtCreate":1658221779582,"gmtModify":1676536124252,"author":{"id":"3578642980717739","authorId":"3578642980717739","name":"Yinjia","avatar":"https://community-static.tradeup.com/news/04cee1d83d5c75784c42484aa3b94215","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578642980717739","idStr":"3578642980717739"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075535743","repostId":"1178530446","repostType":2,"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075535928,"gmtCreate":1658221613664,"gmtModify":1676536124197,"author":{"id":"3578642980717739","authorId":"3578642980717739","name":"Yinjia","avatar":"https://community-static.tradeup.com/news/04cee1d83d5c75784c42484aa3b94215","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578642980717739","idStr":"3578642980717739"},"themes":[],"htmlText":"Good luck&nbsp;","listText":"Good luck&nbsp;","text":"Good luck","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075535928","repostId":"1195746189","repostType":2,"repost":{"id":"1195746189","pubTimestamp":1657763389,"share":"https://ttm.financial/m/news/1195746189?lang=&edition=fundamental","pubTime":"2022-07-14 09:49","market":"sg","language":"en","title":"2022 Semiconductors Mid-Year Review: Can AEM and its Peers Still Grow?","url":"https://stock-news.laohu8.com/highlight/detail?id=1195746189","media":"The Smart Investor","summary":"With disruptions across the semiconductor supply chain, can electronic and semiconductor players sti","content":"<html><head></head><body><p>With disruptions across the semiconductor supply chain, can electronic and semiconductor players still grow their top and bottom lines?</p><p><img src=\"https://static.tigerbbs.com/cc3046d9f374ec102a9720b9da685398\" tg-width=\"800\" tg-height=\"533\" width=\"100%\" height=\"auto\"/></p><p>Time flies, and it’s now halfway through the year.</p><p>We had just concluded the mid-year review of the Singapore banking sector as the lenders grapple with rising interest rates.</p><p>It’s time to turn our attention to the semiconductor industry as it is responsible for powering the devices that we use daily – our cars, computers, smartphones and laptops.</p><p>There is a bunch of companies listed in Singapore that cover the spectrum of semiconductor chips, components and testing services for their clients.</p><p>These include <b>AEM Holdings Ltd</b> (SGX: AWX), <b>UMS Holdings</b> (SGX: 558), <b>Micro-Mechanics (Holdings) Ltd</b> (SGX: 5DD), blue-chip <b>Venture Corporation Limited</b> (SGX: V03), <b>Global Testing Corporation</b> (SGX: AYN), and <b>Frencken Group Limited</b> (SGX: E28).</p><p>Let’s delve into the demand and supply angles to determine if the companies above can still grow.</p><p><b>A dire warning</b></p><p>Earlier this month, major chipmakers sounded a dire warning.</p><p>Both <b>Micron Technology</b> (NASDAQ: MU) and <b>Advanced Micro Devices</b> (NASDAQ: AMD), or AMD, signalled that the two-year global shortage was easing.</p><p>The reason?</p><p>Surging inflation and weaker economic growth are responsible for hitting the brakes on consumer demand and corporate spending.</p><p>In particular, Micro had forecasted a worse-than-expected revenue for its current quarter and remarked that the market had “weakened considerably”.</p><p>AMD highlighted a slowdown in personal computer sales last month after two years of strong growth.</p><p><b>Demand remains resilient</b></p><p>While the two chipmakers’ warnings sound alarming, it’s important to put things in perspective.</p><p>2020 and 2021 saw a big jump in chip orders as huge numbers of people embraced the internet and went online. Numerous businesses were also pushed to digitalise to survive in the wake of the pandemic.</p><p>Companies that benefitted from this surge had it good for two years and are now seeing the effects moderating, leading them to report that sales and demand had “slowed”.</p><p>Coming off a high base, it’s not surprising that companies such as Micron and AMD are sounding an alarm.</p><p>On the flip side,<b>Taiwan Semiconductor Manufacturing Co</b> (TPE: 2330), one of the world’s largest microchip manufacturers, signalled this week that demand is holding up.</p><p>It reported revenue that exceeded analysts’ expectations, while <b>Samsung Electronics</b> (KRX: 005930) announced a better-than-expected 21% year on year jump in revenue.</p><p>To figure out the true picture, let’s take a look at some indicators on the supply side.</p><p><b>Snarled supply chains</b></p><p>In the medical technology (MedTech) sector, there is still an acute semiconductor shortage.</p><p>A survey conducted in April this year revealed that almost 80% of the respondents reported longer lead times for products to arrive, leading hospitals and healthcare institutions to look for alternative sources and products.</p><p>Over at the automotive sector, the shortage of semiconductors plaguing the industry is unlikely to be settled this year, according to the CEO of Mercedes Benz India.</p><p>The situation may only improve in 2023.</p><p>Meanwhile, SEMI, a global association of companies involved in electronics design and the manufacturing supply chain, now believes that the problem is more complex than initially thought.</p><p>While snarled supply chains are responsible for the lack of supply early in the pandemic, it’s now a problem of not having enough chips to manufacture more chips.</p><p>CEO of SEMI, Ajit Monacha, highlighted that the toolmakers for semiconductor fabs need chips themselves to grow capacity to supply chipmakers with the components to manufacture more.</p><p>The Russian-Ukraine conflict is worsening this problem as most of the materials needed come from Ukraine, and it will take months, or even years before new plants are up and running to ease the supply crunch.</p><p><b>Get Smart: A mixed outlook</b></p><p>From the above, it’s clear that demand remains high for microchips and semiconductors due to residual elevated demand from the pandemic.</p><p>However, supply chain problems could interfere with chip manufacturers’ orders, resulting in lower volumes.</p><p>These problems will, in turn, affect the Singapore-listed players that are supplying components or testing solutions to these larger players.</p><p>The good news, though, is that demand remains firm, as highlighted by the World Semiconductor Trade Statistics (WSTS).</p><p>WSTS projects that the global semiconductor market will grow by 8.8% year on year to US$601 billion.</p><p>With demand still high, the companies need to wait for the supply-side issues to sort themselves out.</p><p>It may take some time, but they should all eventually post higher sales and net profits.</p></body></html>","source":"lsy1602567310727","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2022 Semiconductors Mid-Year Review: Can AEM and its Peers Still Grow?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2022 Semiconductors Mid-Year Review: Can AEM and its Peers Still Grow?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-14 09:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/2022-semiconductors-mid-year-review-can-aem-and-its-peers-still-grow/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With disruptions across the semiconductor supply chain, can electronic and semiconductor players still grow their top and bottom lines?Time flies, and it’s now halfway through the year.We had just ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/2022-semiconductors-mid-year-review-can-aem-and-its-peers-still-grow/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"5DD.SI":"微机械","558.SI":"UMS控股","V03.SI":"创业公司","AYN.SI":"寰邦科技","AWX.SI":"永科","E28.SI":"福根集团有限公司"},"source_url":"https://thesmartinvestor.com.sg/2022-semiconductors-mid-year-review-can-aem-and-its-peers-still-grow/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195746189","content_text":"With disruptions across the semiconductor supply chain, can electronic and semiconductor players still grow their top and bottom lines?Time flies, and it’s now halfway through the year.We had just concluded the mid-year review of the Singapore banking sector as the lenders grapple with rising interest rates.It’s time to turn our attention to the semiconductor industry as it is responsible for powering the devices that we use daily – our cars, computers, smartphones and laptops.There is a bunch of companies listed in Singapore that cover the spectrum of semiconductor chips, components and testing services for their clients.These include AEM Holdings Ltd (SGX: AWX), UMS Holdings (SGX: 558), Micro-Mechanics (Holdings) Ltd (SGX: 5DD), blue-chip Venture Corporation Limited (SGX: V03), Global Testing Corporation (SGX: AYN), and Frencken Group Limited (SGX: E28).Let’s delve into the demand and supply angles to determine if the companies above can still grow.A dire warningEarlier this month, major chipmakers sounded a dire warning.Both Micron Technology (NASDAQ: MU) and Advanced Micro Devices (NASDAQ: AMD), or AMD, signalled that the two-year global shortage was easing.The reason?Surging inflation and weaker economic growth are responsible for hitting the brakes on consumer demand and corporate spending.In particular, Micro had forecasted a worse-than-expected revenue for its current quarter and remarked that the market had “weakened considerably”.AMD highlighted a slowdown in personal computer sales last month after two years of strong growth.Demand remains resilientWhile the two chipmakers’ warnings sound alarming, it’s important to put things in perspective.2020 and 2021 saw a big jump in chip orders as huge numbers of people embraced the internet and went online. Numerous businesses were also pushed to digitalise to survive in the wake of the pandemic.Companies that benefitted from this surge had it good for two years and are now seeing the effects moderating, leading them to report that sales and demand had “slowed”.Coming off a high base, it’s not surprising that companies such as Micron and AMD are sounding an alarm.On the flip side,Taiwan Semiconductor Manufacturing Co (TPE: 2330), one of the world’s largest microchip manufacturers, signalled this week that demand is holding up.It reported revenue that exceeded analysts’ expectations, while Samsung Electronics (KRX: 005930) announced a better-than-expected 21% year on year jump in revenue.To figure out the true picture, let’s take a look at some indicators on the supply side.Snarled supply chainsIn the medical technology (MedTech) sector, there is still an acute semiconductor shortage.A survey conducted in April this year revealed that almost 80% of the respondents reported longer lead times for products to arrive, leading hospitals and healthcare institutions to look for alternative sources and products.Over at the automotive sector, the shortage of semiconductors plaguing the industry is unlikely to be settled this year, according to the CEO of Mercedes Benz India.The situation may only improve in 2023.Meanwhile, SEMI, a global association of companies involved in electronics design and the manufacturing supply chain, now believes that the problem is more complex than initially thought.While snarled supply chains are responsible for the lack of supply early in the pandemic, it’s now a problem of not having enough chips to manufacture more chips.CEO of SEMI, Ajit Monacha, highlighted that the toolmakers for semiconductor fabs need chips themselves to grow capacity to supply chipmakers with the components to manufacture more.The Russian-Ukraine conflict is worsening this problem as most of the materials needed come from Ukraine, and it will take months, or even years before new plants are up and running to ease the supply crunch.Get Smart: A mixed outlookFrom the above, it’s clear that demand remains high for microchips and semiconductors due to residual elevated demand from the pandemic.However, supply chain problems could interfere with chip manufacturers’ orders, resulting in lower volumes.These problems will, in turn, affect the Singapore-listed players that are supplying components or testing solutions to these larger players.The good news, though, is that demand remains firm, as highlighted by the World Semiconductor Trade Statistics (WSTS).WSTS projects that the global semiconductor market will grow by 8.8% year on year to US$601 billion.With demand still high, the companies need to wait for the supply-side issues to sort themselves out.It may take some time, but they should all eventually post higher sales and net profits.","news_type":1},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}