AWX AEM SGD

Institutions: USA's tariff measures may cause the Semiconductors Industry to fall into a downturn.

An Analyst from Morningstar stated in a Research Report that tariffs in the USA and potential retaliatory tariffs may increase chip prices, weaken demand, and lead to a downturn in the Semiconductors Industry.

Gelonghui FinanceMar 19 11:55

5 Singapore Technology Stocks You Can Consider for Your Growth Portfolio

The Smart InvestorMar 19 07:30

Express News | The FTSE Singapore Straits Index opened down 0.25%, AEM SGD and Wee Hur fell over 2%, Sembcorp Ind and CapitaLand Investment dropped over 1%, while Genting Sing rose nearly 1%.

BreakingsMar 7 09:02

AEM Holdings (SGX:AWX) Is Posting Promising Earnings But The Good News Doesn't Stop There

Simply Wall StMar 7 06:09

Trump threatened to abolish the chip law: they took the money but did not spend it, it is better to use it to pay off debt.

Trump stated yesterday that USA lawmakers should abolish the Chips Act, which provides $52.7 billion in subsidies for Semiconductor manufacturing and production, and that this money should be used to pay off debt. Some officials expressed concerns and criticisms regarding Trump's remarks.

wallstreetcnMar 5 15:42

Major upheaval in the chip industry! Trump calls for the repeal of the CHIPS Act and the cancellation of funding to reduce the deficit.

The new Trump administration has begun reviewing projects authorized under the Chips Act and has laid off about one-third of the staff responsible for the $39 billion manufacturing incentives office associated with the Chips Act.

cls.cnMar 5 13:45

Express News | Trump stated that the USA should abolish the Biden administration's chip legislation. No funds from this chip legislation will be provided to chip manufacturers.

BreakingsMar 5 11:04

CINNO Research: In 2024, the top 10 Global Semiconductor Equipment manufacturers' Semiconductor revenue Business is expected to grow by about 10% year-on-year.

According to the latest Global Semiconductors Equipment Industry Research Report released by CINNO IC Research, in 2024, the total revenue of the top 10 Global Semiconductors equipment companies will exceed 110 billion dollars, with a year-on-year growth of approximately 10%.

Zhitong FinanceMar 4 13:44

AEM Holdings Awards Shares Pursuant to Restricted, Performance Share Plans

MT NewswiresMar 4 11:26

5 billion Singapore dollars! Singapore has made a big move to fully boost the stock market.

Recently, the Monetary Authority of Singapore's Securities Market Review Committee (referred to as the "Review Committee") announced a series of measures to improve the development of Capital Markets, addressing issues such as the insufficient number of publicly listed companies, limited fundraising activities, and inadequate liquidity in the Capital Markets.

Securities TimesMar 3 18:49

AEM's Valuations Remain High as It Diversifies Customers -- Market Talk

WSJMar 3 11:43

Express News | The FTSE Singapore Straits Index opened down 0.55%, with Olam Group dropping over 11%.

BreakingsFeb 28 09:03

AEM SGD: Financial Statements and Related Announcement-Full Yearly Results

SGXFeb 27 20:53 · Announcements

This analysis of the future AI competitive landscape has even drawn applause from Musk? Understand it in one article.

① Gavin Baker, a TMT investor from the USA, believes that the transformation of the AI industry is accelerating, and in the future, it will be data-centric. Frontline models that cannot obtain unique data will rapidly depreciate. ② Musk commented on this, saying: "Well analyzed."

cls.cnFeb 24 10:45

Threat or opportunity? What is the impact of DeepSeek's rise on the Global AI Chip Industry?

① The release of the DeepSeek open-source R1 model has delivered a "critical hit" to NVIDIA's Market Cap while also presenting opportunities for smaller companies. ② The CEO of AI Chip manufacturer Cerebras stated that developers are keen to replace expensive closed models with R1. ③ Additionally, industry insiders believe that DeepSeek will increase the adoption of new inference chip technologies, as smaller companies see expansion opportunities in the inference field.

cls.cnFeb 7 18:40

The chip that achieved the miracle of DeepSeek sounds the alarm for NVIDIA!

In the past two weeks, DeepSeek has become a Global hotspot. Especially in the Western world, this generative AI system from China has sparked widespread discussion.

Observation of the Semiconductors IndustryFeb 3 15:52

The USA has launched a National Security investigation against DeepSeek! Alibaba suddenly releases a major move, and the domestic large model has another heavy impact.

On the first day of the Lunar New Year, Alibaba launched the first big model of the New Year.

Securities TimesJan 29 18:06

OpenAI IAT Automobile Technology evaluates DeepSeek: will adhere to the current research path, computing power remains crucial.

Altman stated that IAT Automobile Technology will release better models and emphasized that more computing power is essential to achieving its mission.

cls.cnJan 28 15:57

Did DeepSeek sink the "Stargate"?

Investors have always been cautious about AI companies claiming to need huge amounts of funding to train models, especially in the absence of short-term profit plans. The sudden popularity of DeepSeek seems to confirm this concern.

wallstreetcnJan 28 15:28

The invention of the steam engine reduced the use of Coal? Wall Street is hotly discussing the rise of DeepSeek, is now the time to buy in?

Some analysts suggest that the rise of DeepSeek may have an "extinction-level" impact on other startups building AI models, but Bernstein Analysts believe that the development of DeepSeek does not indicate the "end of AI infrastructure."

wallstreetcnJan 28 14:54