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AEM、先進計算顧客向けに実績あるSLTおよびバーンインエコシステム (Burn-In Ecosystem) へのアクセスを拡大
AEM、先進計算顧客向けに実績あるSLTおよびバーンインエコシステム (Burn-In Ecosystem) へのアクセスを拡大 インテル・ファウンドリー (Intel Foundry) との協力により、実績あるSLTおよびバーンインテストエコシステムおよびテストエンジニアリングへのアクセスが可能となり、ファブレス顧客の市場投入時間を短縮 シンガポール発, May 20, 2025 (GLOBE NEWSWIRE) -- (SGX: AWX、Reuters: AEM.SI、Bloomberg: AEM:SP) は本日、と協力し、先進計算デバイス向けに特化した実績あるシステムレベルテスト (SLT) およびバーンイン機能へのアクセスを、インテル・ファウンドリーの顧客基盤に拡大することを発表した。 長年にわたる協力関係を基盤に、AEMとインテル・ファウンドリーは、最も広範かつ成熟したSLTおよびバーンインエコシステムの一つを構築してきた。 特に高性能計算 (HPC) や人工知能 (AI) アプリケーションにおいて、チップの複雑さが増す中、テストカバレッジを確保しつつ、テスト全体のコストを削減するために、バーンインおよびSLTテストソリューションの必要性はこれまで以上に重要となっている。 バーンインおよびSLTテストは、先進パッケージ組立プロセスの後に実施され、実環境での...
AEM, 첨단 컴퓨팅 고객사 위해 생산 단계에서 검증 마친 SLT 및 번인 생태계 접근성 확대
AEM, 첨단 컴퓨팅 고객사 위해 생산 단계에서 검증 마친 SLT 및 번인 생태계 접근성 확대 Intel Foundry와 협업해 검증된 SLT 및 번인 테스트 생태계와 테스트 엔지니어링 개방 확대, 팹리스 고객사들에게 출시 기간 단축 등 이점 제공 싱가포르, May 20, 2025 (GLOBE NEWSWIRE) -- (SGX: AWX, 로이터: AEM.SI, 블룸버그: AEM:SP)가 와 협업해 첨단 컴퓨팅 장비 맞춤으로 설계된 기존의 시스템 레벨 테스트(SLT) 및 번인(Burn-In) 기능에 대한 접근을 Intel Foundry 고객 기반으로 확장한다. 수십 년간 협력 관계를 이어온 AEM과 Intel Foundry는 최고 수준으로 포괄적이고 안정적인 SLT 및 번인 생태계를 개발해왔다. 칩이 갈수록 복잡해지면서 고성능 컴퓨팅(HPC)과 인공지능(AI) 애플리케이션 분야에서 테스트 커버리지를 보장하고 총 테스트 비용을 절감해주는 번인 및 SLT 테스트 솔루션의 필요성이 어느 때보다 중요해지고 있다. 첨단 패키지 조립 공정 후에 실시되는 번인 및 SLT 테스트는 칩이 실제 환경에서 신뢰성과 성능 기준을 충족하는가를 확인한다. 이는 현장에서 발...
AEM เพิ่มโอกาสให้ลูกค้าในกลุ่มการประมวลผลขั้นสูงสามารถเข้าถึงระบบนิเวศ...
AEM เพิ่มโอกาสให้ลูกค้าในกลุ่มการประมวลผลขั้นสูงสามารถเข้าถึงระบบนิเวศ SLT และ Burn-In ที่ได้รับการพิสูจน์แล้วว่าใช้งานได้จริงในสายการผลิต ความร่วมมือกับ Intel Foundry เปิดโอกาสให้เข้าถึงระบบนิเวศด้านการทดสอบระดับระบบ (SLT) และเบิร์นอิน (Burn-In) ที่ผ่านการพิสูจน์มาแล้ว รวมถึงวิศวกรรมการทดสอบ ซึ่งช่วยให้ลูกค้าโรงงานสามารถปล่อยสินค้าออกสู่ตลาดได้เร็วขึ้น สิงคโปร์, May 20, 2025 (GLOBE NEWSWIRE) -- (SGX: AWX, Reuters: AEM.SI, Bloomberg: AEM:SP) ได้ประกาศความร่วมมือกับ ในวันนี้ เพื่อขยายการเข้าถึงขีดความสามารถด้านการทดสอบระดับระบบ (SLT) และเบิร์นอิน (Burn-In) ที่จัดทำไว้ โดยออกแบบมาเฉพาะส...
AEM Expands Access to Production-Proven SLT and Burn-In Ecosystem for ...
AEM Expands Access to Production-Proven SLT and Burn-In Ecosystem for Advanced Computing Customers Collaboration with Intel Foundry opens access to a proven SLT and Burn-In test ecosystem and test engineering, accelerating time-to-market for fabless customers SINGAPORE, May 20, 2025 (GLOBE NEWSWIRE) -- (SGX: AWX, Reuters: AEM.SI, Bloomberg: AEM:SP) today announced it is working with to expand access to their established System-Level Test (SLT) and Burn-In capabilities, tailored for advanced computing devices, to Intel Foundry’s customer base. Built on decades of collaboration, AEM and...
AEM 扩展先进计算客户对经生产验证的 SLT 和老化测试生态系统的访问
AEM 扩展先进计算客户对经生产验证的 SLT 和老化测试生态系统的访问 AEM 携手 Intel Foundry 开放经验证 SLT 和老化测试生态系统及测试工程服务的访问，加速无晶圆厂客户产品上市 新加坡, May 20, 2025 (GLOBE NEWSWIRE) -- (SGX: AWX, Reuters: AEM.SI, Bloomberg: AEM:SP) 今日宣布与 合作，向其客户开放双方为先进计算设备量身打造的系统级测试（SLT）与老化测试功能。 AEM 与 Intel Foundry 携手深耕数十载，共同构建了业内最为完善且成熟的 SLT 与老化测试生态系统之一。 随着芯片日趋复杂，尤其是在高性能计算 (HPC) 和人工智能 (AI) 应用领域，为了确保测试覆盖范围，同时降低整体测试成本，对老化测试和 SLT 测试解决方案的需求变得前所未有地迫切。 老化测试和 SLT 测试是在先进封装组装流程后进行，旨在确保芯片在实际环境中符合可靠性与性能标准——这是减少现场故障、提升产品质量的关键步骤。 AEM 与 Intel Foundry 联合打造了一套经过验证的解决方案和战略路线图，赋予下一代设备精确的热控与验证性能，技术规格涵盖超 2,000 瓦功率输入，以及支持超过 200mm × 200mm 的封装尺寸。 通过此次合作，AEM 提供了针对特定设...
AEM 向先進運算客戶開放經量產驗證的 SLT 和預燒生態系統
AEM 向先進運算客戶開放經量產驗證的 SLT 和預燒生態系統 與 Intel Foundry 合作開放經驗證的 SLT 和預燒測試生態系統及測試工程技術，協助無廠客戶加速產品上市 新加坡, May 20, 2025 (GLOBE NEWSWIRE) -- (SGX: AWX, Reuters: AEM.SI, Bloomberg: AEM:SP) 於今日宣布與 合作，向 Intel Foundry 客戶群開放專為先進運算設備設計的成熟系統級測試 (SLT) 和預燒功能。 經過數十年合作的沉澱，AEM 和 Intel Foundry 打造了一個極其全面和成熟的 SLT 和預燒生態系統。 晶片複雜程度越來越高，特別是高性能運算 (HPC) 和人工智能 (AI) 應用程式，在擴大測試覆蓋範圍以及降低整體測試成本雙重壓力下，對預燒和 SLT 測試解決方案的需求空前高漲。 預燒和 SLT 測試在先進封裝工藝完成後進行，確保晶片符合現實世界環境下的可靠性和性能標準，對減少現場失效和提高產品質素非常重要。 AEM 與 Intel Foundry 的合作提供了經驗證的解決方案和策略路線圖，協助下一代設備實現精準控溫和確效，支援超過 2,000 瓦特以及 200mm x 200mm 以上封裝尺寸。 透過此次合作，AEM 為客製板帶來專用於設備的可配置測試單元、先進的分選機和耗...
AEM Memperluas Akses ke SLT yang Terbukti di Produksi dan Ekosistem Bu...
AEM Memperluas Akses ke SLT yang Terbukti di Produksi dan Ekosistem Burn-In untuk Pelanggan Komputasi Lanjutan Berkolaborasi dengan Intel Foundry membuka akses ke ekosistem pengujian SLT dan Burn-In yang telah terbukti serta rekayasa pengujian, mempercepat waktu pemasaran bagi pelanggan fabless SINGAPURA, May 20, 2025 (GLOBE NEWSWIRE) -- (SGX: AWX, Reuters: AEM.SI, Bloomberg: AEM:SP) hari ini mengumumkan kerjasamanya dengan untuk memperluas akses ke System-Level Test (SLT) dan kemampuan Burn-In mereka yang sudah matang, dirancang khusus bagi perangkat komputasi lanjutan, bagi basis pe...
AEM Memperluas Akses kepada Ekosistem SLT dan Burn-In yang Terbukti da...
AEM Memperluas Akses kepada Ekosistem SLT dan Burn-In yang Terbukti dalam Pengeluaran untuk Pelanggan Pengkomputeran Termaju Kerjasama dengan Intel Foundry membuka akses kepada ekosistem ujian SLT dan Burn-In yang terbukti berfungsi serta kejuruteraan ujian, mempercepatkan masa ke pasaran bagi pelanggan tanpa kilang SINGAPURA, May 20, 2025 (GLOBE NEWSWIRE) -- (SGX: AWX, Reuters: AEM.SI, Bloomberg: AEM:SP) hari ini mengumumkan bahawa ia sedang bekerjasama dengan untuk meluaskan akses kepada keupayaan System-Level Test (SLT) dan Burn-Innya yang sedia ada, disesuaikan untuk peranti pengk...
- Benjaphol Suthwanish
- Claire Wang Kelai
- Desmond Chong Chee Wai
- Heidi Mo Jinghui
- Jack Goh Tooan Orng
- Jo Yee Ng
- John Cheong Ming Chern
- Julia Pan Mengyao
- Kampon Akaravarinchai
- Kasemsun Koonnara
- Llelleythan Tan Tan
- Ming San Soong
- Paula Ruth
- Tanapon Cholkadidamrongkul
- Tham Mun Hon
- Thanawat Thangchadakorn
- Wei Xiang Ku
Regional Morning Notes - Thursday, May 15, 2025
GREATER CHINA Economics Money Supply: Credit demand weakens in April. Results Tencent Holdings (700 HK/BUY/HK$521.00/Target: HK$650.00): 1Q25: Strong results propelled by robust games and AI-powered ad-tech. INDONESIA Sector Telecommunications: 1Q25: EBITDA stable at -0.8% qoq. Maintain MARKET WEIGHT. MALAYSIA Results Sunway REIT (SREIT MK/BUY/RM1.93/Target: RM2.05): 1Q25: Results in line. Looking ahead, the full reopening of Sunway Carnival Mall Phase 2 and AEON Seri Manjung acquisition are e...
BJC BERLI JUCKER PUBLIC CO. LTD.
V03 VENTURE CORPORATION LIMITED
AWX AEM HOLDINGS
C52 COMFORTDELGRO CORPORATION LIMITED
5162 VSTECS
AP AP THAILAND
00700 TENCENT HOLDINGS LTD.
G13 GENTING SINGAPORE LIMITED
SREIT SUNWAY REAL ESTATE INVESTMEN
TIDLOR TIDLOR HOLDINGS PCL
- John Cheong Ming Chern
AEM Holdings (AEM SP) - 1Q25: Revenue In Line With Expectations But 2Q...
AEM reported its 1Q25 earnings of S$3m (+43% yoy/-71% qoq) and revenue of S$86m (-9% yoy/-35% qoq), meeting 22% of our full year estimate. Net margin stays weak, at only 3.9%. AEM maintains its 1H25 revenue guidance of S$155-170m and remains confident in its long-term growth prospects but expects 2Q25 earnings to be muted and 2H25 outlook to remain uncertain. Maintain SELL and target price of S$1.09. Valuation appears rich at 18x 2025 PE.
- Heidi Mo Jinghui
- Jack Goh Tooan Orng
- John Cheong Ming Chern
- Jonathan Koh
- Llelleythan Tan Tan
Singapore Daily: Thursday, May 15, 2025
KEY HIGHLIGHTS Results AEM Holdings (AEM SP/SELL/S$1.29/Target: S$1.09) 1Q25: Revenue in line with expectations but earnings remain weak. ComfortDelGro Corporation (CD SP/BUY/S$1.52/Target: S$1.71) 1Q25: Mixed results in line, expect stronger sequential growth. Genting Singapore (GENS SP/BUY/S$0.735/Target: S$0.90) 1Q25: Below expectations. Cut our earnings forecast given emerging headwinds. Maintain BUY with a lower target price of S$0.90 on cheap valuations and...
- John Cheong Ming Chern
- Bella Lu Yifei
- Colin Lee
- Damon Shen
- Jieqi Liu
- John Cheong Ming Chern
- Johnny Yum Chung Man
- Julia Pan Mengyao
- Ken Lee
- Kong Ho Meng
- Ming San Soong
- Posmarito Pakpahan
- Thanawat Thangchadakorn
Regional Morning Meeting Notes: Tuesday, April 22, 2025
GREATER CHINA Sector Property Supportive policy remarks by Premier Li Qiang point to further upside; upcoming Politburo meeting to be an important policy window. Results Fuyao Glass Industry Group (3606 HK/BUY/HK$49.15/Target: HK$68.00) 1Q25: Earnings up 46% yoy, in line with estimates. Maintain BUY. Target price: HK$68.00. Han’s Laser (002008 CH/BUY/Rmb24.27/Target: Rmb32.20) 1Q25: Net pro...
A0M4P7 HAN'S LASER TECHNOLOGY INDUSTRY GROUP CO. LTD. CLASS A
00688 CHINA OVERSEAS LAND & INVESTMENT LIMITED
01109 CHINA RESOURCES LAND LIMITED
V03 VENTURE CORPORATION LIMITED
BN2 VALUETRONICS HOLDINGS
SCNR SUNAC CHINA HOLDINGS LTD.
RLF LONGFOR GROUP HOLDINGS LTD.
AWX AEM HOLDINGS
558 UMS HOLDINGS LIMITED
3816 MISC BHD
KBANK KASIKORNBANK PUBLIC CO. LTD.
NANO NANOCO GROUP
ACES PT ACE HARDWARE INDONESIA TBK
FRKN FRENCKEN GROUP LTD
3606 FUYAO GLASS INDUSTRY GROUP CO LTD-H
01024 KUAISHOU TECHNOLOGY CLASS B
SCB SCB X PUBLIC COMPANY LIMITED
8AZ AZTECH GLOBAL LTD
- John Cheong Ming Chern
Tech Manufacturers - Assessing The Potential Impact Of Trade Tariffs; ...
Most tech manufacturing stocks are likely to be impacted to a different degree by the recent US trade tariffs. As a result, we recommend stocks that will be the least impacted and could potentially still deliver earnings growth for 2025. Our top picks are Frencken (which has manufacturing bases locally and strong orders from ASML), UMS (which is ramping up for its new customer) and Valuetronics (which will see contribution from new customers and its new GPU leasing business). Downgrade to MARKET...
- Adrian Loh Tzum Yung
- Benjaphol Suthwanish
- Chong Lee Len
- Claire Wang Kelai
- Colin Lee
- Damon Shen
- Ejann Hiew
- Heidi Mo Jinghui
- Jieqi Liu
- John Cheong Ming Chern
- Johnny Yum
- Johnny Yum Chung Man
- Kampon Akaravarinchai
- Kasemsun Koonnara
- Keith Wee Teck Keong
- Lester Siew
- Llelleythan Tan Tan
- Philip Wong
- Roy Chen Chengzhi
- Shirley Wang Xueyi
- Stella Guo Yuting
- Tanaporn Visaruthaphong
- Tham Mun Hon
- Ziv Ang Sze Champ
Regional Morning Notes - Monday, March 03, 2025
GREATER CHINA Economics PMI: Uptick in February. Sector Macau Gaming: Feb 25 GGR beat thanks to tail-end effect post CNY; switch top pick to Galaxy. Results New World Development (17 HK/HOLD/HK$4.82/Target: HK$4.45): 1HFY25: Net loss in line with profit warning and primarily caused by inventory impairment; refinancing progress to be the key. Xinyi Solar Holdings (968 HK/HOLD/HK$3.29/Target: HK$3.60): 2024: Below expectations; industry coordination and production discipline crucial to restore mar...
1023 CIMB GROUP HOLDINGS BHD
0968 XINYI SOLAR HOLDINGS LTD.
PLANB PLAN B MEDIA
AWX AEM HOLDINGS
C52 COMFORTDELGRO CORPORATION LIMITED
5347 TENAGA NASIONAL BHD
PTTGC PTT GLOBAL CHEMICAL PUBLIC COMPANY LTD
CPN CENTRAL PATTANA PUBLIC CO. LTD.
BCH BANGKOK CHAIN HOSPITAL PCL
KLK KUALA LUMPUR KEPONG BHD
0763 ZTE CORPORATION CLASS H
FRKN FRENCKEN GROUP LTD
00017 NEW WORLD DEVELOPMENT CO. LTD.
9CI CAPITALAND INVESTMENT LTD
FFB FARM FRESH BHD
- John Cheong Ming Chern
AEM Holdings (AEM SP) - 2024: Earnings Above Estimates; Outlook And Va...
AEM reported 2024 earnings of S$12m (vs S$1m loss in 2023), beating our estimate by 16% due to better-than-expected net margin. However, 1H25 revenue guidance of S$155m-170m is disappointing, making up only 37% of our 2025 revenue estimate. AEM expects a stronger 2H25 from the ramp-up of key customers and recovery in the contract manufacturing business. Maintain SELL with a 1% lower target price of S$1.09. Valuation remains rich at 19x 2025 PE.
- Adrian Loh Tzum Yung
- Heidi Mo Jinghui
- John Cheong Ming Chern
- Llelleythan Tan Tan
Singapore Daily: Monday, March 3, 2025
KEY HIGHLIGHTS Results AEM Holdings (AEM SP/SELL/S$1.32/Target: S$1.09) 2024: Earnings above estimates; outlook and valuation remain unexciting. CapitaLand Investment (CLI SP/BUY/S$2.56/Target: S$3.95) 2024: Weaker-than-expected results; outlook remains robust. Maintain BUY. ComfortDelGro Corporation (CD SP/BUY/S$1.39/Target: S$1.76) 2024: Results in line; earnings growth to continue in 2025. Frencken Group (FRKN SP/BUY/S$1.04/Target: S$1.16) 2024: Results in line; cautiously o...
- Anas Fitri Bin Ahmad
- Benjaphol Suthwanish
- Chong Lee Len
- Desmond Chong Chee Wai
- Heidi Mo Jinghui
- John Cheong Ming Chern
- Julia Pan Mengyao
- Kampon Akaravarinchai
- Kitpon Praipaisarnkit
- Kong Ho Meng
- Llelleythan Tan Tan
- Malaysia Research Team
- Ming San Soong
- Stevanus Juanda
- Tanaporn Visaruthaphong
- Wei Xiang Ku
Regional Morning Notes - Thursday, November 14, 2024
GREATER CHINA Results Tencent Holdings (700 HK/BUY/HK$403.80/Target: HK$570.00): 3Q24: Solid earnings beat; mini shop and potential blockbuster as key catalysts. INDONESIA Results Aspirasi Hidup Indonesia (ACES IJ/BUY/Rp835/Target: Rp1,200): 3Q24: NPAT up 13.7% yoy; slightly above consensus expectations. MALAYSIA Results Malaysia Marine and Heavy Engineering Holdings (MMHE MK/BUY/RM0.44/Target: RM0.70): 1H24: Positively surprises on project cost claims. Marine segment still weakened by competi...
PTT PTT PUBLIC COMPANY LIMITED
BN2 VALUETRONICS HOLDINGS
5186 MALAYSIA MARINE AND HEAVY ENGINEERING HOLDINGS BHD
PLANB PLAN B MEDIA
AWX AEM HOLDINGS
Z74 SINGAPORE TELECOMMUNICATIONS LIMITED
HANA HANA MICROELECTRONICS PCL
ACES PT ACE HARDWARE INDONESIA TBK
00700 TENCENT HOLDINGS LTD.
CPALL TB CP ALL
HAPL HAP SENG PLANTATIONS HOLDINGS BHD
VST VSTECS BHD
- John Cheong Ming Chern
AEM Holdings (AEM SP) - 3Q24: Earnings Below Estimate And Outlook Rema...
AEM reported a 3Q24 loss of S$0.9m and 9M24 loss of S$0.1m. Earnings missed our 2024 estimate of S$10m. AEM has raised 2H24 revenue guidance to S$190m-210m, up from S$160m-180m as its key customer brings forward orders from 2025. Its outlook remains mixed with the company focusing on implementing four mid-term strategies. We raise our 2024 revenue estimate by 7% but keep earnings unchanged. Maintain SELL with a 5% higher target price of S$1.10.
- Anas Fitri Bin Ahmad
- Benjaphol Suthwanish
- Carol Dou Xiao Qin
- Damon Shen
- Desmond Chong Chee Wai
- Jieqi Liu
- John Cheong Ming Chern
- Johnny Yum Chung Man
- Julia Pan Mengyao
- Keith Wee Teck Keong
- Kitpon Praipaisarnkit
- Ming San Soong
- Paula Ruth
- Shirley Wang Xueyi
- Stella Guo Yuting
- Sunny Chen
Regional Morning Meeting Notes: Wednesday, August 28, 2024
GREATER CHINA Results Anta (2020 HK/BUY/HK$71.65/Target: HK$109.60) 1H24: Results beat. Fila's guidance slightly lowered; new brands performed well. China Overseas Property Holdings (2669 HK/BUY/HK$4.63/Target: HK$7.20) 1H24: Results meet expectations; higher dividend payout ratio. Hansoh Pharmaceutical Group Company (3692 HK/BUY/HK$18.22/Target: HK$27.00) 2Q24: Margins deteriorate; automation demand outlook remains sluggish. Shenzhen Inovance (300124 CH/BU...
AS7 ANTA SPORTS PRODUCTS LTD.
600809 SHANXI XINGHUACUN FEN WINE FACTORY CO. LTD. CLASS A
V03 VENTURE CORPORATION LIMITED
1295 PUBLIC BANK BHD
BN2 VALUETRONICS HOLDINGS
4197 SIME DARBY BHD.
AWX AEM HOLDINGS
558 UMS HOLDINGS LIMITED
NANO NANOCO GROUP
300124 SHENZHEN INOVANCE TECHNOLOGY CO. LTD CLASS A
HANA HANA MICROELECTRONICS PCL
ERAA ERAJAYA SWASEMBADA
VALUE VALUE8 N.V.
02669 CHINA OVERSEAS PROPERTY HOLDINGS LIMITED
INRI INARI AMERTRON BHD
RHBBANK RHB BANK BHD
TXG 10X GENOMICS INC CLASS A
UMSH UMS HOLDINGS LTD
FRKN FRENCKEN GROUP LTD
SCGP SCG PACKAGING PCL
AZTECH NANOFILM TECHNOLOGIES INTERNATIONAL
MZH HANSOH PHARMACEUTICAL GROUP
3692 AEM HOLDINGS LTD
AEM 123FAHRSCHULE SE
123F AZTECH GLOBAL LTD
8AZ 029 GROUP SE
Z29 CTRIP.COM INTERNATIONAL
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