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Semiconductor companies poised for more broad-based recovery in 2025

Some Singapore-listed players, such as Frencken Group and Grand Venture Technology, may come out ahead and outperform as well, say market watchers

Yong Jun Yuan
Published Thu, Jan 2, 2025 · 05:00 AM
    • As the semicon sector progresses in its current upcycle, analysts believe that there are some bright spots that investors could potentially pay closer attention to.
    • As the semicon sector progresses in its current upcycle, analysts believe that there are some bright spots that investors could potentially pay closer attention to. PHOTO: AFP

    THE semiconductor industry saw a bumpy recovery in 2024, but a more broad-based rebound is expected in the coming year.

    Some Singapore-listed players, such as Frencken Group and Grand Venture Technology (GVT), may come out ahead and outperform as well, according to market watchers.

    Rajeev Rajput, senior principal analyst at Gartner, said that the semiconductor market has been recovering from a chip oversupply in 2023, which was caused by weak macroeconomic conditions and falling electronics production.

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