Electronics manufacturing

BROKERS’ TAKE

Aztech shares jump over 17%; CGSI upgrades stock to ‘add’, lifts target 46.2% despite earnings miss

An expected earnings recovery and potential EQDP-driven rally may benefit stock, says analyst

Maybank analysts say that electronics demand is expected to be a “bright spot” for at least the first half of this year, since AI capital expenditure seems to be “unscathed” amid the recent Iran war.

AEM, UMS among chip players riding AI-linked export surge

Several analysts say that the impact on Singapore’s manufacturing landscape has been ‘limited’

Sean Goh, chairman of Serial Achieva, says the tie-up brings together highly complementary strengths and marks “an important step in positioning Serial Achieva within the rapidly expanding AI and cloud value chain in Asia”.

Serial Achieva signs MOU with new shareholder UFCT to tap AI opportunities 

The partnership promises opportunities in artificial intelligence, cloud computing and other advanced storage technologies

Integrated circuits, disk media products and PCs contributed most to electronics NODX growth.

Singapore’s Feb key exports growth slows to 4%; electronics surge eases, non-electronics slide

The Middle East conflict will pose a significant headwind, economists say; Maybank trims its GDP forecast

Once operational, the Viettel plant is expected to supply chips for national priority sectors such as aerospace, telecommunications and automotive manufacturing.

Vietnam takes first leap into chip fabrication with Viettel-led fab

The new plant is expected to begin pilot production of semiconductors by end-2027

Singapore's purchasing managers' index rose to 50.2 in November, the highest level in eight months.

Singapore factory activity rises in November amid mixed regional performance

The S&P Global Asean Manufacturing PMI hits the third-highest print on record, while East Asian economies remain in contraction territory

Factory output grew across the board in October, except for general manufacturing.

Singapore’s October factory output records highest jump in 15 years, up 29.1% on pharma surge

This surprised private-sector economists who had expected a 6.7% growth

Total merchandise trade grew 8.5% on the year in Q3, extending the 7% rise in the preceding quarter.

Singapore narrows 2025 NODX forecast to ‘around 2.5%’, expects ‘moderated growth’ in 2026

EnterpriseSG projects an expansion of 0% to 2% for next year, in line with global trade outlook

Valuetronics notes that US tariffs created a high level of uncertainty in the first half of FY2026.

Valuetronics posts 2.7% higher H1 profit of HK$93 million

The board declares an interim dividend of HK$0.04 per share and a special dividend of HK$0.04 per share

The new chips are made with 18A technology, which Intel says offers advantages none of its competitors can match yet.

Intel debuts new technology in last-ditch effort to turn company around

The embattled company needs to show that the Panther Lake processor designs it is making will win back lost market share