UMS Holdings

[Tiggerbee]

If I'm not wrong, Andy's shares are held in the custody of UOBKH.

[DCF]

http://infopub.sgx.com/FileOpen/eFORM1V2...eID=337258

Selling again by Andy Luong..............

27-Feb-2015 : Sold 3.0 million shares
02-Mar-2015 : Sold 1.2 million shares

Only holding to 87,559,000 shares (20.4%)

(vested)

Andy has been doing that for a long time. There is a official reply from the Chairman of the Board in 2011 that he did so for his personal reason, and there is no impact for his commitment to UMS. In last year AGM, I asked him and his reply was - he has a passion for restoration of heritage home, like those large colonial houses in South East Asia.

Given the consistency of the dividend payout - 3,6,6,5,6.5 and now 3 for 2015YTD (before considering for bonus issues), I am happy with the ability to generate free cash flow, and management willingness to reward the shareholders

[CityFarmer]

http://infopub.sgx.com/FileOpen/eFORM1V2...eID=337258

Selling again by Andy Luong..............

27-Feb-2015 : Sold 3.0 million shares
02-Mar-2015 : Sold 1.2 million shares

Only holding to 87,559,000 shares (20.4%)

(vested)

http://infopub.sgx.com/FileOpen/_eFORM1V...eID=337398

Further disposal from Andy on 03-Mar-2015, sold 1.7 million share.

Holding 85,859,000 share (20.01%)

(vested)

[Boon]

Global Semiconductor Industry Posts Highest-Ever January Sales

Worldwide sales increase 8.7 percent compared to last January; Americas post strongest growth among regional markets

Published Monday, March 2, 2015 4:00 pm

by Dan Rosso

WASHINGTON—March 2, 2015—The Semiconductor Industry Association (SIA), representing U.S. leadership in semiconductor manufacturing and design, today announced that worldwide sales of semiconductors reached $28.5 billion for the month of January 2015, the industry’s highest-ever January total and an increase of 8.7 percent from January 2014 when sales were $26.3 billion. Global sales from January 2015 were 2 percent lower than the December 2014 total of $29.1 billion, reflecting normal seasonal trends. Regionally, sales in the Americas increased by 16.4 percent compared to last January to lead all regional markets. All monthly sales numbers are compiled by the World Semiconductor Trade Statistics (WSTS) organization and represent a three-month moving average.

“After a record-setting 2014, the global semiconductor industry is off to a promising start to 2015, posting its highest-ever January sales led by impressive growth in the Americas market,” said John Neuffer, president and CEO, Semiconductor Industry Association. “Global sales have increased on a year-to-year basis for 21 consecutive months and remain strong across most regions and product categories.” ..............

http://www.semiconductors.org/news/2015/...ary_sales/

(vested)

[Boon]

Strong Fab Equipment Spending Expected in 2015; Slowing but Positive 2016

SAN JOSE, Calif. — March 10, 2015 — SEMI today announced an update of the SEMI World Fab Forecast report which updates outlooks for 2015 and 2016. The SEMI (www.semi.org) report reveals that fab equipment spending in 2014 increased almost 20 percent and will rise 15 percent in 2015, increasing only 2-4 percent in 2016. Since November 2014, SEMI has made 270 updates on its World Fab Forecast report, which tracks fab spending for construction and equipment, as well as capacity changes, and technology nodes transitions and product type changes by fab. ................................

http://www.semi.org/en/node/55191?id=highlights

(vested)

[Boon]

We want to see growth from the front-end sector as well, don't we? Ha-ha !

(vested)
________________________________________________________________________________________________________________
North American Semiconductor Equipment Industry Posts February 2015 Book-to-Bill Ratio of 1.02

SAN JOSE, Calif. — March 19, 2015 — North America-based manufacturers of semiconductor equipment posted $1.31 billion in orders worldwide in February 2015 (three-month average basis) and a book-to-bill ratio of 1.02, according to the February EMDS Book-to-Bill Report published today by SEMI. A book-to-bill of 1.02 means that $102 worth of orders were received for every $100 of product billed for the month.

The three-month average of worldwide bookings in February 2015 was $1.31 billion. The bookings figure is 1.3 percent lower than the final January 2015 level of $1.33 billion, and is 1.0 percent higher than the February 2014 order level of $1.30 billion.

The three-month average of worldwide billings in February 2015 was $1.28 billion. The billings figure is 0.2 percent lower than the final January 2015 level of $1.28 billion, and is 0.9 percent lower than the February 2014 billings level of $1.29 billion.

"Year-to-date bookings and billings for North American semiconductor equipment are higher than last year for the same time period," said SEMI president and CEO Denny McGuirk. "The year is off to a good start, with growth in bookings from the back-end sector.”

The SEMI book-to-bill is a ratio of three-month moving averages of worldwide bookings and billings for North American-based semiconductor equipment manufacturers. Billings and bookings figures are in millions of U.S. dollars....................................

http://www.semi.org/en/node/55311

[Boon]

Interesting article.

(vested)
________________________________________________________________________________________________________________
Fab Capacity Shortages

More capacity is planned, but key questions are what node, where and how much.

March 19th, 2015 - By: Ed Sperling

Planning fab capacity is a little like parachuting out of an airplane. Your chances of getting hurt are 50-50 every time you jump, and past experience doesn’t necessarily make it safer the next time.

At the leading edge, there is debate about just how much capacity should be added at 16/14nm, or whether the lion’s share of that investment should go to 10nm or even 7nm. At least part of the decision may rest on how much capacity Apple needs and where it needs it, and there are rumors flying around all the time in the manufacturing world about which foundry has secured Apple’s chip business, how much of it they have secured, and what exactly Apple is asking for.

The fact that Apple has enough clout to make a difference in their investment strategies is a big issue. A blip in Apple’s .....................

http://semiengineering.com/fab-capacity-shortages/

[Boon]

TSMC: Rise of the “Phantom Node”

Numbers show a robust uptake on 20nm, despite talk about node-skipping.

March 23rd, 2015 - By: Barry Pangrle

http://semiengineering.com/tsmc-rise-of-...ntom-node/
________________________________________________________________________________________________________________

3 Key IoT Benchmarks

Analysis: The IoT will continue to grow, but the rate of growth in some markets could be slowed by poor design, execution and reliability.

March 23rd, 2015 - By: Ed Sperling

http://semiengineering.com/3-key-iot-benchmarks/
________________________________________________________________________________________________________________

Egham, UK, March 18, 2015

Gartner Says Smart Cities Will Use 1.1 Billion Connected Things in 2015

Smart Homes to Lead with 294 Million Connected Things in Use in 2015

http://www.gartner.com/newsroom/id/3008917
________________________________________________________________________________________________________________

11 IC Product Categories to Exceed Total IC Market Growth in 2015
IC growth for automotive, cellphones, IoT remains solid; Tablet MPU growth will stall.

MARCH 12, 2015 By IC Insights

http://www.icinsights.com/data/articles/...ts/762.pdf

(vested)

[Boon]

This is why chip firms like the IoT
Richard Wilson
2nd April 2015
http://www.electronicsweekly.com/news/bu...t-2015-04/
________________________________________________________________________________________________________________
U.S.-Headquartered Companies Capture Bulk of IDM, Fabless IC Sales
02 April 2015
By IC Insights
http://www.icinsights.com/data/articles/...ts/776.pdf
________________________________________________________________________________________________________________
Samsung expected to see increasing orders on 14nm process
Eric Lin, DIGITIMES Research, Taipei [Thursday 2 April 2015]
http://www.digitimes.com/news/a20150402PD204.html

(vested)

[Boon]

The SIA Factbook: Your Source for the Latest Semiconductor Industry and Market Data

Posted by Falan Yinug, Director, Industry Statistics and Economic Policy on Apr 1, 2015

http://www.semiconductors.org/clientuplo...032015.pdf

http://blog.semiconductors.org/blog/the-...arket-data

(vested)