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UMS Holdings
25-05-2019, 11:49 PM. (This post was last modified: 26-05-2019, 07:33 AM by Xiaosaint.)
Post: #1441
UMS Holdings
With the ongoing trade war between US and China, Applied Materials is stopping all pending and future equipment delivery. It will also be ceasing all its equipment service activities in China.

This is going to gravely impact AMAT’s top and bottomline, which in turn may impact UMS’s top and bottomline as well.

https://asia.nikkei.com/Business/China-t...chip-maker


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19-08-2019, 01:47 PM.
Post: #1442
UMS Holdings
UMS released their 2nd quarter report. They are keeping more cash and cash equivalent during these uncertain times (I think it is prudent to do so.)

From the looks of things, dividends are unlikely to return to previous years level until maybe later half of 2020.


https://links.sgx.com/1.0.0/corporate-an...49cfd4a4d6


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04-11-2019, 06:41 PM.
Post: #1443
UMS Holdings
TSMC's $20.5b splurge galvanizes hope of 5G-led rebound for chips and smartphones

https://str.sg/JUZt

Seems like the trough of the Semicon cycle is after us. TSMC is ramping up its capex, which is indirectly good news for UMS.


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