We talked about this here.
The Edge have an article on the deal.
Both analyst and Andy Luong, CEO of UMS seem confident about this.
In fact, Andy will visit Applied Materials in USA to discuss more ways UMS can provide services to AMAT.
Luong adds that UMS holdings could benefit from manufacturing and supplying deposition equipment, spare parts and consumables to both Applied Materials and Tokyo Electron.
It is unlikely that other suppliers of AMAT and Tokyo Electron will be able to usurp its position as an OEM supplier following the merger. “That’s is not easy, because we are already very efficient,” Loh says. “In the short term, there will be no impact on us,” he adds. “In the long term, it will depend on the dynamics within the new company.”
According to a report by OSK-DMG, the wafer-handling platform produced by UMS Holdings is regarded as a “key competency” of Applied Materials. “As such , it is likely that UMS Holdings wafer handling platform will be refined and kept in Applied Materials future product innovations,” OSK-DMG says in a report.
Kyith is the Owner and Sole Writer behind Investment Moats. Readers tune in to Investment Moats to learn and build stronger, firmer wealth foundations, how to have a Passive investment strategy, know more about investing in REITs and the nuts and bolts of Active Investing.
Readers also follow Kyith to learn how to plan well for Financial Security and Financial Independence.
Kyith worked as an IT operations engineer from 2004 to 2019. Currently, he works as a Senior Solutions Specialist in Insurance Start-up Havend. All opinions on Investment Moats are his own and does not represent the views of Providend.
You can view Kyith's current portfolio here, which uses his Free Google Stock Portfolio Tracker.
His investment broker of choice is Interactive Brokers, which allows him to invest in securities from different exchanges all over the world, at very low commission rates, without custodian fees, near spot currency rates.
You can read more about Kyith here.
- New 6-Month Singapore T-Bill Yield in Late-April 2024 to Drop to 3.70% (for the Singaporean Savers) - April 18, 2024
- Golden Nuggets from JPMorgan Guide to Retirement 2024. - April 16, 2024
- Be Less Reliant on Banks and Build Stronger Capital Markets by Pushing for Better Shareholder Dividend and Buyback Yield - April 14, 2024