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.
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