Core Insights - AEM Holdings and Venture Corporation represent two distinct approaches within the Singapore technology manufacturing sector, with AEM focusing on semiconductor testing solutions and Venture Corporation providing broader electronics manufacturing services [1] AEM Holdings - AEM is a provider of test solutions for semiconductors and electronics, achieving a compound annual growth rate (CAGR) of 23.4% in turnover from S$70.4 million in 2016 to S$380.4 million in 2024 [2] - Net income for AEM grew at a CAGR of approximately 12%, increasing from S$4.7 million to S$11.4 million during the same period [2] - Future growth for AEM is anticipated to be driven by rising demand for testing solutions due to AI advancements in semiconductors and potential new customer partnerships, positioning the company for a strong performance in 2026 [3] - AEM's revenue is highly cyclical, closely linked to the semiconductor capital expenditure cycle, with a significant decline in revenue and earnings observed between 2022 and 2024, dropping 56.2% and 91% respectively [4] - AEM's financials are heavily reliant on a single customer, Intel, which accounts for an estimated 60% to 70% of its revenue, creating a concentrated customer risk [5] Venture Corporation - Venture Corporation operates as an electronics manufacturing services (EMS) company with a diverse focus across various industries, including MedTech and Life Sciences, resulting in greater stability compared to AEM [6] - The company's revenue has ranged from S$2.6 billion to S$4 billion over the past decade, with net income growing at a steady CAGR of 5.2% to S$245 million by 2024 [7] - Venture Corporation has consistently distributed dividends to shareholders, increasing from S$0.50 in 2016 to S$0.75 in FY2024, and maintains a strong balance sheet with zero debt and over S$1 billion in cash [7] - The company is well-positioned to benefit from the ongoing trend of outsourcing manufacturing responsibilities to specialist EMS partners [8] Comparative Analysis - AEM offers higher growth potential linked to the semiconductor cycle but is subject to significant volatility, while Venture Corporation provides stability and consistent dividends with slower growth potential [10][11] - The choice between AEM and Venture Corporation depends on the investor's risk appetite, with AEM appealing to those seeking aggressive growth and Venture Corporation to those valuing stability [12][13]

面对全球供应链格局重塑与地缘经济复杂化的新常态，华勤技术积极构建自主可控、敏捷韧性的全球运 营能力，已成为科技制造企业面向未来的决胜关键。公司凭借二十年深耕行业的深刻洞察与前瞻布局， 成功锻造出独特的"ODMM"全球核心竞争力。 "ODMM"代表华勤在高效运营（Operation）、研发设计（Development）、先进制造 （Manufacturing）、精密结构件（Mechanical）四大维度的垂直整合与深度积累，彰显公司从研发到制 造的全链路掌控力。 本报讯 （记者张文湘）1月23日晚间，华勤技术股份有限公司（以下简称"华勤技术"）发布公告称，公 司于2025年9月向香港联合交易所递交H股上市申请，并于2026年1月23日获中国证监会境外上市备案通 知书，标志着公司构建"A+H"双资本平台的进程迈出关键一步。此次赴港上市，将成为华勤深化全球布 局、强化综合竞争力的重要战略实践。 "3+N+3"平台战略驱动多元业务均衡发展 近年来，华勤技术坚持"3+N+3"业务战略，形成以智能手机、笔记本电脑、数据中心三大成熟业务及其 衍生的N类产品组合为基本盘，筑牢行业领先壁垒；同时前瞻性将机器人业务纳入核心布局， ...

Sanmina Corporation (NASDAQ:SANM) is set to release its quarterly earnings with an anticipated EPS of $2.15 and revenue of approximately $3.09 billion.The company's strategic acquisition of ZT Systems' data center business aims to bolster its capabilities in the Cloud and AI sectors.Sanmina showcases a strong financial foundation with a P/E ratio of 39.14, a debt-to-equity ratio of 0.13, and a current ratio of 1.72.Sanmina Corporation, trading on NASDAQ as SANM, is a key player in the Electronics Manufactur ...

Core Viewpoint - Taiwanese contract electronics manufacturer Pegatron is set to complete its first U.S. factory by the end of March, with trial production expected to commence shortly thereafter [1] Group 1 - The factory's completion is anticipated by the end of March [1] - Trial production is projected to begin around the same time or in April [1]

Celestica Inc. ( CLS ) shares have had an outstanding 12-month run as AI demand has sent operating results higher, but the stock is dropping in Thursday trading after a report that Alphabet ( GOOG ) (To follow me click the "Follow" button! (Easy right?) Hi there, thanks for coming to my profile page! My name is Kumquat Research (but you can call me Jeremy) and I've been writing for Seeking Alpha on and off for going on ten years now, beginning with my inaugural published piece during my first year of colleg ...

Key Points This electronics manufacturing services company benefits from the aggressive buildout of AI data centers. It counts major players in the AI chip industry among its clients and is gaining market share in the fast-growing data center networking space. Buying this AI stock is a no-brainer, considering its attractive valuation. 10 stocks we like better than Celestica › Artificial intelligence (AI) infrastructure spending will likely remain robust in 2026. Market research firm Gartner pred ...

With SGX and Nasdaq (NASDAQ: NDAQ) teaming up to launch a Global Listing Board, Singapore’s markets are poised to receive a structural boost.This framework allows Asian companies with at least S$2 billion in market capitalisation to tap US liquidity without the usual regulatory hurdles. It’s a big deal – not just for firms raising capital, but for investors hunting for quality stocks.Here are three Singapore dividend stocks that could benefit from this new cross-border arrangement.Singapore Exchange or SGX ...

Core Insights - Flex Ltd. is recognized as one of the largest global electronics manufacturing services (EMS) companies, indicating its significant position in the industry [1]. Company Overview - The company has been a subject of interest for investors, particularly since the first article published in January 2024, suggesting ongoing developments or changes in its business strategy [1]. Industry Context - The EMS sector, where Flex operates, is characterized by its scale and the competitive landscape, which may present both opportunities and challenges for companies within this space [1].

Core Insights - Flex Ltd. is recognized as one of the largest global electronics manufacturing services (EMS) companies, indicating its significant position in the industry [1]. Company Overview - Flex Ltd. has been a subject of interest for investors, particularly since the first article on the company was published in January 2024, suggesting ongoing developments and potential investment opportunities [1].

Group 1 - Sanmina Corporation will host its first quarter fiscal 2026 earnings conference call on January 26, 2026, at 5:00 PM ET [1] - The live webcast and supporting materials will be available on the Sanmina website in the Investor Relations section [1] - A replay of the webcast will be accessible at the same location after the event concludes [1] Group 2 - Sanmina Corporation is a Fortune 500 company and a leading integrated manufacturing solutions provider in the global Electronics Manufacturing Services (EMS) market [2] - The company offers end-to-end manufacturing solutions, focusing on sectors such as industrial and energy, medical, defense and aerospace, automotive and transportation, communications networks, and cloud and AI infrastructure [2] - Sanmina has strategically located facilities in key regions worldwide [2]