From Silicon Valley to Serangoon: 3 Semiconductor Stocks Riding the US Tech Wave

The Smart Investor

08/05

When investors think about the AI boom, chip companies such as NVIDIA Corporation (NASDAQ: NVDA), Broadcom Inc. (NASDAQ: AVGO) and Advanced Micro Devices, Inc. (NASDAQ: AMD) usually come to mind. But...

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(NASDAQ: AVGO) and Advanced Micro Devices, Inc. (NASDAQ: AMD) usually come to mind.\n\nBut...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/from-silicon-valley-to-serangoon-3-semiconductor-stocks-riding-the-us-tech-wave/\">网页链接</a>\n\n</div>\n","source":"thesmartinvestor_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>From Silicon Valley to Serangoon: 3 Semiconductor Stocks Riding the US Tech Wave</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFrom Silicon Valley to Serangoon: 3 Semiconductor Stocks Riding the US Tech Wave\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-05 14:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/from-silicon-valley-to-serangoon-3-semiconductor-stocks-riding-the-us-tech-wave/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>When investors think about the AI boom, chip companies such as NVIDIA Corporation (NASDAQ: NVDA), Broadcom Inc. (NASDAQ: AVGO) and Advanced Micro Devices, Inc. (NASDAQ: AMD) usually come to mind.\n\nBut...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/from-silicon-valley-to-serangoon-3-semiconductor-stocks-riding-the-us-tech-wave/\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AWX.SI","symbol_name":"永科","start_time":0,"source_url":"https://thesmartinvestor.com.sg/from-silicon-valley-to-serangoon-3-semiconductor-stocks-riding-the-us-tech-wave/","article_id":"2657518827","we_media_id":null,"thumbnails":["https://thesmartinvestor.com.sg/wp-content/uploads/2026/08/Semiconductor-AEM-UMS-Micro-mechanics-300x200.png"],"rights":{"source":"thesmartinvestor_highlight","url":"https://thesmartinvestor.com.sg/from-silicon-valley-to-serangoon-3-semiconductor-stocks-riding-the-us-tech-wave/","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2657518827","pubTimestamp":1785909600,"columns":[],"sourceInfo":{"source_id":"thesmartinvestor_highlight","name":"The Smart Investor"},"weMediaInfo":null,"summary":"The AI boom may be led by America’s tech giants, but its ripple effects are reaching Singapore. These three semiconductor stocks are benefiting from rising global chip demand and deserve a closer look.","collect":0,"end_time":0,"defaultTopTitle":"thesmartinvestor.com.sg","property":[],"viewcount":null,"language":"en","relate_stocks":{"AWX.SI":"永科","SG9999003826.SGD":"日兴资管新加坡股息基金 SGD","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","558.SI":"UMS控股","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","BK6063":"半导体设备","5DD.SI":"微机械","SG9999014484.SGD":"Nikko AM ASEAN Equity Fund A SGD","SGXZ27511609.SGD":"NIKKO AM SINGAPORE DIVIDEND EQUITY \"SGD\" (SGD) ACC","BK6515":"技术设备股"},"translate_title":"从硅谷到实龙岗：3只半导体股乘着美国科技浪潮","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AWX.SI":1.94,"558.SI":1.92,"5DD.SI":1.93},"content_text":"When investors think about the AI boom, chip companies such as NVIDIA Corporation (NASDAQ: NVDA), Broadcom Inc. (NASDAQ: AVGO) and Advanced Micro Devices, Inc. (NASDAQ: AMD) usually come to mind.\n\nBut every AI chip that powers a data centre needs to be designed, manufactured, tested and assembled.\n\nThis is where Singapore comes in. \n\nSemiconductor production requires a global supply chain, and several SGX-listed companies play key roles. \n\nHere are three of them.\n\nMicro-Mechanics Holdings (SGX: 5DD) – The Precision Engineering Specialist\nMicro-Mechanics has two main businesses. \n\nFirst, it designs and manufactures tools for semiconductor packaging, assembly and testing processes. \n\nSecond, it manufactures precision components for critical production processes in wafer-fabrication equipment.\n\nAs such, rising wafer-fabrication activity should increase demand for products in both of Micro-Mechanics’ businesses. \n\nThis is already starting to show in its financials – revenue growth in the company’s most recent quarter (January to March 2026) accelerated to 16.2%, compared to a 14.5% increase in the previous quarter (October to December 2025). \n\nMargins are also trending up, with operating profit as a percentage of revenue rising from 26% in the January to March 2025 quarter to 28% in the same period a year later. \n\nThese results are driven by over 600 customers worldwide, with the company’s top 10 customers primarily located in the US, China and Malaysia – these three markets contributed 72% of total revenue in its fiscal year ended 30 June 2025 (FY2025). \n\nOne customer of its wafer fabrication equipment parts segment represented nearly 10% of overall revenue for FY2025. \n\nAlthough the semiconductor business has traditionally been a cyclical one, Micro-Mechanics is conservatively run, with nearly S$26 million in cash on its balance sheet and no borrowings in its most recent quarter.\n\nThe company’s share price was up 68.1% for the year to 28 July. \n\nUMS Integration Limited (SGX: 558) – The Semiconductor Equipment Provider\nUMS’s semiconductor business is focused on providing equipment manufacturing and engineering services to original equipment manufacturers of semiconductors, focusing on the initial stages of the wafer fabrication process, including areas such as photolithography, etching and deposition. \n\nWith its revenue down by 19% in 2024, UMS returned to top-line growth of 4% in 2025. \n\nAccording to UMS, both of its key global customers are forecasting “robust” demand growth for 2026 and 2027, and expect multiple years of outperforming their targets going forward.\n\nHowever, UMS has to invest to take advantage of this demand. \n\nFree cash flow in 2025 fell to S$2 million from S$23 million the year before, because of an increase in inventories and higher capital expenditure to support its expansion in Penang, which is needed to ramp up future production.\n\nUMS’s semiconductor business is concentrated – the segment had revenue of S$215 million in 2025, and more than 50% of this was from sales to its largest customer.\n\nBoth of the company’s key customers are “important players” in the semiconductor advanced packaging space, which will benefit from increasing demand for high-bandwidth memory (HBM) chips.\n\nThis concentration has benefits. \n\nExploding demand for HBM chips has sent UMS’s share price soaring. \n\nAs of 4 August 2026, its share price has doubled year-to-date, with a gain of 108.3%. \n\nAEM Holdings (SGX: AWX) – The Testing and Manufacturing Solutions Provider\nAEM provides the semiconductor and electronics sectors with test solutions. \n\n\nAI chips are getting more complex, consuming more power, and have increasing application specificity. \n\nThese trends mean AI chips require new and more extensive testing methods.\n\nTo address these challenges, AEM’s technology enables customers to test a significantly larger number of devices simultaneously while maintaining precise and stable test conditions.\n\nThe company’s revenue in 2025 was driven by its Test Cell Solutions (TCS) segment, which accounted for 63% of overall revenue of S$399 million. \n\nTCS grew by 8.8%, faster than total revenue growth of 5%.\n\nNotably, TCS’s revenue growth is accelerating rapidly. \n\nIn the first quarter of 2026 (1Q2026), TCS revenue surged 72% year on year. \n\nAEM’s bottom line is also soaring, with 1Q2026 earnings per share 337% higher than a year ago.\n\nThis has been reflected in AEM’s share price, which was almost five times higher year-to-date (as of 4 August 2026). \n\nAEM’s business is relatively concentrated. \n\nIn 2025, one customer accounted for S$152 million in revenue, or 38% of overall sales. \n\nGoing forward, AEM expects its advanced thermal technologies, expertise in high-parallel test systems, and proprietary test instrumentation to continue setting it apart from competitors. \n\nRisks Investors Should Watch\nBefore putting all their chips on the table, investors should note that the semiconductor industry has traditionally been highly cyclical. \n\nAlthough many think that this AI-driven cycle is different, the recent sell-off in memory chip shares – which caused both UMS and AEM’s share prices to fall by over 8% on 28 July – is a reminder of the sector’s volatility. \n\nOne of the reasons for the sell-off was the fear that any delays in capital expenditure by the large hyperscalers may affect demand for chips, which will in turn reduce demand for the products and services of these Singapore semiconductor companies. \n\nUMS and AEM, in particular, are also exposed to a greater degree of customer concentration risk, since both are dependent on just one customer each for a significant portion of their revenues. \n\nFinally, elevated valuations leave less margin for error if demand disappoints.\n\nThese SGX-listed companies are trading at trailing 12-month price-to-earnings (P/E) ratios of 27.0x (Micro-Mechanics), 48.7x (UMS) and 154.4x (AEM) as at 4 August 2026.\n\nGet Smart: You Don’t Need to Own Silicon Valley to Benefit from AI\nThe AI revolution extends well beyond America’s largest technology companies.\n\nSingapore’s semiconductor ecosystem provides investors with exposure to one of the world’s strongest secular growth trends.\n\nBy focusing on quality businesses with strong industry positioning, investors can participate in the AI supply chain without necessarily buying the headline-grabbing US technology giants.\n\nIf you’re planning to put S$100,000 into dividend stocks, the highest yield on the list isn’t always the safest one. Some of those numbers come from companies stretching to keep the payout going, right before they cut it. Our private webinar shows you how to tell the difference and build that S$100,000 into a portfolio built to last. Seats are limited. Reserve your seat here.\n\nBig Tech is spending hundreds of billions on AI,  and the ripple effects are just beginning. Our new investor guide shows how AI is changing the way companies generate revenue, structure their business models, and gain an edge. Even if you already know the major players, this report reveals something far MORE important: The why and how behind their moves, and what it means for your portfolio. Download your free report now.\n\nFollow us on Facebook, Instagram and Telegram for the latest investing news and analyses!\n\nDisclosure: Silas H. owns shares in Micro-Mechanics Holdings.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}