8/10/2023 0 Comments Uopilot v2.17 free downloadWhen we last left of in the AEM Part 1 report, we saw that AEM Holdings was a key supplier of advanced semiconductor testing equipment to Intel. It is possible to draw a parallel between AEM today and early Netflix - where the latter managed to leapfrog its legacy Cable competitors by demonstrating strategic foresight in a disrupted industry, eventually becoming their equal. Singapore’s sovereign wealth fund Temasek recently acquired a 10% stake in AEM - with a former Applied Materials veteran who worked there for 23 years serving on its management team. While AEM’s semiconductor testing industry has historically been a commoditized one, this is beginning to change due to the engineering limits of Moore’s Law at the leading-edge - and AEM is perfectly poised to capture a slice of the pie amidst industry disruption. Click this image to visit AEM Holdings’ websiteĥ0% of AEM Holdings’ historical revenue is recurring in nature - as an Intel proxy, it is poised to benefit from the upcoming geopolitical wars as explained in Part 1.
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