How UMS could benefit from Applied Materials’ acquisition

It could be the only Singapore proxy to gain from this.

According to OSK, Applied Materials (AMAT)’s acquisition of Tokyo Electron Ltd will make it a dominant player in the chip equipment manufacturing space.

Currently, UMS is a key supplier to AMAT, with its strength residing in its wafer handling platform, helping AMAT with the assembly of the latter’s Endura system.

While OSK does not expect UMS to immediately gain from this, it sees it as the sole Singapore proxy to ride on this landscape-changing event.

Here's more from OSK:

Gartners ranks AMAT and TEL No.1 and No.3 respectively in the semiconductor manufacturing equipment industry in terms of worldwide market share last year.

The combined entity boasts a worldwide market share of 26%, twice that of its second largest competitor, ASML. The consolidation will, in turn, benefit AMAT’s key suppliers which now will have an expanded customer base to work on.

If you've been wondering whether SBR could work for your company — yes, probably.

A lot of the companies we partner with started as readers. They'd been following our coverage for a while, saw their own customers and competitors in it, and eventually asked the obvious question: could we do something with you? The answer is usually yes. The shape of it depends on what you're trying to do.

The options are broader than most people assume — thought leadership articles, sponsored content, industry summits across Southeast Asia, regional awards programmes, podcasts, and media placements in print and digital. Some partners use one channel; most use a mix. We figure out the right combination by starting with your brief, not with our rate card.

So if the question has been on your mind, here's the easy way to ask it.

We'll tell you honestly whether we can help, and how. It's a better use of everyone's time.

Book a meeting

| Or download the media kit (PDF)

240,000 senior readers quarterly in print Top 1,700 Singapore companies reached

7 markets across Southeast Asia