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Maybank Kim Eng Research analyst Lai Gene Lih says that stocks such as UMS Holdings and AEM Holdings are not only unlikely to face disruptions from the Covid-19 pandemic, but are also poised to thrive on strong outlooks from their key customers.
Nair says the semiconductor industry is entering a new era of “highly complicated” multifunctional chips. If AEM can keep up with the industry shift, the company will be kept busy for the next five to seven years.