UMS Integration - UOB Kay Hian 2025-10-29: Continued Production Ramp-up For New Customer But Order Slower Than Expected

• UMS Integration (SGX:558) continues to ramp up production for its new semiconductor customer and has successfully resolved most of the production issues including labour shortage, materials shortage, qualification processes for new products, etc.
• - Read this at SGinvestors.io -

Slower-than-anticipated pull-in of orders.

• UMS has built up sizeable inventories and is waiting for its new customer to pull-in more orders in the coming quarter as pull-in of order has been slower than anticipated. However, UMS is hopeful that its new customer should start pulling in more orders in the coming quarters.

UMS expects brighter long-term prospects.

• - Read this at SGinvestors.io -
• UMS sees itself as a key beneficiary of the global chip sector rebound as well as the rising shift in global semiconductor supply chains to the region – especially Malaysia and Singapore, where its two key customers have committed to major expansion plans.

Growth in total semiconductor manufacturing equipment sales is set to reach a new industry record.

• Read more at SGinvestors.io.

Above is an excerpt from a report by UOB Kay Hian Research.
Clients of UOB Kay Hian may be the first to access the full PDF report @ https://www.utrade.com.sg/.

Read also UOB's most recent report:
2025-11-11 UMS Integration - 3Q25 Results Below Expectations; Expect Gradual Improvement.

Price targets by other brokers at UMS Target Prices.

Listing of research reports at UMS Analyst Reports.

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UMS Dividend Payout Dates & Corporate Actions,
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