Singapore Tech Stocks - DBS Research 2026-03-20: AI Tailwinds At A Discount; Upside Remains Intact

Singapore Tech Stocks: AI Tailwinds Support Further Upside

Published:
AEM (SGX:AWX) | SGinvestors.io
  • Multi-year semiconductor upcycle intact, led by memory, agentic AI, and hyperscaler capex. We favour semiconductor plays UMS and AEM and Frencken with iFAST as a defensive hedge.

Singapore Tech upside remains intact

  • - Read this at SGinvestors.io -
  • - Read this at SGinvestors.io -

Singapore tech next in line for the AI run.

  • Read more at SGinvestors.io.



Above is an excerpt from a report by DBS Group Research.
Clients of DBS may access the full PDF report @ https://www.dbs.com/insightsdirect/.



Lee Keng LING DBS Group Research | Fang Boon FOO DBS Group Research | Amanda TAN DBS Group Research | https://www.dbs.com/insightsdirect/ 2026-03-20



More views on outlook of manufacturing / technology sector:
Analyst Reports on Singapore Manufacturing & Technology Sector






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