- 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.














