- 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
