$SGX-AWX AEM (SGX) just finished its AGM, I was not able to join but will try n get takeaways from fellow investors & share in Stockbit.

Anyhow, there's this pre AGM Q&A which had been published, which has some good insights.

I personally thought these portions interesting.

** AEM's 'test 2.0' is a more cost efficient method of test economics, able to test / have coverage beyond what is currently achievable with traditional ATE. What more, their products can be repurposed to address adjacent markets like SiC / GaN, etc...

"High-end device segments such as computing, mobility, and automotive require test coverage beyond what is currently achievable with traditional Automated Test Equipment (“ATE”) and their existing back-end test flow. The requirement to supplement back-end test with System Level Test and the resultant change in test economics is forcing manufacturers to rethink their back-end test flow and look to a Test 2.0 paradigm to realise a more cost-efficient method of test, regardless of the age of existing ATE."

** AEM mentions that outlooks is 'very positive' by way of customer Intel's significant investment, as well as new customer wins developing / in stages which is according to plan.

cc: @wsoh @ValinV @zhengyou0705 @mengteck @Jinnsern @FIRLGuys @khaijiunnlim @asheryap @JXWK0116 @zhexiangxd @Jay888