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I suppose we can do a ACRA search to find out the latest shareholdings ?

orangekun Wrote:I suppose we can do a ACRA search to find out the latest shareholdings ?

Hello fellow orange

The records in acra are updated at best from the agm submission yearly.

It will not be latest.

No point spending the extra $5 and gst

(23-06-2014, 09:46 AM)orangekun Wrote: [ -> ]I suppose we can do a ACRA search to find out the latest shareholdings ?

I never did a check for listed company before, but I think you can only see the names of the trustee/custody, example CDP, HSBC trustee etc, but not the bene owners behind.

Wearable device shipments to surge in 3Q14

Aaron Lee, Taipei; Joseph Tsai, DIGITIMES [Monday 23 June 2014]

Wearable device shipments are expected to surge in the third quarter as most vendors have decided to launch devices during the quarter. Vendors which originally planned to release products in the first half, have also postponed their plans as they wait for the market or product designs to mature, according to sources from the upstream supply chain.

Vendors including Apple, Samsung Electronics, Epson, Sony, Acer, Asustek Computer and Adidas have already prepared or launched wearable devices for the third quarter. Upstream chip supplier Qualcomm will also join the competition with devices.

Upstream partners such as ODMs Foxconn Electronics (Hon Hai Precision Industry), Pegatron Technology, Quanta Computer and Inventec; and component suppliers Chenming Mold, Shin Zu Shing (SZS), Catcher Technology, Foxlink, Winbond, ISSC Technologies and Faraday Technology are also optimistic about business opportunities from wearable devices.

The sources pointed out that most wearable devices will enter mass production in August to meet year-end holiday demand.

Vendors, which did not decide to enter the wearable device market until recently, are seeing their orders delayed due to upstream suppliers' fully-booked capacities.

With Apple's iWatch expected to enter mass production in the second half and trigger a new wave of wearable device demand, some market watchers believe the iWatch will enjoy about four million unit sales in 2014 and will see rapid growth in the future.

http://www.digitimes.com/news/a20140623PD204.html
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Applied Materials to Host Analyst Briefings on Monday, July 7

SANTA CLARA, Calif., June 23, 2014 - Applied Materials, Inc. will hold its 2014 Analyst Briefing on Monday, July 7, in San Francisco, California. Presentations by Applied's management team will begin at 1:30 p.m. PT (4:30 p.m. ET) and conclude at approximately 4:30 p.m. PT. The presentations will include discussions of Applied's industry and business outlooks, strategies, opportunities, products and financial performance.

Scheduled to present at the Applied Materials Analyst Briefing are Gary Dickerson, President and CEO; Dr. Randhir Thakur, General Manager, Silicon Systems Group; Ali Salehpour, General Manager, Applied Global Services and Growth Markets; and Bob Halliday, CFO.

The company also plans to participate in a joint briefing with executives of Tokyo Electron Limited at 5:00 p.m. PT to discuss the companies' planned merger.

The presentations and related materials will be available via a live video webcast on the company's investor relations website at http://www.appliedmaterials.com/company/...-relations, and a replay will remain available for at least three months.

http://investors.appliedmaterials.com/ph...&highlight=
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28 lots were bought in by SGX/cdp today - someone "over-sold" his/her position ?

http://infopub.sgx.com/FileOpen/Buying-I...eID=302306

(vested)

JUNE 24, 2014 , IC Insights

IC Manufacturers Close or Repurpose 72 Wafer Fabs from 2009-2013
150mm wafer fabs take the brunt as suppliers strive for greater efficiency; more fabs on the bubble in 2014.

Semiconductor manufacturers closed 72 wafer fabs between 2009-2013 and another nine fabs are slated to close in 2014, according to data recently compiled, updated, and now available in IC Insights’ Strategic Reviews online database and the Global Wafer Capacity 2014 report.

Since mid-2007, the IC industry has been paring down older capacity (i.e., ≤200mm wafers) in order to produce devices more cost-effectively on larger wafers. A few fabs have been refurbished for production using larger wafers or for production of “non-IC” products. One example is a 300mm wafer fab operated by Sony that closed, but was retrofitted and has returned to service manufacturing image sensors for the company. Figure 1 shows that 40% of fab closures since 2009 have been 150mm fabs. Qimonda was the first company to close a 300mm wafer fab after it went out of business in early 2009. ProMOS and Powerchip closed their respective 300mm wafer fabs in 2013.....................................................................

http://www.icinsights.com/data/articles/...ts/690.pdf

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Applied Materials Announces Stockholder Approval of its Proposed Combination with Tokyo Electron

SANTA CLARA, Calif., June 23, 2014 - Applied Materials, Inc. (NASDAQ: AMAT) announced today that its stockholders have approved its proposed business combination with Tokyo Electron Limited (TSE: 8035).

Approximately 99 percent of the shares voting at the Applied Materials special meeting of stockholders voted to adopt the parties' Business Combination Agreement, dated September 24, 2013, as amended. This represents approximately 78 percent of shares of the company's common stock outstanding as of the May 9, 2014 record date for the meeting.

"Today's strong show of support underscores the value our merger brings to stockholders," said Gary Dickerson, President and CEO of Applied Materials. "The combination will enable us to accelerate development of breakthrough products to solve our customers' high-value problems better, faster and at lower cost."

Applied Materials and Tokyo Electron are joining together to create a new global innovator for the semiconductor and display industries. This combination brings together complementary leading technologies and products to create an expanded set of capabilities in precision materials engineering and patterning.

The closing of the business combination remains subject to customary conditions set forth in the Business Combination Agreement, including review by regulators in various countries. Applied Materials expects the transaction to close in the second half of 2014.

http://investors.appliedmaterials.com/ph...&highlight=

(vested)

Lately UMS seems to find some support at 46~47cts as major stake holders stop selling. Hopefully we can see a turn around soon.

UMS has most likely bottomed.

twsoon Wrote:UMS has most likely bottomed.

And likely to stay sideways for some time until clarity of the company can be seen

Wafer foundry houses to benefit from rising wearable device market

Josephine Lien, Taipei; Steve Shen, DIGITIMES [Wednesday 25 June 2014]

Wafer foundry houses including Taiwan Semiconductor Manufacturing Company (TSMC) and United Microelectronics Corporation (UMC) are expected to benefit from the rise of the wearable device market, according to industry sources.

Since the production of wearable devices requires a number of IC parts, including analog ICs, sensors, power management (PWM) ICs, low-power memory chips, MEMS components and MCUs, demand for foundry services is set to increase robustly soon, particularly after Apple releases its much-awaited iWatch, said the sources.

TSMC, which boasts a comprehensive range of manufacturing processes, is expected to benefit most from the rising sales of wearable devices since the production of IC parts needed for these devices are mostly tailored made by special processing nodes, indicated the sources.

Additionally, since most ICs used in wearable devices can be made on 8-inch wafers, other foundry houses including UMC, Vanguard International Semiconductor (VIS) and Semiconductor Manufacturing International Corporation (SMIC) will also land windfall orders from the wearable device segment.

http://www.digitimes.com/news/a20140625PD204.html
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TSMC to operate at full capacity in 2H14

Josephine Lien, Taipei; Steve Shen, DIGITIMES [Tuesday 24 June 2014]

Taiwan Semiconductor Manufacturing Company (TSMC) will operate at full capacity in the third and fourth quarters, with revenues generated from 20nm processes to account for 10% of total revenues in the third quarter and rise to 20% in the fourth, according company chairman Morris Chang.

The global semiconductor industry is expected to grow 3-5% annually in the next five years, but TSMC's growth rates will be higher than the industry average, Chang said at the company's latest shareholders meeting.

TSMC's wafer production reached 15.67 million 8-inch equivalent wafers in 2013 compared to 14.04 million units a year earlier, said the company, adding that 40/45nm and below processes currently account for 50% of TSMC's total revenues.

TSMC currently has a total of over 20 tape-out clients for its 16nm FinFET process, the company noted.

Meanwhile, TSMC plans to set up a special R&D unit, which will be powered by 300-400 technicians, to develop 10nm processes, aiming to push the process into trial production in 2015 and mass production in 2016.

http://www.digitimes.com/news/a20140624PD214.html

(vested)

Something we will not know is whether Applied Materials will continue to pare down its stake. And whether if doing so, will they pull out the business with UMS. So one thing to monitor is any news from Applied Materials about on this.