By Stella Goh

AEMULUS eyes China opportunities to design and develop the Radio Frequency (RF) testers for China as they need to source externally RF testers and the intellectual properties that can help them to produce their RF testers. According to the Group Chief Executive Officer Ng Sang Beng, recently they have sold about US$900,000 worth of intellectual properties to their joint venture partner TMSS Co Ltd and China currently imports about US$300 billion worth of chips.

Currently, the China government wants to reduce it by 70% and it has set 2025 as the deadline to achieve the goal. In other words, China would need to source locally in the country about US$200 billion worth of chips, of which 5G RF chips from a significant portion. Therefore, China needs to buy more for RF testers. Besides, China also needs to acquire technologies to develop electronic design automation tools, front-end wafer manufacturing equipment, and integrated circuits. The opportunities are in China for those companies willing to share their technologies.

According to the University of Malaya Asia Europe Institute Senior Advisor Cheong Kee-Cheok, even before the Covid-19 pandemic, the growth of China has slowed down, and the growth was higher quality. China has also been moving towards online transactions faster than US and China tensions, there was no real economics behind the call for decoupling China and US. As the value-added imparted to the supply chain to China has fallen, they have a lot of catching up to do so.

According to the Special Investment Advisor to the Chief Minister of Penang,  Datuk Seri Lee Kah Choon, Malaysia needs to determine whether it has the capacity and the capability to absorb what Chinese want to invest. He said they need to position themselves in the niche market and focus on low volume and high-mixed product business. In 2021, Lee was very optimistic about the future as they have technologies with excellent growth potential such as artificial intelligence, automation electric vehicles, 5G and renewable energy.

Join us now in stockpick2u and we will share our views on the company and details of shareholders’ meeting.

-------------------------------------------------------------

Stockpick2u
https://www.stockpick2u.com/plans-pricing
 

Please contact us：
012-6644 828

WhatsApp link:
https://bit.ly/33pEKcS

Website: www.stockpick2u.com

Facebook: https://www.facebook.com/stockpick2u/?ref=bookmarks

Services: General Meeting Information, Company Fundamentals Sharing

Disclaimer:

The above data are purely based on personal views. The content above does not contain any trading advice, and only can be used as learning and information purposes. Please analyze by yourself, understand the risks, and discuss the nature of investment with professional financial advisors.

Stockpick2u is not responsible for any accuracy, completeness, correctness, validity of any shared content and opinion. All misunderstandings, errors, omissions, delays in information are not responsible for any loss incurred.