---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000749182.md"
description: "I think UMS, Frencken and AEM will benefit from the chip supercycle. There is no guarantee AI will deliver sustainable profits but the danger of not joining in and being left behind is real and everyone is jumping onto the bandwagon. For the short term at least, more money being poured into R&D ensures the order books of these companies will be great."
datetime: "2026-06-18T14:26:33.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000749182.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000749182.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000749182.md)
author: "[Dacai](https://longbridge.com/en/profiles/25291267.md)"
generator: "portal-rs"
---

# I think UMS, Frencken and AEM will benefit from th…


### Related Stocks

- [E28.SG](https://longbridge.com/en/quote/E28.SG.md)
- [AEM.US](https://longbridge.com/en/quote/AEM.US.md)
- [558.SG](https://longbridge.com/en/quote/558.SG.md)
- [AWX.SG](https://longbridge.com/en/quote/AWX.SG.md)
- [XWA.SG](https://longbridge.com/en/quote/XWA.SG.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**