🟢 AEM Holdings is trading 4.4% up today as it rebounds from a semiconductor sell-off tied to TSMC capex

AEM Holdings is trading 4.4% up at SGD 9.02 as the stock rebounds from a sharp semiconductor sell-off linked to Taiwan Semiconductor Manufacturing Company’s (TSMC) higher capital expenditure plans.

• The stock had previously fallen 5.8% to SGD 8.64 as part of broader weakness in chip and AI-related names following TSMC’s expanded spending guidance.
• Today’s price action appears to be a partial recovery in market sentiment rather than a result of a fresh company-specific catalyst.