Greater Need for Deep Engineering Capabilities Post-pandemic
This article reflects the opinion and analysis as well as information collated by AE Research Management Sdn Bhd, and does not constitute an investment advice or recommendation Recent pandemic, ensuing supply chain crises as well as geopolitical tensions have amplified structural issues that the world economy will have to grapple with for many years to […]
Pivotal Technologies for Zero Emission
This article reflects the opinion and analysis as well as information collated by AE Research Management Sdn Bhd, and does not constitute an investment advice or recommendation Stocks associated with fossil fuel have been derated to distressed valuations, due in part to the wholesale shift towards ESG-focused investing by global investors in recent years. Yet, […]
Semiconductor Technologies – Wafer Testing, Dicing and Grinding
This article reflects the opinion and analysis as well as information collated by AE Research Management Sdn Bhd, and does not constitute an investment advice or recommendation From the exponential rise in stock prices of EUV (extreme ultra-violet) semiconductor equipment makers since 2018, one would surmise that EUV lithography is the long-awaited quantum leap in […]
Instrumentation Technology for Precision Medicine
This article reflects the opinion and analysis as well as information collated by AE Research Management Sdn Bhd, and does not constitute an investment advice or recommendation Recently, the US FDA approved aducanumab, a monoclonal antibody drug developed by Biogen Inc and Eisai Co Ltd to treat Alzheimer’s disease in early state patients, the first […]
Oil & Gas Revival
This article reflects the opinion and analysis as well as information collated by AE Research Management Sdn Bhd, and does not constitute an investment advice or recommendation Oil and gas prices could be well supported in the next 5+ years by a confluence of supply and demand side factors. On the demand side, fuel consumption […]
Improving the Returns on Drug Development
This article reflects the opinion and analysis as well as information collated by AE Research Management Sdn Bhd, and does not constitute an investment advice or recommendation Pharmaceutical companies spend heavily on R&D – the equivalent of 15-20% of revenue are not uncommon. Yet until recently, there has been continual decline in R&D efficiency since […]
Newer Frontiers in Agriculture Technologies
This article reflects the opinion and analysis as well as information collated by AE Research Management Sdn Bhd, and does not constitute an investment advice or recommendation. The world population continue to increase but land area cultivated has been stagnant for the past 50+ years, resulting in declining cultivated area per capita (chart 1). This […]
Light & Photonics Sciences Applications
This article reflects the opinion and analysis as well as information collated by AE Research Management Sdn Bhd, and does not constitute an investment advice or recommendation Light Sciences Basic In the electromagnetic spectrum, light waves typically refer to the zone encompassing X-ray, ultraviolet, visible light, and up to the infrared territory (see graphic). This […]
Robotics and Industrial Automation
This article reflects the opinion and analysis as well as information collated by AE Research Management Sdn Bhd, and does not constitute an investment advice or recommendation An area of investment interest to AE Research Management is industrial productivity – robotization and smart factory. Robotics Engineering Demand for robots remain on secular rise of 7% […]
Semiconductor Scaling Challenges
This article reflects the opinion and analysis as well as information collated by AE Research Management Sdn Bhd, and does not constitute an investment advice or recommendation Semiconductor Technology Roadmap During the mid-1980s, semiconductor node (traditionally defined as half the separation between two metal lines) was 1000 nm. For every subsequent 1.5 years or so, […]