AI And HPC DemandDemand from its major AI/HPC customer remains robust and, based on current visibility, revenue contribution is anticipated to grow significantly yoy in FY26F.
Customer WinsAEM announced several customer wins, including the AMPS-BI product for next-generation data centre devices and the PiXL thermal management solution for an AI customer.
Revenue GrowthAEM reiterated its 2H25F revenue guidance of S$170m-190m, with performance expected to reach the upper-end of its guidance.