AWX.SI is trading 8.5% up now at SGD 10.49 as investors rotate back into semiconductor test names and renew bets on the company as a key AI infrastructure proxy in Southeast Asia.

  • The move follows a multi-day pullback in global semiconductor shares and builds on a massive 2026 rally driven by AI and high-performance computing demand.
  • Despite the rebound, market concerns remain regarding thin margins and the sustainability of the stock's roughly 460% year-to-date surge.