UMS Holdings

[BlueKelah]

DK : there is always an argument to be made about relying on a single major client.

However this result alone does not show the danger of relying heavily on one major client for orders. Even if UMS had multiple customers ordering parts from them, like Tokyo Electron, Lam Research, etc..., business would still have been similarly affected by any softening in the semicon sector since this is the sector where UMS operates in. "Receding tide grounds all boats"

Unless suddenly AMAT goes bankrupt or loses its market share or cancels its contract with UMS, all very unlikely scenarios, then it will show the danger or replying on a single customer.

-N V-