• Value creation strategy: Shareholder value is driven by an unrelenting focus on growth, which requires continuous adaptation to the changing business environment and selecting the right sectors.
• Semiconductor business tailwinds: Heightened global supply chain risks and diversification away from single-country sourcing are driving international clients to approach the group's upcoming OSAT semiconductor venture in India.
• Semiconductor manufacturing timeline: The group plans to start semiconductor manufacturing next year, meaning emerging supply constraints like the helium shortage have no immediate impact on operations.
• Supply chain alignment: Amid fragmenting global trade policies, companies can no longer rely on single-nation alignments and must maintain flexible partnerships across multiple regions for both sourcing and sales.