The world is facing an acute shortage of semiconductors, and companies like AEM Holdings Ltd (SGX: AWX) may stand to benefit. But is it time to buy? That’s the question we asked last month. Now, we have received an answer from Temasek. Demand for electronic devices continues to escalate leading to a shortage in semiconductors. With surging demand for microchips and a ramp-up in production capacity by reputable chip manufacturers, it was only a matter of time before business trickled down to AEM. What we did not expect was that Temasek Holdings, a Singapore investment company that invests in a mix of listed and unlisted businesses, would show an interest in the group. For context, Temasek chalked up an 8% annual return over the past 20 years and is well-known not just for its steady and consistent investment strategy but also for its eye for strong businesses. AEM announced last week that Temasek is set to become the group’s largest shareholder after a placement exercise....