S-chips

THINKING ALOUD

The second coming of S-chips is different

SGX is again exploring the possibility of attracting Chinese companies, but this time the strategy is far more targeted

Taiwan, Japan and South Korea dominate critical segments of semiconductor manufacturing, advantages that rest not on software alone, but on decades of accumulated engineering expertise.

Economic power is returning to the physical realm

Why hardware, not software, is eating the world

SGX RegCo CEO Tan Boon Gin says the China Securities Regulatory Commission adds another "level of scrutiny" to the Chinese companies looking to list in Singapore.

‘Really different’: SGX RegCo’s Tan Boon Gin looks to exorcise S-chip ghosts

The regulator’s chief is confident that the ‘second’ coming of Chinese listings will not lead to a repeat of corporate governance scandals

Chinese EV players such as BYD have transformed their brands and quality levels.

Three AI investment opportunities outside the indices

For those concerned about an AI bubble, the answer is not to retreat from global equities, but to look beyond the giants

Jensen Huang, Nvidia’s boss, does not seem especially worried about Google's TPUs. He is betting on flexibility – and while Nvidia no longer looks as invulnerable as it once did, its strength should not be underestimated.
THE BOTTOM LINE

Google has pierced Nvidia’s aura of invulnerability

But the search giant’s custom chips may prove tricky for others to adopt

Megaspeed's office is located at Ocean Financial Centre.

Megaspeed, Singapore firm at centre of US Nvidia chip probe, goes dark

[SINGAPORE] The streets outside the Central Business District were bustling with the lunchtime crowd. But on the seventh floor of Ocean Financial Centre, one office stood out for its silence.

A Morningstar Equity research report notes the global semiconductor sector's upbeat outlook, on the back of booming AI demand and recovery from 2024's cyclical downturn.

AEM, UMS, Frencken lead semiconductor stock surge; robust weekly gains ride on domestic, global tailwinds

A buoyant sector outlook and pushback against tariff threats are among developments that could prove favourable for chipmakers

Broadcom engineers and executives concluded that Intel's manufacturing process known as 18A is not yet viable to move to high-volume production.

Intel manufacturing business suffers setback as Broadcom tests disappoint

Intel’s contract manufacturing business was launched in 2021 as a key part of chief executive Pat Gelsinger’s turnaround strategy

TSMC, the world’s largest contract chipmaker, says its majority-owned unit Japan Advanced Semiconductor Manufacturing in Kumamoto will build a second fabrication plant in response to rising customer demand.

TSMC to build second Japan chip factory, raising investment to US$20 billion

Taiwanese chipmaker TSMC said on Tuesday (Feb 6) it will build a second Japanese plant to begin operation by the end of 2027, bringing total investment in its Japan venture to more than US$20 billion ...

These firms have obligations to shareholders, so the investment would be conditional on development of a renewables regime in Vietnam.

15 chips firms eye US$8 billion Vietnam investment, says US official

Fifteen chips companies have expressed interest in investing US$8 billion in Vietnam, contingent on the country’s commitment to renewable energy, a visiting senior US official said on Friday (Jan 26).