S-chips

Scarcity has shifted, not disappeared: The premise of AI abundance needs sharper evidence

The Kospi has gained 78% this year, versus a 7% gain for the MSCI World Index of global developed market stocks, and a 23% increase in the MSCI Emerging Markets Index.

South Korea’s chip surge hides the market’s vulnerabilities

Attendees walk past AI signage at the Canton Fair trade event in Guangzhou.  Despite China’s manufacturing prowess, it is far from being a tech leader across the board, says the writer.

The world wants Chinese tech. China is determined to keep it

The new wave of S-chips must have a market cap of at least S$1 billion and raise at least S$200 million or 10% of their market cap.
THINKING ALOUD

The second coming of S-chips is different

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

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

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

Three AI investment opportunities outside the indices

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

Megaspeed's office is located at Ocean Financial Centre.

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

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