semiconductors

Asia’s AI hardware bet has a financing problem

The region can build AI data centres, but the tougher question is how to pay for the GPUs inside them

An Apple contract gives Intel a steady demand and boosts both its reputation and its manufacturing business.

Trump says Apple to partner with Intel on US chip design, production

The partnership helps Apple to diversify its manufacturing base as it seeks additional chip capacity

Electronics accounts for roughly one-third of Singapore’s manufacturing output, and its sustained strength underscores the continued support from artificial intelligence-driven semiconductor demand.
INVESTING GLOBALLY & PROFITABLY

Why Singapore’s manufacturing story holds

Sector-level margin pressure appears more manageable than the headline cost data initially suggests

Iluvatar CoreX is expected to ship at least 50,000 chips to ByteDance this year and most of them will be used for inference workloads.

ByteDance in talks with China’s Iluvatar CoreX to purchase AI chips: sources

The potential deals demonstrate that efforts by Chinese chipmakers to offer alternatives to foreign AI chips are gaining traction

Economists expect growth in Singapore exports to persist in the months ahead, with sustained outperformance of the electronics and semiconductor segments.
NEWS ANALYSIS

Chips still king of Singapore exports amid non-tech upswing in Asia

The Republic produces one in 10 chips globally and one in five pieces of semiconductor equipment

Nvidia CEO Jensen Huang introduces the Vera Rubin architecture during a keynote speech on the sidelines of the Computex trade show in Taipei on Jun 1.

Nvidia begins Vera CPU sales pitch to Chinese clients: sources

The company is quickly pivoting to the new product to revive its rapidly declining fortunes in China

RAM chips that sold for US$100 six months ago are an “insane” US$300 now, so customers may be better off just buying a new computer.

AI boom drives memory chip prices to ‘insane’ levels in US, adding to inflation pressures

Software and computer accessories are up a record 14.5% in May from a year earlier

Taiwan, however, does not consider unauthorised AI chip exports to China to be a crime.

Taiwan eyes curbs on AI chip sales to China to align with US

Leaders in Taipei have already expressed discomfort restricting an industry that’s made Taiwan the world’s fifth-largest stock market

Google has been pushing to make its in-house AI chips a viable alternative to Nvidia’s dominant GPUs.

Alphabet taps Intel to make three million in-house chips: report

The chipmaker has secured billions of US dollars of investments from the Trump administration, Nvidia and SoftBank