Semiconductors

ByteDance, Alibaba, Tencent place over US$35 billion worth of Nvidia chip orders

2026-10-20T09:42:02.000Z
On the SGX, UMS (logo pictured), AEM and Frencken offer the most direct exposure to the semiconductor cycle from different angles.
INVESTING GLOBALLY & PROFITABLY

Upcycle is intact for Singapore semiconductor stocks despite sharp sell-off

2026-10-20T07:35:31.000Z
Japan will invest up to US$21 billion to build two chip factories in New York state, under a deal announced last week by GlobalFoundries.
NEWS ANALYSIS

As Japan pursues a chip-industry reboot, it’s being pressed to build America’s

2026-10-20T06:13:01.000Z
China launched the World Artificial Intelligence Cooperation Organization in July.

The real purpose of Waico, China’s AI club

2026-10-19T23:00:00.000Z
Mi Material CEO Kevin Tan (left) with the company’s executive director Heng Kok Lin.

Mi Material focusing on ‘things that we can control’ as it launches S$215 million SGX IPO

2026-10-19T13:56:37.000Z
Some margin traders risk being forced to close out their positions at a lower price than they bought in.

Kioxia shares face headwinds from margin-buying gone wrong

2026-10-18T23:38:19.000Z
The recent weakness in the Philadelphia Semiconductor Index came after growing concerns over potential intensifying competition, capital constraints and tightening lender exposure. 

Philadelphia Semiconductor Index’s bullish momentum stalling

2026-10-18T23:00:00.000Z
The stakes are particularly high for Asian equities, where the AI build-out has become a dominant investment theme.

AI funding fears puncture rally in Asia’s high-flying picks-and-shovels stocks

2026-10-18T01:49:30.000Z
Is there a widening chasm between AI infrastructure hype and actual cash flow generation?

Higher for longer is testing Asia’s AI trade

2026-10-16T09:46:00.000Z
The global chip-stock sell-off has deepened despite positive results for Dutch giant ASML.

S'pore semiconductors’ slide continues as global chip-stock rout deepens

2026-10-15T10:09:08.000Z