新加坡半導體藍籌財報報喜：Venture上半年淨利增5.6%，AI復甦拐點確立
新加坡半導體藍籌創業公司（Venture Corporation）公佈2026上半年業績，淨利按年增長5.6%至1.193億新元，中期股息上調20%至每股30分。在AI資料中心與半導體設備需求帶動下，集團終於走出連續三年負增長的寒冬。本文深入解讀財報亮點、業務結構轉變與新加坡半導體板塊的投資啟示。...
2026-08-06
高盛力挺半導體行情：AI盈利能見度高，估值溢價仍有支撐
高盛最新報告指出，半導體行業在AI基礎設施需求的強勁推動下，盈利能見度持續提升，當前估值溢價具備基本面支撐。新加坡半導體藍籌股表現亮眼，本文深入解析全球半導體行情的估值邏輯與投資機會。...
2026-08-05
Silicon Photonics Enters Commercialization Year: SGX Semiconductor Blue Chips Open New AI Computing Frontiers
As AI computing demand nears the physical limits of Moore's Law, silicon photonics hits a commercialization tipping point in mid-2026. Global tech giants are rapidly adopting Co-Packaged Optics (CPO) ...
2026-08-04
Chip Export Control Escalation Reshapes Global Semiconductor Landscape, Singapore Blue Chips See Order-Shift Opportunities
Japan and the Netherlands announced further tightening of semiconductor equipment export controls, accelerating the global chip supply chain restructuring. With its robust industrial ecosystem and pol...
2026-08-01
Chip inventory correction nearing end, Singapore semiconductor blue chips present buying opportunity
Global chip inventory correction is entering its final phase, with multiple research institutes forecasting solid semiconductor demand recovery in H2 2026. Singapore semiconductor blue chips such as U...
2026-07-31
Texas Instruments adds S$5B Singapore analog chip fab to deepen local semiconductor presence
Texas Instruments announced S$5B investment in Singapore analog chip fab, targeting 2029 production. This strengthens Singapore's global semiconductor supply chain role and boosts SGX blue-chip semico...
2026-07-30
Wafer Foundry Capacity Utilization Rebounds to 90%: TSMC Expands Singapore Plant, Blue-Chip Stocks Gain New Momentum
As of July 29, 2026, global wafer foundry capacity utilization has steadily rebounded to 90%, with TSMC accelerating its Singapore plant expansion, boosting semiconductor blue-chip stocks on the SGX. ...
2026-07-29
Global semiconductor sales grow for fifth straight quarter, AI and memory demand drive recovery
According to WSTS, global semiconductor sales rose 18.7% YoY in Q2 2026, the fifth consecutive quarter of growth, driven by AI chips and memory demand. Singapore, a key semiconductor manufacturing hub...
2026-07-28
Semiconductor Equipment Boom: Applied Materials Record Earnings, Advanced Process Expansion Accelerates
Applied Materials Q3 FY2026 revenue exceeded $12B, up 28% YoY, driven by TSMC, Samsung, Intel 3nm/2nm expansion. Global equipment market estimated at $150B by 2027; Singapore suppliers like UMS, AEM l...
2026-07-26
US stocks close: Risk aversion heats up, chip sector sees another sell-off; Dow and Nasdaq fall nearly 2%
On June 10, 2026, US stocks closed broadly lower. The Dow and Nasdaq fell nearly 2%, while the S&P 500 and Nasdaq hit new multi-week lows. Escalating Middle East geopolitical tensions and a higher-tha...
2026-06-11
