In-depth analysis of the global wafer foundry capacity landscape changes in the AI era, focusing on how Singapore semiconductor blue-chip stocks respond to capacity challenges and opportunities brough...
2026-08-26
In-depth analysis of the latest breakthroughs in advanced process technology in Singapore's semiconductor industry, exploring the technological layouts of TSMC, Samsung, and Intel in Singapore, and ho...
2026-08-13
In-depth analysis of the strategic layout behind Singapore's local wafer fab expansion, exploring the capacity revolution and investment opportunities driven by AI computing power demand, and interpre...
2026-08-12
Singapore's local wafer fabs are entering a historic expansion period. Driven by the explosive demand for AI computing power and global supply chain restructuring, Singapore's semiconductor industry c...
2026-08-09
新加坡政府近期宣佈一項總額達120億新元的半導體產業振興計劃,涵蓋晶圓廠擴建、先進封裝研發及人才培育三大主軸。此舉不僅鞏固新加坡作為全球半導體供應鏈關鍵節點的地位,更為新交所半導體藍籌股注入全新成長動能。本文深入剖析政策內涵、產業背景及受惠個股,協助投資者掌握這一波由國家戰略驅動的投資契機。...
2026-08-02
RISC-V open instruction set architecture has risen rapidly recently, attracting tech giants like Google, Qualcomm, and Alibaba. In July 2026, RISC-V International released new specs; ecosystem maturin...
2026-07-28
In July 2026, global wafer foundry giants entered a critical phase in 2nm competition. TSMC, Samsung, and Intel announced latest production progress. Governments increased subsidies, supply chain rest...
2026-07-26
The semiconductor industry is in a cyclical recovery phase, with global market size growing steadily and a clear demand rebound trend. Domestic substitution policies continue to drive progress, and ne...
2026-07-24
International oil prices have fallen from highs, heightening risk aversion, and funds are moving heavily into Singapore REITs. REITs have regained favor as market darlings due to stable yields and inf...
2026-06-23
Micron Technology's Q3 FY revenue beat expectations, revealing a structural shift in the storage supply chain during AI infrastructure buildout. 16 long-term agreements, a $100 billion guaranteed reve...
2026-06-25