When one country’s chip and computing hardware shipments become a primary growth engine for its entire export machine, every AI spending cycle lands squarely on Beijing’s trade balance. The leverage…
chip
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FinkAvenue/iStock Editorial via Getty Images Samsung Electronics (SSNLF) has inked a memorandum of understanding to provide Broadcom (AVGO) with memory and foundry chips through 2030 in a deal worth more…
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Money goes to hardware makers who deliver now while hyperscalers pay years ahead. Capex flood creates short term pain but hopes for 2027 payoff. Math does not math if 7.6…
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Elon Musk is expected to appear virtually at ASML’s (ASML) annual technology conference on Thursday, where he is expected to discuss Terafab, his proposed semiconductor manufacturing venture aimed at supplying…
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“Even a little bit of China disappointment is enough to cause ripples throughout the industry,” an analyst says.
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What happened? The Singapore stock market has carried its momentum into 2026. The Straits Times Index recently reached a new all-time high, exceeding the 5,000 mark. This follows a strong…
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What happened? Singapore’s stock market has kicked off 2026 on a strong note. Following its strong performance in 2025, Singapore stocks continued to rally in the first month of the…
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What happened? 2025 was a strong year for the Straits Times Index (STI), which rose by about 22%. Earlier, we shared 3 top-performing Singapore blue chip REITs and the top 3…
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Stocks
Alphabet gets closer to $4 trillion as Morgan Stanley puts a big number around its chip potential
Alphabet could be selling 1 million AI chips by 2027, analysts say.
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Meta reportedly is considering using Alphabet’s custom chips for its data centers. Nvidia and AMD shares are falling on the prospect of more formidable competition.
