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NEWS TAGGED ANALYSIS
Thursday 26 February 2026
Analysis: As Stargate stalls, Musk races ahead in AI infrastructure
The Trump administration has staked much of its AI credibility on Stargate — a US$500 billion infrastructure push announced alongside Sam Altman and Masayoshi Son. The project...
Wednesday 25 February 2026
Analysis: OpenAI's spending cut is not what it seems; AI infrastructure partners remain on track
A recent OpenAI disclosure has reignited debate about the company's AI infrastructure ambitions — but the alarm is largely misplaced. According to CNBC, OpenAI told...
Wednesday 18 February 2026
Analysis: 2nm shifts chipmaking from scaling to chiplet integration

The semiconductor industry is shifting at 2nm from transistor scaling to chiplet-based architectures and advanced packaging. Performance...

Wednesday 18 February 2026
Analysis: Singapore's neutrality lures Chinese tech fleeing Western crackdowns
As global geopolitics continue to shift, Singapore is emerging from its image as a garden city to become a safe harbor for Chinese companies expanding overseas. With competition between...
Monday 16 February 2026
Analysis: Taiwan's Formosat-8 signals a shift beyond silicon to space power
In the final days before the Lunar New Year, a series of high-resolution satellite images began circulating on Taiwanese social media. They showed Barcelona Airport, Tokyo's National...
Friday 13 February 2026
Analysis: China's AI models and chips align on day one

China's leading large model developers are accelerating flagship releases, while domestic AI chipmakers are responding almost simultaneously,...

Thursday 12 February 2026
Analysis: Singapore rises as SEA hub as Taiwan, China firms shift strategy
As global supply chains shift from globalization toward regionalization and the "China plus one" strategy persists, Singapore's role in Southeast Asia has undergone a fundamental transformation...
Wednesday 11 February 2026
Analysis: Arm pivots to data centers as smartphones slump
Arm reported record revenue in its fiscal third quarter of 2026. The UK-based semiconductor IP company is navigating ongoing smartphone market headwinds while shifting its growth focus...
Wednesday 11 February 2026
Why SMIC’s full fabs don’t guarantee fatter profits
China's largest contract chipmaker Semiconductor Manufacturing International Corporation (SMIC) reported a resilient fourth quarter and record full-year results for 2025, supported...
Wednesday 11 February 2026
Analysis: Big tech's AI buildout spending spree set to reshape global supply chains
America's largest technology companies — including Google, Meta, Amazon, and Microsoft — have begun disclosing their capital spending plans for 2026. The numbers reveal...
Tuesday 10 February 2026
Analysis: Alphabet's century bond reveals who matters in Asia's AI money trail
Alphabet Inc. has executed a financial maneuver that fundamentally alters the landscape of the AI arms race.
Tuesday 10 February 2026
Analysis: How Singapore turns talent, R&D into an optics edge
Despite possessing a land area roughly one-fiftieth the size of Taiwan, Singapore has established itself as one of the most closely watched economies and supply chain hubs in Asia...
Saturday 7 February 2026
Analysis: AI demand spillover lifts 2026 general-purpose server shipments 10%
Rising AI computing demand is lifting shipments of general-purpose servers, positioning them as a key growth driver for the server supply chain in 2026. Supply chain sources said AI...
Thursday 5 February 2026
Analysis: Tesla Optimus production strategy tied to China's robotics supply chain
Elon Musk plans to localize production of Tesla's Optimus humanoid robot in the US, with final assembly set for California and Texas. However, analysts and industry sources say the...
Wednesday 4 February 2026
Analysis: AMD prioritizes supply chain for second-half AI ramp
Advanced Micro Devices (AMD) signaled a focus on operational execution and supply-chain readiness during its February 3, 2026, earnings call, positioning the first half of 2026 as...