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Semiconductors

Singapore factory output up 16.6% in January, more than expected, as electronics surge

Excluding the volatile biomedical manufacturing sector, manufacturing output rose 24.1 per cent.
Excluding the volatile biomedical manufacturing sector, manufacturing output rose 24.1 per cent.

Nvidia gets US licence for small amount of H200 chip exports to China

Nvidia building signage is seen outside the Nvidia Corporation headquarters in Santa Clara, California, on Feb 24.
Nvidia building signage is seen outside the Nvidia Corporation headquarters in Santa Clara, California, on Feb 24.

AI chip giant Nvidia smashes forecasts with stellar quarter but investor concerns persist

(FILES) This illustration photograph shows screens displaying the logo of US chipmaker Nvidia in Toulouse, southwestern France, on February 18, 2026. Nvidia on February 25, 2026 reported blockbuster quarterly results that blew past Wall Street expectations, posting record revenue of $68.1 billion as insatiable demand for its artificial intelligence chips showed no sign of cooling. The figures -- up 73 percent from a year ago and well above the $65.7 billion analysts had forecast -- sent a powerful signal that the technology buildout dominated by Nvidia that underpins the global AI boom remains in full swing. (Photo by Lionel BONAVENTURE / AFP)
(FILES) This illustration photograph shows screens displaying the logo of US chipmaker Nvidia in Toulouse, southwestern France, on February 18, 2026. Nvidia on February 25, 2026 reported blockbuster quarterly results that blew past Wall Street expectations, posting record revenue of $68.1 billion as insatiable demand for its artificial intelligence chips showed no sign of cooling. The figures -- up 73 percent from a year ago and well above the $65.7 billion analysts had forecast -- sent a powerful signal that the technology buildout dominated by Nvidia that underpins the global AI boom remains in full swing. (Photo by Lionel BONAVENTURE / AFP)

Memory boom drives South Korea’s benchmark share index past 6,000 for the first time

South Korea's Kospi index is now up 45 per cent for 2026 as chipmakers Samsung and SK Hynix rally.
South Korea's Kospi index is now up 45 per cent for 2026 as chipmakers Samsung and SK Hynix rally.

News analysis

S’pore retains lowest-tariff edge in Asia even as US court ruling narrows the gap

Trade-oriented economies like Singapore will be supported by any pickup in trade activity on lower tariffs.
Trade-oriented economies like Singapore will be supported by any pickup in trade activity on lower tariffs.

Meta deepens Nvidia ties with pact for ‘millions’ of AI chips

The pact reaffirms Meta’s loyalty to Nvidia at a time when the AI landscape is shifting.
The pact reaffirms Meta’s loyalty to Nvidia at a time when the AI landscape is shifting.

Rampant AI demand for memory is fuelling a growing chip crisis

AI accelerators that come with huge allotments of memory – to run their chatbots and other applications.
AI accelerators that come with huge allotments of memory – to run their chatbots and other applications.

Taiwan leader wants more defence cooperation with Europe

Taiwan’s President Lai Ching-te said his government supports the semiconductor industry’s investments overseas.
Taiwan’s President Lai Ching-te said his government supports the semiconductor industry’s investments overseas.

ByteDance developing AI chip, in manufacturing talks with Samsung, sources say

The work would mark a milestone for ByteDance, which has long sought to develop chips to support its AI workloads
The work would mark a milestone for ByteDance, which has long sought to develop chips to support its AI workloads

Singapore lifts 2026 growth forecast to 2%-4% on AI outlook after economy outperforms in 2025

The forecast was upgraded after the Singapore economy grew 6.9 per cent in the final quarter of 2025, much better than expected.
The forecast was upgraded after the Singapore economy grew 6.9 per cent in the final quarter of 2025, much better than expected.

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MDDI (P) 046/10/2025. Published by SPH Media Limited, Co. Regn. No.202120748H. Copyright © 2026 SPH Media Limited. All rights reserved.