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Semiconductors

AI chips worth $15.5 million seized at Malaysia airport, Customs authority says

Malaysia imposed export controls in 2025 on the movement of advanced AI chips of US origin, following pressure from the United States to stem their flow into China.
Malaysia imposed export controls in 2025 on the movement of advanced AI chips of US origin, following pressure from the United States to stem their flow into China.

SK Hynix unveils shareholder return plan worth S$96 billion after posting 7-fold jump in Q3 profit

Continued demand for AI infrastructure is driving up memory chip prices.
Continued demand for AI infrastructure is driving up memory chip prices.

The AI frenzy gets a reality check

Microsoft’s chief executive, Satya Nadella, warned in 2025 that the company might end up with “a bunch of chips sitting in inventory that I can’t plug in”.
Microsoft’s chief executive, Satya Nadella, warned in 2025 that the company might end up with “a bunch of chips sitting in inventory that I can’t plug in”.

Singapore unveils new initiatives to help companies harness AI, such as to develop new products

Deputy Prime Minister Gan Kim Yong viewing a humanoid robot under development at the Singapore Week of Innovation and Technology on Oct 27. Among the new initiatives is the Champions of AI programme to help ambitious Singapore-based companies committed to making AI a core driver of growth.
Deputy Prime Minister Gan Kim Yong viewing a humanoid robot under development at the Singapore Week of Innovation and Technology on Oct 27. Among the new initiatives is the Champions of AI programme to help ambitious Singapore-based companies committed to making AI a core driver of growth.

The AI supply chain could be South-east Asia’s next gold rush

While frontier AI capabilities are largely being developed in the US and China, much of the AI infrastructure is being built in, and then exported from Asia.
While frontier AI capabilities are largely being developed in the US and China, much of the AI infrastructure is being built in, and then exported from Asia.

Singapore factory output growth slows to 3.4% in September despite AI-driven demand

Total output in September grew by 3.4%, but it was far below the 7.1% forecast by economists.
Total output in September grew by 3.4%, but it was far below the 7.1% forecast by economists.

SK Hynix puts US IPO of chip unit Solidigm on hold after Seoul authorities raise concerns

A listing of Solidigm had been under consideration to help fund a new US factory and meet surging demand for chips in AI data centres.
A listing of Solidigm had been under consideration to help fund a new US factory and meet surging demand for chips in AI data centres.

Handful of Micron workers strike in Taiwan

Union representatives and members demanding greater profit shares and better bonuses outside Micron Technology’s building in Taoyuan on Oct 22.
Union representatives and members demanding greater profit shares and better bonuses outside Micron Technology’s building in Taoyuan on Oct 22.

Samsung, SK Hynix upgrading China plants to make more advanced chips: Sources

Both companies are now required to seek US licences annually if they want to install US-made equipment such as etching machines in China.
Both companies are now required to seek US licences annually if they want to install US-made equipment such as etching machines in China.

TSMC says four construction workers killed at Taiwan site, halting work

TSMC is the world’s largest contract chipmaker and a major supplier of the advanced chips powering the trend towards AI. 
TSMC is the world’s largest contract chipmaker and a major supplier of the advanced chips powering the trend towards AI. 

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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.