AI Wealth Bootcamp
新加坡半导体产业链新格局：AI芯片超级周期下的投资机遇与挑战
本文深入分析新加坡半导体产业链的最新发展动态、政策支持、产业布局以及投资机会，探讨AI芯片超级周期下新加坡半导体产业的发展前景和投资价值。...
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AI Wealth Bootcamp
联电新加坡厂量产硅光子晶圆：AI光互连新赛道落地，SGX半导体链再添催化
联电新加坡12英寸晶圆厂交付首批量产硅光子晶圆，携手新加坡SILITH从开发到量产仅用18个月，1.6T光互连平台获头部云客户认证，AI相关收入三年剑指10亿美元。Q2净利创纪录大增374%，资本开支上修至20亿美元并加码新加坡扩产。从CPO放量到SGX科技股吸金5.8亿新元，一文看懂AI光互连新赛道对新加坡半导体产业链的事件驱动机会。...
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AI Wealth Bootcamp
Samsung 3nm GAA Yield Hits 70%, AI Chip Order Reflow Expected to Boost SGX Semiconductor Sector
Samsung Electronics announced its 3nm GAA process yield has surpassed the 70% mark, reaching a critical mass-production threshold and potentially reclaiming AI chip orders lost to TSMC. The news stimu...
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AI Wealth Bootcamp
UMS Holdings Q2 earnings beat expectations, surging AI chip packaging demand drives record performance
Singapore semiconductor equipment supplier UMS Holdings reported Q2 2026 revenue up 28% YoY, record net profit driven by AI chip advanced packaging demand. Article analyzes highlights, order visibilit...
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AI Wealth Bootcamp
SMIC Beijing 12-inch Fab Starts Production Early, Domestic Wafer Capacity Accelerates
SMIC announced the early mass production of its Beijing 12-inch wafer fab, reaching 35,000 wafers per month capacity by year-end. This article interprets the impact of this event on the semiconductor ...
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AI Wealth Bootcamp
Semiconductor earnings season kicks off: TSMC exceeds expectations, SMIC accelerates capacity ramp-up
In July 2026, the earnings season for Asian semiconductor giants kicked off. TSMC's Q2 revenue grew 18% YoY, exceeding expectations, with gross margin rising to 54%. SMIC announced early mass producti...
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AI Wealth Bootcamp
AI Application Concept Surge: Analysis of China Software's Daily Limit
The A-share AI application concept sector surged, with China Software hitting the daily limit and Inspur Software rising over 5%. This article analyzes market performance, driving factors, and individ...
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AI Wealth Bootcamp
STAR AI ETF Fullgoal: Focusing on Hardware Computing Power Investment Opportunities
STAR AI ETF Fullgoal (589380) tracks the SSE STAR AI Index, with constituents highly focused on hardware computing power, covering core areas such as AI chips, optical modules, and servers, providing ...
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AI Wealth Bootcamp
Singapore Exchange Perspective: Will Shrimp Paste Hot Pot Become the Next Hit?
From SGX/Singapore Exchange's 'market expansion' perspective, this article reviews shrimp paste hot pot buffet: 59 yuan break-even logic, supply chain upgrade, store growth from few to many, and homog...
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AI Wealth Bootcamp
Singapore's Crypto Regulatory Transparency: World's Most Friendly City
Singapore ranks first in 'Crypto Most Friendly City Index' due to regulatory clarity, tax efficiency, institutional infrastructure, and everyday adoption, boosting Asia-Pacific digital asset competiti...
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