英伟达GPU订单将台积电先进封装产线挤至极限，台积电据报决定将CoWoS核心工序CoW大规模外包给日月光等封测大厂，AI封装缺口据称达20%。这一策略性转变不仅有望缓解AI芯片供应瓶颈，更将撬动后道工序设备投资浪潮，重塑全球封测格局。AEM、UMS等新加坡半导体产业链标的或迎来增量订单与重估机会，本文从SGX投资者视角深度解读。...
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世界先进新加坡合资12英寸厂VSMC完成制程导入，6月初首批40纳米试产芯片良率突破99%，量产锁定2027年一季度且进度超前。法说会透露产能利用率逼近90%、2027年涨价幅度不低于今年、AI营收占比全年翻倍至双位数。硅中介层布局有望切入台积电CoWoS供应链，新加坡半导体产业链景气度持续升温，为SGX投资者提供研判AI超级周期的新坐标。...
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On August 5, the Philadelphia Semiconductor Index fell 2.8% pre-market, led by AI chip leaders NVIDIA and AMD, as concerns over AI investment return cycles intensified. This article analyzes signals o...
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On July 31, 2026, the Singapore government released AI National Strategy 2.0, planning to invest S$5 billion to promote AI in finance, healthcare, manufacturing, and launch an SGX listing fast track. ...
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On July 28, 2026, Singapore AI lab AinoX released a new generative AI model outperforming GPT-5, drawing global capital. Temasek and others announced additional investments; SGX tech sector rose 3.2% ...
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2026年7月27日，英伟达获东南亚云计算大单，台积电新加坡厂量产先进制程，刺激SGX上市半导体股上涨。本文分析AI投资逻辑，解读新加坡半导体产业链机遇，为投资者提供布局AI主题的SGX标的参考。...
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Over the past 10 trading days, ChiNext AI ETF Fullgoal had net inflows on 7 days, accumulatively attracting 409 million yuan, with an average daily turnover of 197 million yuan, indicating strong mark...
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Events like BeiGene subsidiary back tax 446M yuan and Aier Eye Hospital back tax 524M yuan erupted en masse. Lawyers say Golden Tax Phase IV strong supervision forces historical hazard liquidation, ph...
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View consumer stock opportunities from SGX Singapore Exchange and mainboard market: Taking GOODBAI as example, how celebrity brand collaborations, channels, and expansion tactics affect market attenti...
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From SGX market perspective, reviews China Life AMP GM replacement: E Hua left, Liu Zhongjiang succeeded. Article reviews past three years' performance pressure, equity scale decline, and regulatory p...
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