Posts by Liam Redmond
Samsung Electronics wins US$200 billion Broadcom AI chip partnership, boosting foundry push
Tie-up comes as global technology companies increasingly develop their own custom AI accelerators Published Sun, Jul 26, 2026 · 03:56 PM [SEOUL] Samsung Electronics said on Saturday (Jul 25) it struck a pact with US chip designer Broadcom to widen cooperation across memory chips, contract chip making and advanced packaging envisaged to exceed US$200 billion…
Read MoreCXMT poised to become biggest China-listed firm on trading debut amid memory chip investment frenzy
Firm is the world’s fourth-largest maker of dynamic random-access memory, or DRAM Published Sun, Jul 26, 2026 · 03:06 PM INVESTOR excitement over the memory chip trade is setting outsize expectations for the Shanghai debut of CXMT, which is on the brink of making history after a near-record initial public offering. The company formerly known…
Read MoreIs GIC charting a new course as the ship moves into choppy waters?
It is changing its playbook to match a new reality as the global world order shows structural shifts Source link
Read MoreGIC is charting a new course, but should it throw caution to the wind?
It is changing its playbook to match a new reality as the global world order shows structural shifts Source link
Read MoreIndonesian stocks briefly near bull market as sentiment steadies
Published Sat, Jul 25, 2026 · 04:25 PM [JAKARTA] A brief rally in Indonesian stocks pushed the benchmark index to the cusp of a bull market, as investors rotated into laggards and concerns over the country’s fiscal health eased. The Jakarta Composite Index (JCI) closed 0.3 per cent lower on Thursday (Jul 23), erasing gains…
Read MoreGlobal bonds reeling as oil surge rekindles inflation threat
Published Sat, Jul 25, 2026 · 03:48 PM GLOBAL bonds were pummelled last week by the latest resurgence in energy prices, delivering losses to investors who bet the worst of this year’s rout was over and teeing up credibility tests for central bankers. UK gilt yields set their longest period of daily closes above 5…
Read MoreGlobal bonds are reeling as oil surge rekindles inflation threat
Published Sat, Jul 25, 2026 · 03:48 PM [LONDON] Global bonds were pummelled this week by the latest resurgence in energy prices, delivering losses to investors who bet the worst of this year’s rout was over and teeing up credibility tests for central bankers. UK gilt yields this week set their longest period of daily…
Read MoreChina fines Trip.com US$765 million for abusing market dominance
Published Sat, Jul 25, 2026 · 02:35 PM [BEIJING] Chinese regulators fined Trip.com Group 5.18 billion yuan (US$765 million), concluding that the country’s largest travel booking platform abused its market dominance after a months-long investigation. The probe found that Trip.com employed monopolistic practices centred on traffic allocation mechanisms, utilising its platform rules and technology, according…
Read MoreBig Asia stock funds turn to laggards to cut risk from AI swings
Published Sat, Jul 25, 2026 · 02:05 PM [HONG KONG] Investors in Asia are snapping up stocks from Indonesian banks to Chinese e-commerce titans and Indian technology firms, trimming bets on popular artificial intelligence trades which have turned increasingly volatile. Fidelity International and BNP Paribas Asset Management are among those reducing exposure to Korean equities…
Read MoreEl Nino worsens plight of Asia’s rice belt after war price shock
[SINGAPORE] A dry spell is sweeping across Asia’s rice fields, dealing another blow to farmers grappling with steep fuel and fertiliser prices triggered by the war in Iran. From Vietnam to the Philippines, production of the region’s most important food staple is under threat as a strengthening El Nino prolongs dry weather. That includes India,…
Read MoreNvidia to invest US$1 billion in Naver and expand SK Group accord
Published Sat, Jul 25, 2026 · 01:05 PM [SEOUL] Nvidia will invest US$1 billion in Naver to help finance an artificial intelligence data centre under construction in South Korea, adding to a frenzy of deals by the world’s most valuable company. The funding will allow Naver, an internet and cloud service provider, to more than…
Read MoreBlackRock gets soft demand for bond sale after AI debt sell-off
Published Sat, Jul 25, 2026 · 11:23 AM [NEW YORK] BlackRock has seen weaker-than-usual demand for a corporate bond sale tied to a Meta Platforms data centre project in Texas, as investors grapple with concerns about excessive artificial intelligence infrastructure spending. Final demand reached US$20 billion by late Friday (Jul 24) afternoon, or about 1.6…
Read More