As Singapore and Malaysia expand their AI cloud capacity, the Megaspeed investigation puts cross-border GPU rental under scrutiny. When computing time is resold, who verifies the end user and who bears the loss if access is suspended?
Before the world’s most advanced chips can exist, someone must create the material beneath them. SK Siltron operates at this invisible foundation of semiconductor manufacturing, where extraordinary precision, industrial economics and strategic supply chains shape the future of computing.
Singapore’s plan to import up to 1.3 GW of electricity via a corridor linking Vietnam, Malaysia and Singapore puts the ASEAN Power Grid to a commercial test. Who will sign long-term contracts for power expected from 2035, who will carry the risk of delays and shortfalls, and can other buyers eventually use the same connection?
China is expanding its satellite internet infrastructure through Guowang and Qianfan. Turning deployment into a dependable service requires customers, ground infrastructure and clear operating responsibilities. The first part of Asia’s Orbital Economy examines when industrial scale becomes sustained commercial value.
Samsung and SK hynix are generating extraordinary profits, yet investors are questioning the durability of the AI spending boom. Ahead of their October earnings updates, South Korea’s chipmakers face a harder test: turning industrial indispensability into lasting financial resilience.
China wants more capital to finance AI, semiconductors and advanced manufacturing — but also less speculation and stronger market discipline. Through Wu Qing, Altair Media examines whether “patient capital” can be designed without weakening the market’s ability to price risk.
Mukesh Ambani’s real power lies not only in the size of Reliance, but in how he uses its balance sheet. Profits from mature businesses can finance new industries long before public markets are ready to price them.
Macau is far more than a casino economy. Centuries of encounter between Chinese society and Portuguese institutions created a distinctive culture whose architecture, food, language and traditions still shape this small territory at the edge of southern China.
Temasek is state-owned, but it is not a ministry. Through Dilhan Pillay, Altair Media examines how Singapore combines public ownership, commercial discipline and patient capital to invest across AI, infrastructure, energy and long-term economic transitions.
Japan does not lack capital. Its challenge is making that capital move. Through Hiromi Yamaji and the Tokyo Stock Exchange, Altair Media examines how governance reform, higher interest rates and changing corporate behaviour are reshaping the way Japanese capital is allocated.
