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.
China and India are expanding their roles in satellite networks, launch services and computing in orbit. This four-part Altair Media Asia series examines how industrial ambitions translate into dependable services—and who secures the customers, carries the risk and captures the 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.
Singapore’s photonics ambitions are entering their industrial test. AMF’s integration into GlobalFoundries and a new packaging agreement create routes to scale—but lasting influence will depend on reliable production, customer adoption and the expertise Singapore retains.
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.
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.
