Singapore & TSMC

Singapore: Singapore is Temasek's home country, benefiting from Temasek's strong performance and AI focus, though a stronger SGD reduced domestic returns.

TSMC: TSMC is a semiconductor investment for Temasek, benefiting from AI-driven demand for chips.

Singapore: Singapore is a key hub for bunker fuel, where prices stood at $770.50, reflecting the impact of the Iran war on global marine fuel costs.

TSMC: TSMC's shares shot up, leading the surge in Taiwan's Taiex.

Singapore: Singapore benefits from Applied Materials' $500 million investment, which includes a new manufacturing and R&D campus, the creation of 1,000 new jobs, and a strategic partnership with the Singapore Institute of Technology. This strengthens Singapore's position as a global semiconductor hub and promotes local workforce development.

TSMC: TSMC is mentioned as one of the chipmakers benefiting from strong AI demand, which in turn supports Applied Materials.

Singapore: Singapore>>> took a similar approach to Taiwan>>> in 2025, arresting three men for misleading server suppliers about the ultimate destination of hardware first sent to Malaysia.

TSMC: TSMC>>>'s US shares experienced a slight dip following news of Taiwan>>>'s potential stricter export controls, reflecting market sensitivity to geopolitical tensions in the semiconductor industry.

Singapore: Singapore is a buyer of Russian oil products and a key diesel pricing benchmark.

TSMC: TSMC is a bellwether for the chip sector; its earnings are awaited.