Singapore Market Roundup, Singapore Market Roundup

Singapore Market Roundup

Thematic (Sector/Industry)

<ul><li>RHB's Yeo is optimistic about Food Empire, setting a target price of $3.36.</li><li>RHB keeps 'buy' rating and $11.20 target on CDL before strategic review.</li><li>Analysts' views on Seatrium remain steady after an uneventful 1QFY2026.</li></ul>

RHB's Yeo is optimistic about Food Empire, setting a target price of $3.36.RHB keeps 'buy' rating and $11.20 target on CDL before strategic review.Analysts' views on Seatrium remain steady after an uneventful 1QFY2026.

Singapore Market Roundup (03-Jun-2026): RHB's Yeo sets a target price of $3.36 for Food Empire.

<ul><li>1QFY2026 performance solidifies analysts' perspectives on Seatrium.</li><li>Nvidia enters PC market with RTX Spark; DBS's Tan keeps 'buy' on AEM.</li><li>PhillipCapital's Chew keeps Geo Energy at 'buy' with a target of 75 cents.</li></ul>

1QFY2026 performance solidifies analysts' perspectives on Seatrium.Nvidia enters PC market with RTX Spark; DBS's Tan keeps 'buy' on AEM.PhillipCapital's Chew keeps Geo Energy at 'buy' with a target of 75 cents.

Singapore Market Roundup (02-Jun-2026): 1QFY2026 results bolster analysts' views on Seatrium.

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

<ul><li>Taiwan's IC designers are at the forefront of rack-level AI solutions, showcasing innovation in technology.</li><li>AMD's CEO Lisa Su is scheduled to meet with Samsung and Naver during Nvidia's GTC event in South Korea.</li><li>Honor plans to launch its flagship phone in Taiwan by Q2 2026, aiming to significantly impact the market.</li></ul>

Taiwan's IC designers are at the forefront of rack-level AI solutions, showcasing innovation in technology.AMD's CEO Lisa Su is scheduled to meet with Samsung and Naver during Nvidia's GTC event in South Korea.Honor plans to launch its flagship phone in Taiwan by Q2 2026, aiming to significantly impact the market.

Tech Supply Chain Tracker (13-Mar-2026): Taiwan IC designers excel in rack-level AI

AI and Energy Infrastructure, Explained Plainly, The Physical Layer

The Physical Layer

AI and Energy Infrastructure, Explained Plainly

A journal on the physical constraints behind the AI buildout: power, grid connection, data centres, cooling and the supply chains that gate them. Written to be understood by anyone.

Equity Bottom-Up

<ul><li>Broadcom makes the switch chips that let thousands of AI processors work as one machine, whoever made the processors.</li><li>It also designs the custom AI chips that Google, Meta, OpenAI and others are building to rely less on Nvidia.</li><li>So whichever way the biggest buyers turn, the work runs through Broadcom, and the risk sits with a handful of very powerful customers.</li></ul>

Broadcom makes the switch chips that let thousands of AI processors work as one machine, whoever made the processors.It also designs the custom AI chips that Google, Meta, OpenAI and others are building to rely less on Nvidia.So whichever way the biggest buyers turn, the work runs through Broadcom, and the risk sits with a handful of very powerful customers.

Broadcom is paid whether the cloud giants stay with Nvidia or leave

<ul><li>Hyundai chief partners with Samsung and Hanwha in US tariff push, showing collaboration between major companies to address trade issues.</li><li>Arm CEO considers in-house chip production, signaling a strategic shift for the company towards more control over its manufacturing process.</li><li>BOE secures half of Apple's MacBook screen orders, displacing LG Display, showcasing the competitiveness in the display market.</li></ul>

Hyundai chief partners with Samsung and Hanwha in US tariff push, showing collaboration between major companies to address trade issues.Arm CEO considers in-house chip production, signaling a strategic shift for the company towards more control over its manufacturing process.BOE secures half of Apple's MacBook screen orders, displacing LG Display, showcasing the competitiveness in the display market.

Tech Supply Chain Tracker (01-Aug-2025): Hyundai chief joins Samsung, Hanwha in US tariff blitz.

Taiwan

MediaTek Inc. is a fabless semiconductor company for wireless communications and digital multimedia solutions. The company provides SOC system solutions for wireless communications, high-definition TV, optical storage, DVD and Blu-ray products.

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Mediatek Inc (2454 TT)

Singapore Market Roundup (03-Jun-2026): RHB's Yeo sets a target price of $3.36 for Food Empire.

RHB's Yeo targets $3.36 for Food Empire, maintains 'buy' on CDL at $11.20 before review, while analysts' views on Seatrium stay steady post 1QFY2026.

Singapore Market Roundup

Singapore Market Roundup (02-Jun-2026): 1QFY2026 results bolster analysts' views on Seatrium.

1QFY2026 results boost analysts' views on Seatrium. Nvidia launches RTX Spark in PCs; DBS's Tan maintains 'buy' on AEM, while PhillipCapital's Chew...

Singapore Market Roundup

Tech Supply Chain Tracker (13-Mar-2026): Taiwan IC designers excel in rack-level AI

Taiwan's IC designers excel in AI solutions, AMD's CEO meets Samsung and Naver, Clevo sees notebook recovery, Honor plans a flagship phone, and...

Tech Supply Chain Tracker

Broadcom is paid whether the cloud giants stay with Nvidia or leave

Broadcom makes the switch chips that let thousands of AI processors work as one machine, whoever made the processors. It also designs the custom...

The Physical Layer

Tech Supply Chain Tracker (01-Aug-2025): Hyundai chief joins Samsung, Hanwha in US tariff blitz.

Hyundai, Samsung, and Hanwha team up on US tariffs. Arm CEO looks at making own chips. BOE wins Apple MacBook screen orders. MediaTek surpasses Q2...

Tech Supply Chain Tracker

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