Asia Real Estate Tracker (30-Sep-2026): KKR secures $1B for Helix AI infrastructure.
KKR received a $1B commitment from Samsung for Helix AI, Goodman canceled a $560M Sydney project, CDL targets $7.8B in fund management, and Rava's...
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ASML's EUV machines are booked a year or two ahead, like a grid connection
Every factory making the most advanced AI chips needs EUV machines, and ASML, a Dutch company, is the only maker. It expects to ship about 65 of...
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Micron sells AI memory before the year starts, and each bit takes three times the wafer
Micron, one of three companies that make the stacked memory beside AI chips, commits most of each year's supply of it before that year starts. By...
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Green Ash Horizon Fund Falls 10% in July as AI and Semiconductor Momentum Reverses
Green Ash Horizon Fund fell 10.02% in July, sharply underperforming the MSCI World’s 0.51% gain as a broad momentum unwind hit technology and...
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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...
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