Shifting narratives: How China’s AI surge is redefining investor focus

Proposal from the Japan and US semiconductor firms for flash memory technology is contingent on government support.

The banking group has large back-office centres in India, China, Malaysia and Poland; over 7,800 such roles could be impacted. The bank has also increased its profit targets for 2030 and confirmed group CFO and COO appointments.

Following an agreement in San Francisco, the Korean and US firms will collaborate across memory and foundry technologies, supporting the next generation of AI infrastructure as the semiconductor ecosystem becomes more sophisticated.

Hong Kong's finance chief discussed opportunities in the Northern Metropolis, developing AI, foreign tech firms entering the SAR, green finance, and China's evolving role in supply chains.

Robotic firm's stellar listing will test appetite for humanoids, and whether the A-share market can expand its investor base; Alibaba's $10.2bn equity raise will fuel its AI ambitions.

More firms are building data centres across SEA as demand for compute rises, but risks are lurking for investors.