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Instant updates on news of SET blue-chip stocks, mid and small-cap stocks, corporate operations, shareholding changes and personnel adjustments of Thai listed companies.
AI Chip Arms Race Escalation: Reshaping the Global Semiconductor Landscape and New Investment Opportunities in 2026
In 2026, the artificial intelligence chip field is undergoing unprecedented technological breakthroughs and market changes. This article deeply analyzes the latest dynamics of the AI chip arms race, explores the trends of the reshaping of the global semiconductor landscape, and the new opportunities for investors. With the explosive growth of AI applications, the chip industry is entering a golden growth period. How the Thai semiconductor industry can seize opportunities in this technological wa
AI Chip Arms Race Intensifies: Restructuring of Global Semiconductor Landscape in 2026 and New Investment Opportunities
With the rapid development of artificial intelligence technology, AI chips have become the core driving force of the semiconductor industry. This article provides an in-depth analysis of the latest developments in the AI chip market in 2026, exploring technological breakthroughs, changes in market structure, and investment opportunities, offering comprehensive industry insights to investors.
Thailand's Semiconductor Industry: New Chapter of Policy Incentives and AI-Driven Investment Opportunities
In August 2026, Thailand's semiconductor industry enters a policy incentive period, with international giants accelerating their investments and bringing new opportunities to the industry chain driven by AI. This article provides an in-depth analysis of the current situation, policy support, investment layout, and future trends of Thailand's semiconductor industry, offering comprehensive reference for investors.
Intel 18A Process Successfully Taped Out, Advanced Process Competition Enters New Era
On July 28, 2026, Intel announced the successful tape-out of chips using the Intel 18A process, with significant performance and energy efficiency improvements. This milestone marks a new phase in semiconductor advanced process competition, with TSMC and Samsung accelerating their efforts. This article analyzes the technical advantages of Intel 18A, its impact on the industry chain, and future trends, providing investors with a chip direction indicator.
Semiconductor equipment delivery cycle continues to lengthen
The global semiconductor expansion wave significantly lengthens equipment delivery cycles, challenging supply chains. This piece analyzes structural supply-demand imbalance's impact on industry trends and explores wafer fabs' coping strategies.
JPMorgan sharply raises Korea Kospi bull target to 15,000
JPMorgan has sharply raised its bull-case target for Korea's Kospi index to 15,000, drawing market attention. This article analyzes the drivers behind the call, including corporate governance reform, an upturn in the semiconductor cycle, and global capital reallocation, and explores Korea's historic shift from a "Korea discount" to a "Korea premium" to provide investors with a reference.
SET tech-sector M&A update: Galaxy Microelectronics to relist with a 20CM limit-up
SET tech-sector M&A update: after relisting, Galaxy Microelectronics hit a 20CM limit-up. It plans to acquire 100% of Hengtaike by issuing shares and raising supporting funds; valuation remains undecided and integration and goodwill risks are in focus.
Thai consumer-stock watch: Bai Jingting's business empire and brand expansion
Thai consumer-stock watch: Bai Jingting uses GOODBAI and GOODEES WORLD to build a shoe-apparel, toy, and coffee ecosystem, and this article explores the business logic behind celebrity brands from Tmall repurchases and collaborations to offline expansion.
Thailand 2 - Chinese/English/Thai: COSO managers changed and fund compliance risks revisited
COSO manager He Hua steps down and Liu Zhongjiang takes over. The article reviews the past three years of falling equity fund scale and performance, and also summarizes regulatory penalties for "rat trading" and illegal stock speculation / market manipulation.
Thai stock market focus: Zhongji Health faces losses from destocking ketchup after delisting warning removed
After Zhongji Health's delisting warning was removed and trading resumed, shipments of bulk ketchup for destocking jumped 249.47% to 132,100 tons, but gross margin remained -20.41% and losses continued, while the company entered pre-restructuring.
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