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Focus on Thailand SET stock dividend data, update dividend plans, ex-dividend dates, cash payout announcements, screen high-dividend stocks and summarize historical dividend yield data.
Third Phase of National IC Investment Fund Launches $200 Billion Initial Investment, Marking Golden Age for Chip Domestic Substitution
On August 4, 2026, the National Integrated Circuit Industry Investment Fund Phase III announced its first-round investment list, with over 200 billion RMB primarily allocated to semiconductor equipment and materials, marking the entry of chip domestic substitution into its 2.0 phase. This article provides an in-depth analysis of policy background, industry trends, and investment logic, while exploring Southeast Asian industry chain spillover opportunities to help investors identify core allocati
Global semiconductor capex to exceed $250 billion in 2026, chip investment logic enters a 'hardcore payoff phase'
Global semiconductor capital expenditure is expected to surpass $250 billion for the first time in 2026. Driven by AI computing infrastructure and chip act subsidies worldwide, the chip industry is shifting from cyclical fluctuations to structural growth. This article analyzes three new investment logics behind the capex surge, revealing why now remains a golden window for chip sector allocation.
Why Invest in Chips? Three Core Logic Points for Semiconductor Investment in 2026 You Can't Miss
This article deeply analyzes the investment value of the semiconductor industry in 2026. From the explosion of AI computing demand, global chip supply chain restructuring to policy dividend release, three logic points support continued growth of the chip track. It provides clear logic and direction for investors to seize the golden era of semiconductors.
2026 Global Chip Market Recovery Imminent; Thailand Semiconductor Investment Opportunities Highlighted
Global semiconductor market saw strong recovery in Q2 2026; WSTS forecasts full-year market exceeding $650B. Thailand BOI data shows H1 semiconductor investment up 45% YoY to 80B baht. This article analyzes chip investment logic including AI-driven demand, accelerated domestic substitution, and SE Asia supply chain relocation opportunities, and reviews low valuation and high growth potential of Thailand SET semiconductor sector, providing investors with a golden track layout reference.
Thailand chip sector gets BOI policy boost: new plan lures FDI, local firms expand for AI wave
In July 2026, Thailand BOI approved a chip industry promotion plan, offering up to 15-year tax breaks for chip design and advanced packaging firms. Local players like Delta, HANA announced expansion amid global AI chip demand surge, creating new opportunities for Thailand's semiconductor sector. This article analyzes policy details, company moves, and investment logic.
Global semiconductor equipment cycle begins; localization opportunity emerges
July 24, 2026: A-share semiconductor equipment sector rose against market trend as global semiconductor CapEx upcycle begins, strengthening localization logic. Zhicheng Technology hit limit up, Tuolunsi surged >12%, NAURA, Kingsemi, etc. followed. Analysts note structural opportunities in semiconductor equipment; dual logic of localization and overseas expansion persists.
HSBC Entangled in Lebanon Central Bank Scandal: French Prosecutor Files Preliminary Charges
HSBC (00005.HK) has been preliminarily charged by French prosecutors over allegations it helped former Lebanese central bank governor Riad Salameh misappropriate funds. HSBC says it will cooperate with the investigation.
Thai investment view: 6G and satellite internet progress at MWC Shanghai
An investment view from Thailand on MWC Shanghai: 6G is shifting from "what to do" to "how to do it," while satellites enter the phase of large-scale constellation deployment and cost reduction, with terminals and investors still cautious.
Europe’s heatwave drives air conditioner demand: installation fees up to €1,500, Chinese brands sell over 10,000 a month
Persistent heat across Europe has sent air-conditioner demand soaring. Chinese brands are popular for their value, with monthly sales topping 10,000. But local installation fees can reach €1,500, and power bills may rise by €50-100 per month, making energy-saving models especially attractive.
Global steel demand slows, but Asian demand still supports the ferrous metals industry
Growth expectations for global steel demand have been cut sharply, putting short-term pressure on the ferrous metals industry. But demand in Asia remains resilient, with Southeast Asia and India offering medium- to long-term support, while Singapore continues to strengthen its role as a ferrous metals trading and hedging hub.
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