SendTech Times
العربية
Chips & SemiconductorsFunding|July 13, 2026, 06:54 PM
CAPACITY TEST:

Maybank Sees AI Demand Driving Singapore Semiconductor Growth

BySendTech Times Chips & Compute DeskNewsroom-edited, source-reviewed coverage|Source: TechNode Global
Newsroom brief

Maybank Investment Bank said AI-related demand should remain the main growth driver for Singapore semiconductor companies, while warning that large AI infrastructure spending still needs stronger revenue proof.

Verified against source materialEdited by SendTech Times Chips & Compute Desk
Maybank Sees AI Demand Driving Singapore Semiconductor Growth
Image source: TechNode Global

Maybank Investment Bank expects AI-related demand to remain the key growth driver for Singapore semiconductor companies after a year that the bank said was better for most local players but still below market expectations.

TechNode Global reported the Maybank note on Singapore semiconductors and AI demand, with the bank pointing to memory, DRAM and HBM demand as orders flow to manufacturers in Singapore and Malaysia.

Maybank Projects AI Semiconductor Market At $174.5 Billion By 2032

According to Maybank's note cited by TechNode Global, the global AI-in-semiconductor market is projected to rise from $56.4 billion in 2024 to more than $174.5 billion by 2032, with a 15.2 percent compound annual growth rate.

Maybank said AI demand was the main growth driver in 2025.

According to Maybank, capital expenditures into AI and cloud infrastructure are projected to be around $375 billion.

The bank also cited enterprise AI adoption as a demand signal.

Maybank said business adoption rose from 55 percent in 2023 to 78 percent in 2024.

Memory And HBM Supply Stay In The AI Demand Chain

Maybank said AI demand has increased demand for DRAM and HBM.

The bank also said HBM supply faces constraints from packaging and yield challenges.

The research house said AI semiconductor demand has flowed through to manufacturers in Singapore and Malaysia, and that several companies are seeing orders ramp up.

The note did not name those companies in the TechNode Global report.

North America remained the largest AI market in the note.

Maybank put the United States AI market at $74 billion in 2025 and described the country as the leader in private AI investment.

Hyperscaler Spending Needs Revenue Proof

Maybank said AI demand needs to keep growing strongly to justify infrastructure investment.

The bank described the gap between rising capital expenditure and realised AI revenue as the defining challenge of the 2026 technology landscape.

The note said the five largest United States technology companies are committing an estimated $725 billion to data centres and AI hardware.

Maybank said the industry is moving from an AI narrative towards an AI proof phase.

The bank identified geopolitical tension between the United States and China as a sector risk.

Maybank said global conflicts and further trade restrictions on semiconductors could soften demand.

The Maybank note did not name Singapore suppliers, order volumes, signed customer contracts or utilisation targets behind the expected AI demand.

Share this article
inXf

Related articles

More
India AI Compute Buyers Face 36-To-52-Week GPU Lead Times
Chips & Semiconductors

India AI Compute Buyers Face 36-To-52-Week GPU Lead Times

Indian AI infrastructure buyers are still reserving GPU capacity months ahead. NeevCloud cofounder Narendra Sen said next-generation enterprise AI GPU lead times now range between 36 and 52 weeks, while named Indian startups are shifting training and inference around scarce capacity.

SK hynix Expert Frames AI Chip Race Around Power, Water And Megafabs
Chips & Semiconductors

SK hynix Expert Frames AI Chip Race Around Power, Water And Megafabs

An SK hynix Newsroom expert column argues that AI semiconductor competition is moving beyond faster chips toward megafab capital, grid delivery, industrial water and memory supply stability.

Micron And Anthropic Put AI Memory Supply Inside Claude’s Compute Plan
Chips & Semiconductors

Micron And Anthropic Put AI Memory Supply Inside Claude’s Compute Plan

Micron and Anthropic signed a strategic agreement covering AI memory and storage architecture, supply, Claude adoption inside Micron and a Series H investment.

Micron’s AI Memory Surge Still Depends On Long-Term Contract Demand
Chips & Semiconductors

Micron’s AI Memory Surge Still Depends On Long-Term Contract Demand

Micron’s revenue jumped from $9.3 billion to $41.46 billion as AI data centers tightened memory supply, with 16 long-term agreements now carrying $22 billion in expected commitments.

Apple's Memory Warning Shows AI Server Demand Reaching Consumer Devices
Chips & Semiconductors

Apple's Memory Warning Shows AI Server Demand Reaching Consumer Devices

Apple is preparing customers for higher prices as AI data-center demand tightens memory supply, exposing how HBM demand from Nvidia-class systems can raise costs for phones, PCs and tablets.

AT&S Backs Malaysia AI Substrate Expansion With Customer Commitments
Chips & Semiconductors

AT&S Backs Malaysia AI Substrate Expansion With Customer Commitments

AT&S plans a customer-backed Kulim expansion for IC substrates and advanced PCBs, naming AMD as one customer as AI hardware demand moves deeper into the semiconductor supply chain.

Keep Reading

More Stories

Latest
Xi Jinping To Open Shanghai AI Governance Summit For First TimeCapital & PolicyJul 13, 2026Xi Jinping To Open Shanghai AI Governance Summit For First TimeTNW reported that Xi Jinping will keynote China’s 2026 World Artificial Intelligence Conference from 17 to 20 July, alongside a global AI governance meeting. The preview does not name member countries or a charter for Beijing’s proposed AI cooperation body.Cloudflare Sets September 15 Permission Rules For AI Agent CrawlersCapital & PolicyJul 13, 2026Cloudflare Sets September 15 Permission Rules For AI Agent CrawlersAI News reported that Cloudflare will block Agent and Training crawler traffic by default on ad-supported pages from September 15 for several customer groups, while Search remains allowed. The report said enforcement still depends on crawler behaviour labels.Railway Raises $100 Million As AI Coding Pushes Cloud Deployment ClaimsCloud & Data CentersJul 13, 2026Railway Raises $100 Million As AI Coding Pushes Cloud Deployment ClaimsVentureBeat reported that Railway raised $100 million in a Series B round led by TQ Ventures, with the cloud startup citing more than 10 million deployments each month and two million developers. The company described sub-second deployment, customer cost-saving claims and its own data-centre buildout, but did not disclose audited benchmarks, full enterprise contract values or customer-level deployment scope.AICB Survey Says 44% Of Malaysian Banks Are Developing AI ReadinessFintech & Digital PaymentsJul 13, 2026AICB Survey Says 44% Of Malaysian Banks Are Developing AI ReadinessTechNode Global reported that an AICB survey put 44% of Malaysian banks and development finance institutions in the developing stage of AI readiness. The survey covered 87 senior leaders, but did not name individual banks, production deployment counts or institution-level budgets.Deutsche Telekom Says ChatGPT Tools Reach 50,000 Monthly UsersAIJul 13, 2026Deutsche Telekom Says ChatGPT Tools Reach 50,000 Monthly UsersOpenAI's own customer case study says more than 50,000 monthly active users now use ChatGPT and API tooling inside Deutsche Telekom, with AI tool usage up 546% since the start of 2026. The source lists employee, customer-care, voice and network-operation uses; business outcome and performance claims are not independently verified in the public record.OpenAI Lists Family Product Role As ChatGPT Parent Use RisesAIJul 13, 2026OpenAI Lists Family Product Role As ChatGPT Parent Use RisesOpenAI is hiring a product manager for family, caregiver and older-adult experiences as TechCrunch cited Sensor Tower estimates showing ChatGPT's 35-and-older user share rising to 31% in Q2 from 26% a year earlier.LinqAlpha Raises US$22 Million For Finance AI With Asia BackersAIJul 13, 2026LinqAlpha Raises US$22 Million For Finance AI With Asia Backerse27 reported that LinqAlpha raised US$22 million for an AI platform used by institutional investors, with Asia-heavy backing from firms including Atinum Investment, GFT Ventures, Mirae Asset, Samsung Securities and East Ventures. The interview-based source attributed usage, security and workflow claims to LinqAlpha, while contract values, audited revenue and independent accuracy tests remain undisclosed.Bonzo Lend Pauses Hedera Pool After $9.05 Million Oracle ExploitFintech & Digital PaymentsJul 13, 2026Bonzo Lend Pauses Hedera Pool After $9.05 Million Oracle ExploitBonzo Finance Labs said a third-party Supra oracle verification flaw let Wallet A borrow about $9.05 million from its Hedera lending pool after a manipulated SAUCE price update. The pool remains paused while reimbursement terms, withdrawal timing and final recovery accounting stay outside the public record.Meeza Delivers 4MW Qatar Hyperscaler Expansion Nine Months EarlyCloud & Data CentersJul 13, 2026Meeza Delivers 4MW Qatar Hyperscaler Expansion Nine Months EarlyMeeza completed a 4MW Qatar data-centre expansion for an unnamed global hyperscaler nine months ahead of schedule, Data Center Dynamics reported. The project follows a QAR 350 million ($96m) hosting agreement signed in July 2025 for more than a decade of capacity, but the customer remains undisclosed.Goldman Adds Prediction-Market Trades To Bank Compliance ListsFintech & Digital PaymentsJul 13, 2026Goldman Adds Prediction-Market Trades To Bank Compliance ListsGoldman Sachs has restricted some employee prediction-market trades, according to CNBC, while the outlet's 50-company survey found explicit policies at only three firms. A CFTC case against a Google employee gives the compliance issue a legal marker, with most company policy details still outside the public record.FCC Router Ban Docket Adds Vantiva Approval And CTIA Waiver RequestTelco & ConnectivityJul 13, 2026FCC Router Ban Docket Adds Vantiva Approval And CTIA Waiver RequestLight Reading reported that the FCC router-ban docket now includes Vantiva’s conditional approval, new CTIA and WNC waiver petitions, and multiple approvals running into 2027 and 2028, while several requests remain pending.Micron Raises U.S. Fab Plan Above $250 Billion As New York Pour StartsChips & SemiconductorsJul 12, 2026Micron Raises U.S. Fab Plan Above $250 Billion As New York Pour StartsMicron said its planned U.S. fab and technology investment now exceeds $250 billion through 2035 and that the first concrete pour has started at its Clay, New York site, with customer orders and site-level production volumes still outside the public release.