Sarah Chew covers Southeast Asia’s technology, fintech, digital policy, and AI adoption landscape for RECATOOLS. Her work focuses on how regulation, platform shifts, and emerging technologies affect businesses, consumers, and digital markets across Singapore, Malaysia, Indonesia, Thailand, Vietnam, and the Philippines.

129
Articles
ASEAN Tech
Primary beat
May 2026
Writing since
~915 min
Total reading
All 129 ASEAN Tech 71 Finance 51 Business 4 AI & ML 3

Articles · Finance Showing 31–40 of 51

Gloved hands holding a green circuit board on an electronics production line, illustrating a report on high-bandwidth memory pricing and supply.
Finance

The Memory Bolted To Your AI Chip Now Costs More Than You Think

HBM3 runs about US$200 a stack, HBM3E US$300 and HBM4 an estimated US$550, with HBM3E contract prices up around 20 per cent in a quarter. Three suppliers, no substitute, and qualification cycles measured in months.

21 Aug 2026 · 8 min read
Chess pieces arranged on a board in black and white, illustrating a report on a chip supply deal structured around equity warrants.
Finance

Marvell Is Paying Google In Warrants To Keep Buying Its Chips

Google gets the right to almost 59 million shares at US$206.58, vesting in tranches tied to every US$500m of chips it purchases. That is a volume rebate paid in equity, and the US$120bn figure describes the incentive.

21 Aug 2026 · 8 min read
A blue graduation cap and diploma folder lying on grass, with gold cords and two gold tassels draped across them.
Finance

What a Tuition Total Leaves Out

Our own calculator says a four-year degree costs $54,400, and discloses that it excludes fee changes between years. We measured what that clause costs: $4,218 at a 5% annual rise, and more than a full term once a six-year course rises 3.2% a year.

18 Aug 2026 · 6 min read
Close-up of a gold-coloured microprocessor, illustrating a report on Nvidia holding large equity stakes in two of its chip customers.
Finance

Nvidia Now Owns Large Stakes in Two of Its Biggest Customers

A disclosure on Friday put 122.8 million SpaceX shares worth about US$21 billion, and roughly US$30 billion of Intel, on Nvidia's books. Together they are close to 80 per cent of its disclosed portfolio, and both companies buy its chips.

16 Aug 2026 · 8 min read
Close-up of a printed circuit board, illustrating a report on Intel raising US$20 billion largely against advanced packaging capacity.
Finance

Intel Asked for US$15 Billion. The Orders Came to US$100 Billion.

Intel planned a US$15 billion raise, took orders above US$100 billion, and priced US$20 billion at US$95 a share. Three of the four growth areas it named are manufacturing, which is what the demand is really pricing.

15 Aug 2026 · 8 min read
A row of large outfall pipes with sluice gates set into a concrete wall above still water, photographed in monochrome
Finance

Databricks Raised $5 Billion. Its CEO Says AGI Arrived and Changed Nothing.

A US$190 billion valuation on a US$7 billion run-rate, and a chief executive arguing that AGI has been reached, that it is not superintelligence, and that the world is largely unchanged apart from the inference bill.

14 Aug 2026 · 8 min read
An electrical substation seen through a chain-link fence at dusk, steel gantries and high-voltage insulators backlit by low sun
Finance

Anthropic Paid $9.1 Billion for Electricity, Not Computers

A 20-year, US$9.1 billion lease for 191 megawatts at a Texas bitcoin mining campus. The transaction prices what is actually scarce - and quietly removes a chunk of the Texas grid's emergency brake.

13 Aug 2026 · 8 min read
The open door of a bank vault, its steel locking bolts and brass mechanism exposed — illustrative of the incumbent settlement institutions now signing up to operate nodes on a new ledger.
Finance

The Card Networks Just Agreed to Run Nodes on a Blockchain

Visa, Mastercard, DTCC, ICE and BlackRock are among eleven founding validators on Circle's Arc. Fees are paid in USDC, which makes the settlement asset a prerequisite for using the network.

11 Aug 2026 · 6 min read
Business professional at the desk examining a software development agreement document.
Finance

MAS Was Asked When AI-Agent Rules Become Mandatory. It Confirmed the Scope, Not the Date

A written reply on 5 August confirmed that agentic AI sits inside guidelines MAS has not yet issued. It gave no timeline, and described the industry framework as a potential approach.

7 Aug 2026 · 10 min read
The word FINANCE in large letters on a glass office building facade reflecting clouds and sky.
Finance

Indonesia's Crypto Market Now Answers to the Regulator That Supervises Banks

On 1 July the governance and reporting duties of a financial-sector business took effect for Indonesian crypto platforms, on a market of nearly 20 million holders.

5 Aug 2026 · 9 min read
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