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“We think that the export boom has further to run… all the signs point to demand for AI-related goods remaining strong over the next year or so.”

“This (US-Malaysia) model of business, with the high-end fabrication in the US and assembly and testing in Malaysia, is a win-win for both sides. Since the reciprocal trade agreement was signed, we do not expect any changes going into 2026.”

“November’s 15.8 per cent increase in imports was mainly due to capital and intermediate goods, signalling 'ongoing industrial investment and supply-chain deepening, a positive sign for future productivity and export capacity'.”

“Singapore is also attracting investments in AI research and development facilities and as a global test bed for new technologies.”

“Diversification has also played a role, with transport engineering exports continuing to expand at a double-digit pace. This does not only contribute to the manufacturing sector but has also boosted related services sectors such as wholesale.”

“The economic support from external demand will decline. It can’t be as high as it was this year or last year. This is why domestic demand has become so important. But whether the latter can be held up is uncertain.”

“Taiwan’s AI hardware suppliers have delivered strong earnings results and underpinned robust exports, but the nation cannot lean on the AI boom indefinitely.”