Webinars & Seminars

The AI Trade Reset: What’s Next for Semiconductor Stocks and Singapore?

27 Aug 2026

7:00 pm

The AI investment boom has been one of the biggest market stories of the year, but the ride has become far more volatile.
 
After surging to record highs in April and May, major semiconductor and data-storage stocks have pulled back sharply. Micron Technology has fallen more than 30% from its peak, while Sandisk has declined over 40%. In South Korea, heavy selling in memory-chip stocks has even triggered multiple market circuit breakers.
So what’s driving this sudden shift in sentiment?
 
Is this simply a healthy correction within a longer-term AI growth story, or the beginning of a more meaningful slowdown? More importantly, could this pullback present new opportunities for investors?
 
Meanwhile, Singapore’s market has quietly taken a different path. While U.S. semiconductor stocks corrected, Singapore’s major banks continued to climb to fresh record highs.
Join Trading Central’s Ming Lam as he explores what’s behind these diverging market trends, what they mean for the AI investment theme, and where investors should be watching next.
 
 
Webinar Outline:
• What’s Behind the Recent Semiconductor Selloff?
• Has the AI Investment Theme Changed?
• Buy the Dip or Wait? Key Levels and Market Signals
• 🇸🇬 Singapore’s Banks: Momentum or More Room to Grow?
• 🔍 Market Analysis with Trading Central

About the speaker

Ming Lam
Trading Central Deputy Head of Research, Asia

Ming Lam graduated from the University of Hong Kong with a Bachelor’s degree in Engineering, and is currently a responsible officer registered with the Securities and Futures Commission of Hong Kong. He has been engaged in translation and research operations in the financial services industry for over 10 years.

In Trading Central, Ming specialises in technical analysis of stocks, foreign exchange and commodity markets, with a goal of providing customers with independent and superior market insights.

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