SanDisk-Kioxia Alliance Through 2034

SanDisk-Kioxia Alliance Through 2034

Executive Summary The five-year extension of the SanDisk-Kioxia joint venture through 2034, involving $1.17 billion in manufacturing commitments, represents a pivotal development in the global NAND flash supply chain with significant downstream implications for...
The India-Russia Oil Disruption

The India-Russia Oil Disruption

Strategic Implications for Singapore’s Petroleum HubExecutive Summary The Trump administration’s recent trade agreement with India, which purportedly commits New Delhi to ceasing Russian crude imports in exchange for reduced tariffs, presents both challenges and...