Japan’s market surged after Prime Minister Sanae Takaichi’s landslide election win, reigniting a “Takaichi trade” that lifted tech and semiconductor-linked names. One standout was Advantest, the chip-testing equipment giant, which has also been delivering strong fundamentals as AI data-centre spending drives demand for advanced chip testing.

In this episode, Dan Koh and Ryan Huang unpack why the election mattered for markets, what Advantest just reported, the latest guidance upgrades, and why investors are watching capex-driven AI demand so closely right now.

Japan&rsquo;s market surged after Prime Minister Sanae Takaichi&rsquo;s landslide election win, reigniting a &ldquo;Takaichi trade&rdquo; that lifted tech and semiconductor-linked names. One standout was Advantest, the chip-testing equipment giant, which has also been delivering strong fundamentals as AI data-centre spending drives demand for advanced chip testing.
In this episode, Dan Koh and Ryan Huang unpack why the election mattered for markets, what Advantest just reported, the latest guidance upgrades, and why investors are watching capex-driven AI demand so closely right now.

From current affairs and social issues to lifestyle trends and community voices, each segment offers a different lens on what’s happening — and what’s worth your attention.

Start your day with the stories shaping Singapore — and your place in it.

Join Neil Humphreys and Audrey Siek as they cover the biggest headlines, trending topics, and everyday conversations, unpacked through fresh perspectives, expert insights, and engaging discussion. From current affairs and social issues to lifestyle trends and community voices, each segment offers a different lens on what’s happening — and what’s worth your attention.

And it’s not just talk — it’s your voice. Through polls, messages, and live call-ins, listeners are part of the conversation, sharing their views and shaping the discussion in real time. With a mix of clarity, curiosity, and personality, Let’s Talk, Singapore keeps you informed, connected, and ready for the day ahead.

Start your day with the stories shaping Singapore &mdash; and your place in it.
Join Neil Humphreys and Audrey Siek as they cover the biggest headlines, trending topics, and everyday conversations, unpacked through fresh perspectives, expert insights, and engaging discussion. From current affairs and social issues to lifestyle trends and community voices, each segment offers a different lens on what&rsquo;s happening &mdash; and what&rsquo;s worth your attention.
And it&rsquo;s not just talk &mdash; it&rsquo;s your voice. Through polls, messages, and live call-ins, listeners are part of the conversation, sharing their views and shaping the discussion in real time. With a mix of clarity, curiosity, and personality, Let&rsquo;s Talk, Singapore keeps you informed, connected, and ready for the day ahead.