Temasek Holdings2026
Temasek is in talks with South Korea for its first-ever direct investment in Samsung Electronics and SK Hynix, bypassing external managers . The sovereign fund believes semiconductors remain undervalued within the AI value chain despite recent price rallies .
Singapore’s Temasek is pivoting into the defense sector, planning to invest up to €17 billion in the EMEA region by 2029 . The fund is targeting dual-use technologies and 'deterrence' assets with a minimum ticket size of €200 million, driven by surging European military spending .
Temasek Holdings plans to increase its AI-related asset allocation from 6% to up to 15% by 2031, targeting an exposure of approximately US$75 billion . The strategy focuses on semiconductors, cloud services, energy, and AI integration across its S$518 billion portfolio, while explicitly shunning cryptocurrency following the FTX collapse .
Singapore's Temasek Holdings plans to increase its AI exposure from 6% to 15% by 2031 . With a record portfolio value of S$518 billion, the firm is targeting energy, semiconductors, and data centers , while explicitly avoiding cryptocurrency following the FTX incident .