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AI in Asia
3 Before 9: February 4, 2026
3 Before 9

Wednesday, 4 February 2026

3 Before 9: February 4, 2026

3 daily AI stories and 1 bold opinion before your 9am kopi

Listen to today's 3 Before 9

Who should pay attention

AI leaders, founders, enterprise decision-makers, and teams deploying AI across Asia.

What changes next

Regulatory expectations tighten, infrastructure buildout accelerates, and enterprise AI governance matures.

1

APEC economies tackle AI, digital trade and online safety

At the Asia-Pacific Economic Cooperation (APEC) Digital Economy Steering Group meeting in Guangzhou, policymakers focused on coordinating digital trade policies, AI deployment challenges and online safety priorities across member economies.

Why it matters for Asia

APEC’s consensus on AI and digital trade issues signals growing multilateral cooperation in Asia-Pacific to shape responsible AI deployment, cross-border data flows and digital governance.

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2

Qualcomm launches APAC AI innovators programme

Qualcomm has kicked off its AI Program for Innovators 2026 in the Asia-Pacific, offering grants, technical support and tools to startups in Japan, Singapore and South Korea to accelerate edge AI solutions.

Why it matters for Asia

expanded support for edge AI development strengthens Asia’s ecosystem for locally relevant AI applications and helps diversify innovation beyond cloud-centric models.

Read the full story
3

Samsung and SK Hynix valuations exceed Chinese internet giants on AI boom

Samsung Electronics and SK Hynix have each risen more than 39 per cent in 2026, pushing their combined market value above that of Alibaba and Tencent, reflecting investor enthusiasm for memory and infrastructure plays in the global AI boom.

Why it matters for Asia

shifting investor preferences toward Asia’s core hardware suppliers underscores how compute infrastructure is central to AI’s economic impact, with implications for investment and regional tech leadership.

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That's today's 3 Before 9.

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Recent Editions

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Sunday

26 April 2026

  • 1. Sarvam AI is closing a $300-350M Series B at a $1.5B valuation led by Bessemer with Nvidia, Amazon and HCLTech, India's first major sovereign-AI unicorn round.
  • 2. Tencent launched Hy3 Preview, a 295B-parameter MoE model, and swapped DeepSeek out of its Yuanbao chatbot in favour of the new in-house technology.
  • 3. Nissan committed to fitting AI-driven Level 2-plus hands-free driving from UK startup Wayve into 90 per cent of its future vehicle line-up.
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Friday

24 April 2026

  • 1. DeepSeek launches V4-Pro and V4-Flash with a 1-million-token context window, running on Huawei's new Ascend 950 supernode clusters and priced at roughly a tenth of OpenAI's output-token rate.
  • 2. SoftBank is seeking a $10 billion two-year margin loan collateralised by its OpenAI stake, pushing its total commitment to the ChatGPT maker to about $64.6 billion.
  • 3. TSMC unveiled A13, a 1.3nm-class shrink of A14 aimed at AI accelerators, with production slated for 2029 alongside a 1.2nm A12 variant, while A16 slips to 2027.
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Thursday

23 April 2026

  • 1. Microsoft pledges A$25 billion (US$17.9 billion) to make Australia its largest AI infrastructure hub, including skills training for three million workers.
  • 2. SK Hynix posts a record 72 per cent operating margin and US$27 billion quarterly profit as HBM demand keeps Asia's memory duopoly in the driver's seat.
  • 3. Japan's Nikkei 225 breaches 60,000 for the first time, but only 17 per cent of Tokyo stocks rose on the day, exposing a dangerously narrow AI-driven rally.
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Wednesday

22 April 2026

  • 1. LINE Yahoo launched Agent i on 20 April, a single AI agent now embedded in both the LINE app's 100m-plus user base and Yahoo! JAPAN, with enterprise and no-code versions due over the summer.
  • 2. SoftBank named Arm CEO Rene Haas to also run SoftBank Group International from 21 April, tightening coordination across the group's overseas chip and AI bets including Arm, OpenAI, Stargate and Project Crystal Land.
  • 3. Meta's $2 billion acquisition of Singapore-based Chinese AI start-up Manus is still under Beijing's national-security review, with co-founders barred from leaving China and the 'Singapore washing' route for China AI firms now under serious pressure.
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Tuesday

21 April 2026

  • 1. Qualcomm CEO Cristiano Amon met Samsung and SK Hynix executives in Seoul to pitch 2nm wafer orders and lock in memory supply for Snapdragon and AI platforms.
  • 2. Chinese humanoid robot makers shipped roughly 90 per cent of global units in 2025 but still trade at a valuation discount to pre-production US rivals.
  • 3. Volkswagen confirmed its China cars will ship with an on-device AI voice agent from H2 2026, built on tech from Tencent, Alibaba and Baidu.
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Monday

20 April 2026

  • 1. SK Hynix has begun mass production of its 192GB SOCAMM2 memory module, a low-power AI server part for Nvidia's Vera Rubin platform.
  • 2. Alibaba launched Qwen3.6-Max-Preview, its strongest Qwen model to date, demonstrating top performance in several coding benchmarks.
  • 3. TSMC raised its 2026 outlook after Q1 profit jumped 58 per cent, citing "extremely robust" AI chip demand that still outpaces supply.
Read edition