3 Before 9: February 12, 2026

3 Before 9

Thursday, 12 February 2026

3 Before 9: February 12, 2026

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

Listen to today's 3 Before 9

Who should pay attention

Investors | Economists | Policymakers | Tech industry

What changes next

The impact of AI investment on Asian markets and economies will continue to unfold.

1

Foreign investors pull Asian stocks as AI-driven tech rout spreads

Foreign investors pulled nearly US$9.8 billion from Asian stock markets in early February as concerns over heavy AI-related capital spending triggered a regional technology sell-off, with South Korea and Taiwan seeing the largest outflows.

Why it matters for Asia

equity volatility in AI-linked firms can affect funding conditions, valuations and capital access across Asia’s semiconductor and platform ecosystem.

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2

Singapore economy grows faster than expected in Q4 on electronics strength

Singapore’s economy expanded 6.9 per cent year-on-year in the fourth quarter of 2025, beating advance estimates, supported by strong electronics and manufacturing performance linked to AI-related demand.

Why it matters for Asia

stronger electronics output tied to global AI investment reinforces Singapore’s role in advanced manufacturing and semiconductor supply chains.

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3

Singapore to invest over S$1 billion in public artificial intelligence research

Singapore will invest more than S$1 billion in public AI research through 2030 to strengthen responsible AI development, research capability and talent pipelines.

Why it matters for Asia

long-term state funding anchors ecosystem growth and positions Singapore as a sustained AI research hub in Asia.

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That's today's 3 Before 9.

Explore more at AI in Asia or share signals with us.

Recent Editions

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.

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.

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.

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.

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.

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.