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SoftBank-owned Arm Holdings has unveiled the AGI CPU, a 136-core data centre processor built on TSMC's 3nm process - marking the first time in the company's four-decade history that it has manufactured its own silicon. Developed with Meta as lead partner, the chip targets the CPU-side orchestration work needed to coordinate accelerators in large-scale AI deployments. Arm claims the AGI CPU delivers more than twice the performance per server rack compared to the latest x86 platforms, with potential savings of up to $10 billion per gigawatt of data centre capacity. Commercial systems are already shipping from Lenovo, Quanta Computer, and Supermicro.

South Korean memory giant SK Hynix has filed confidentially with the US Securities and Exchange Commission for a potential Nasdaq listing, seeking to raise between $10 billion and $14 billion. The company, one of the world's leading suppliers of high-bandwidth memory chips used in AI processors, plans to earmark proceeds for expanding its AI memory production capacity and building out a semiconductor cluster in Yongin, South Korea. The move also aims to close the valuation gap with US-listed peers, where AI-focused chipmakers typically command higher market multiples.

The Boao Forum for Asia has released its annual economic outlook report declaring that the global epicentre of AI development is progressively shifting from Europe and the United States toward Asia. The report credits the region's substantial digital populations, diverse application ecosystems, and coherent policy frameworks for driving the transition. China was singled out for achieving full-chain industrial maturity in AI, while Japan and South Korea were recognised for their strengths in high-end manufacturing and industrial automation. Singapore was highlighted as a model of application-driven advancement and governance innovation.