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Your essential AI intelligence briefing. Three signals that matter, delivered before your first cup of coffee.
AI leaders, founders, enterprise decision-makers, and teams deploying AI across Asia.
Regulatory expectations tighten, infrastructure buildout accelerates, and enterprise AI governance matures.
Nvidia’s chief executive told media in Taiwan that business remains strong and that suppliers will be crucial to meeting ongoing demand for AI chips, even as memory shortages present challenges.
Why it matters for Asia
sustained investment in Asia-based hardware supply chains supports GPU and memory production, which are critical to AI training and inference infrastructure across the region.
South Korea’s export data for January showed the fastest growth in more than four years, with demand for components tied to AI server builds cited as a key driver of trade performance.
Why it matters for Asia
stronger exports of AI-related hardware indicate rising global demand and bolster Asia’s position as a core node in the semiconductor and AI compute ecosystem.
China’s two largest tech groups, Alibaba and Baidu, have begun IPO processes for their semiconductor design units, signalling Beijing’s push to strengthen homegrown AI hardware capabilities.
Why it matters for Asia
public listings for domestic chip designers could attract capital toward Asia’s AI silicon industry, reducing dependency on overseas suppliers and accelerating regional compute advancements.
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