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AI in Asia
3 Before 9: April 27, 2026
3 Before 9

Sunday, 26 April 2026

3 Before 9: April 27, 2026

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

Listen to today's 3 Before 9

Who should pay attention

Enterprise leaders | Developers | Founders | Policymakers

What changes next

North Asia is consolidating as the centre of gravity for physical AI, autonomous mobility and AI compute, forcing Southeast Asian and Middle Eastern buyers to redesign procurement and policy around Japanese, Chinese and Korean platforms.

1

Sony's Robot Beats Pro Table Tennis Players In Nature First

Sony AI's Project Ace, an autonomous robot that uses event-based vision sensors and reinforcement learning, has become the first machine to beat elite human players at table tennis under International Table Tennis Federation rules, according to a paper published on the cover of Nature last week. The system reacts in 20 milliseconds, more than ten times faster than a human pro, and returned spins of up to 450 radians per second with a 75 per cent success rate. Across formal matches against five elite players and two professionals, Ace took three wins from five and continued to beat both elite and one pro player in additional bouts in December and March. Sony Semiconductor Solutions supplied the high-speed image sensors at the heart of the perception stack.

Why it matters for Asia

Sony has pulled off what looks like the next "AlphaGo moment" for physical AI, and it has happened in Tokyo rather than Silicon Valley. For Asia's industrial heartland, where Japanese, Korean and Chinese factories are racing to deploy humanoid and bimanual robots into electronics assembly, automotive and warehouse floors, Ace shows that real-time reinforcement learning at sub-human latency is now production-ready. Manufacturing, logistics and consumer robotics buyers across the region should expect Sony's perception and control stack to start showing up in commercial products well inside this decade.

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2

Geely Unveils China's First Purpose-Built Robotaxi At Auto China

Geely, AFARI Technology and CaoCao Mobility used the opening of Auto China 2026 in Beijing on Saturday to debut the EVA Cab, a vehicle the group bills as China's first robotaxi designed from scratch with no steering wheel and no human controls. The cabin uses a face-to-face seating layout, electric sliding doors and a 1,400 TOPS H9 compute platform running a 196 billion-parameter Step 3.5 model that the team says handles 99 per cent of daily traffic scenarios with reaction times three times faster than a human driver. Geely has confirmed that CaoCao Mobility, its Hangzhou-based ride-hail subsidiary, will start commercial operation of a CaoCao-customised EVA Cab edition from 2027.

Why it matters for Asia

China's robotaxi race has so far been a contest of retrofitted EVs from Pony AI, WeRide and Baidu Apollo. The EVA Cab is the first time a Chinese OEM, a tier-one autonomy stack and a national ride-hail operator have committed to a clean-sheet design with a published commercial date. For Southeast Asian and Middle Eastern operators that already buy Geely platforms, that timeline brings purpose-built Chinese robotaxis into procurement conversations alongside Waymo, with knock-on effects on insurance, fleet financing and city-level autonomy regulation across the region.

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3

AI Chip Boom Pushes Taiwan And Korea Past The UK

Taiwan and South Korea have leapfrogged the United Kingdom in global equity rankings as the AI chip rally lifts TSMC, Samsung Electronics and SK Hynix into a structurally bigger weight class than Europe's largest exchange. Taiwan's market capitalisation now sits near US$4.3 trillion, with TSMC alone accounting for more than 40 per cent of the total, while South Korea's KOSPI is up roughly 44 per cent year to date and trails the UK by only US$140 billion. The rotation has been compounded by foreign inflows into Asian semiconductor exposure after DeepSeek's V4 launch and Huawei's Ascend chips reset assumptions about who supplies the world's AI compute.

Why it matters for Asia

This is a structural rebalancing rather than a momentum trade. Pension funds, sovereign allocators and corporate treasuries that benchmark to MSCI World now need to carry materially more North Asia chip exposure, and that capital tilt feeds back into cheaper financing for TSMC's A13 fab roadmap, Samsung's HBM4 ramp and SK Hynix's stacked-DRAM line-up. For enterprise buyers and policymakers across Southeast Asia and India, it also explains why Taipei and Seoul are now the rooms where global AI hardware decisions are being made.

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THE AI IN ASIA VIEW

Three stories, three different layers of the AI stack, and one common signal: the centre of gravity in physical and infrastructural AI now sits firmly in North Asia. Sony has cracked real-time embodied learning in Tokyo. Geely has put the world's first clean-sheet robotaxi on a Beijing showfloor with a 2027 commercial date. And the global capital markets have started repricing Taiwan and Korea as the structural home of AI compute. Each of these is meaningful on its own; together they are a regime change that western enterprise buyers and Asian policymakers can no longer file under "interesting".

For Southeast Asian operators, the practical question is no longer whether to integrate North Asian AI hardware, robotics platforms and autonomy stacks, but how quickly procurement, regulation and workforce planning can catch up. Expect a wave of partnership announcements between Singaporean, Indonesian, Thai and Indian buyers and their Japanese, Korean and Chinese counterparts over the next two quarters, particularly in factory automation, fleet mobility and sovereign chip supply. The companies and capitals that move first on these supply lines will set the default for the rest of the decade.

That's today's 3 Before 9.

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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.
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