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AI in Asia
3-Before-9 (5 January 2026)
3 Before 9

Monday, 5 January 2026

3-Before-9 (5 January 2026)

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

Who should pay attention

Technology executives | Supply chain managers | AI developers | Policy makers

What changes next

The growing compute arms race will further drive GPU demand and data centre expansion in APAC. Subsequently, this will have implications on infrastructure, power policy, and sustainability debates.

1

Chips & supply chains

The US just gave TSMC (and Samsung, SK Hynix) a new annual licence to keep importing US chipmaking tools into their China fabs.

Why it matters for Asia

this keeps mature-node supply steadier while export controls tighten, reducing near-term supply shock risk across Asia’s electronics and automotive supply chains.

2

ChatGPT workflow change

ChatGPT change: Voice in the macOS desktop app is being retired on 15 January 2026

Why it matters for Asia

if you rely on Mac desktop voice workflows, you’ll need to shift to web, mobile, or Windows, and update any team enablement or personal workflows accordingly.

3

Before-9 (5 January 2026)

Three AI signals you should know before 9am

3

China AI governance

China’s Cybersecurity Law amendments are coming into force with explicit AI-related provisions.

Why it matters for Asia

formal AI governance language inside a core cybersecurity regime usually signals tighter expectations on AI deployment, oversight, and accountability for companies operating in or selling into China. ## Bonus signal (too big to ignore) xAI is scaling compute aggressively through new facilities to expand training capacity Why it matters for Asia: the compute arms race keeps pushing GPU demand, energy constraints, and data centre expansion across APAC, with knock-on effects for infrastructure, power policy, and sustainability debates. That’s your 3-Before-9. If one of these matters to your work today, it’s worth acting on before the inbox fills up. Got a signal we should be tracking? Send it through here or sign up for news alerts.

Bonus Signal

(too big to ignore)

xAI is scaling compute aggressively through new facilities to expand training capacity

Why it matters for Asia: the compute arms race keeps pushing GPU demand, energy constraints, and data centre expansion across APAC, with knock-on effects for infrastructure, power policy, and sustainability debates.

That’s your 3-Before-9.

If one of these matters to your work today, it’s worth acting on before the inbox fills up.

Got a signal we should be tracking? Send it through here or sign up for news alerts.

That's today's 3 Before 9.

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

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.
Read edition

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.
Read edition

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.
Read edition

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.
Read edition

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.
Read edition

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