The global AI race is often described as a contest between American model developers and Chinese technology champions. That framing misses a larger point: Asia as a region may become the biggest winner because it supplies the hardware, manufacturing capacity, engineering talent and enterprise adoption needed to turn AI from software spectacle into economic infrastructure….
Asia’s artificial-intelligence hardware boom is lifting chipmakers, component suppliers and equipment firms across Taiwan, South Korea and Japan, as demand for compute infrastructure spreads beyond the largest U.S. cloud companies. The rally is no longer only about advanced processors; it now includes memory, packaging, substrates, cooling systems and power-management components. Taiwan remains central because of…
Prime Minister Takaichi’s fiscal expansion agenda includes substantial commitments to AI infrastructure that are attracting less attention than the defense and construction spending but may prove equally consequential. The proposed budget includes funding for government-backed AI computing centers, subsidies for private-sector data center construction, and expanded support for AI research at national universities. AirTrunk secured…
SK Hynix announced on Tuesday that it will invest 19 trillion won ($12.9 billion) to build a new advanced chip packaging facility in Cheongju, South Korea. Construction is set to begin in April, with completion targeted for the end of 2027 and full operations expected by 2028. The investment, one of the largest single commitments…
The debut of Shanghai Biren Technology on the Hong Kong Stock Exchange, raising HK$5.58 billion in an offering that was subscribed more than 2,300 times in the public tranche, and Baidu’s confidential filing for a Kunlunxin IPO on the same day, have put Hong Kong’s regulatory framework for semiconductor listings under intense scrutiny. The exchange’s…
