Singapore is reasserting itself as Southeast Asia’s data-centre capital after a period of tighter capacity controls, as operators adapt to stricter sustainability requirements and rising demand for cloud and AI infrastructure. Industry executives say the city-state’s combination of connectivity, legal certainty and enterprise demand continues to outweigh its land and power constraints. For years, Singapore’s…
For the better part of a decade, the global semiconductor conversation has revolved around one metric: transistor density. Whoever could print the smallest, most densely packed chips commanded the value chain. TSMC’s dominance in leading-edge fabrication, now pushing into 2-nanometer production, has been the defining competitive advantage of the AI hardware era. But the next…
The U.S.-Israeli military strikes on Iran and the effective closure of the Strait of Hormuz are producing an immediate energy crisis. They are also producing something less visible but potentially more consequential: a compression of the technology adoption timelines for energy alternatives across Asia. Renewable energy deployment schedules, battery storage installation targets, nuclear reactivation programs,…
South Korea’s Framework Act on Artificial Intelligence Development and Establishment of Trust, commonly known as the AI Basic Act, went into enforcement on January 22, 2026. The timing matters. South Korea is now the first country in Asia with a comprehensive, binding AI governance law that carries extraterritorial reach, transparency obligations, and mandatory risk assessments…
TSMC’s record fourth-quarter results and $52-56 billion 2026 capex plan confirmed the company’s position as the single most important manufacturer in the AI hardware supply chain. But beneath the financial headlines, TSMC is managing a technology development challenge that is more complex than at any point in its history: simultaneously ramping a new transistor architecture…
