# AsiaAI\.FYI: East Asian Technology Intelligence

> East Asian technology intelligence in English\. The AI infrastructure, chip and robotics stories that never make it past the wire services\.

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## Pages
- [Analysis](https://asiaai.fyi/analysis/)
- [Cookie policy](https://asiaai.fyi/cookie-policy/)
- [Home](https://asiaai.fyi/)
- [AI Industry Guides](https://asiaai.fyi/ai-industry-guides/)
- [About](https://asiaai.fyi/about/)

## Posts
- [TSMC's Simultaneous 20\-Fab Buildout: The Extreme Infrastructure Strain Behind the AI Chip Shortage](https://asiaai.fyi/tsmc-20-fab-buildout-equipment-shortage/): Top stories: TSMC's Jeffrey Hou Details Global Fab Construction Boom and Supply Chain Challenges Amid Relentless AI Demand · Samsung and Broadcom Expand Collaboration in Memory and Foundry for AI · Anthropic Secures 48 Trillion Won in AI Computing Backed by NVIDIA and Others · Google's Chief Technology Officer Announces Expansion of Shilin AI R\&D Center in Taiwan at SEMICON
- [TSMC's 20\-Fab Global Expansion: Why a Double\-Sized Equipment Forecast Strains AI Supply Chains](https://asiaai.fyi/tsmcs-global-fab-expansion-ai-supply-bottlenecks/): TSMC Senior VP Jeffrey Hou revealed at SEMICON Taiwan 2026 that AI demand led to a near\-doubling of equipment procurement forecasts within six months, forcing TSMC to simultaneously construct 13 fabs in Taiwan and 5\-6 overseas, totaling…
- [$200B Samsung\-Broadcom Alliance: Securing HBM and 2nm Foundry Capacity Through 2030](https://asiaai.fyi/samsung-broadcom-hbm-2nm-foundry-alliance/): Samsung Electronics has announced a significant expansion of its strategic collaboration with Broadcom in AI memory and foundry technologies\.
- [Japan's ¥8\.5T Defense Budget: AI Command Systems and Rapid Drone Acquisition on the Front Line](https://asiaai.fyi/japan-defense-budget-ai-drones/): Japan's Ministry of Defense has submitted a record\-high budget request of ¥8\.89 trillion \(approximately $57 billion USD\) for fiscal year 2027, focusing on modernizing its defense capabilities\.
- [Google's Taipei Expansion: Why Shilin Is Central to custom TPU and Infrastructure Cycles](https://asiaai.fyi/googles-taipei-expansion-tpu-hardware-cycles/): Amin Vahdat, Google's Senior VP for AI \& Infrastructure, spoke at SEMICON Taiwan 2026, outlining Google's integrated AI infrastructure from custom chips to data centers\.

## Guides
- [Korea Robotics Landscape](https://asiaai.fyi/guides/korea-robotics-landscape/): The world's most automated country is running out of workers — how Korea moved from factory arms to cobots, logistics fleets, and humanoids\.
- [China AI Industry Map](https://asiaai.fyi/guides/china-ai-industry-map/): Baidu, Alibaba, Tencent, and Huawei bundle AI with cloud and hardware; Moonshot, 01\.AI, and Zhipu compete on models\. Domestic substitution is the organizing logic\.
- [Japan AI Industry Map](https://asiaai.fyi/guides/japan-ai-industry-map/): Which labs actually ship models, why SoftBank and NTT are building compute domestically, and where METI money lands\.
- [Taiwan Semiconductor Ecosystem](https://asiaai.fyi/guides/taiwan-semiconductor-ecosystem/): An island that invented the pure\-play foundry, then built the design services, packaging, and server assembly around it — and concentrated all of it inside three science parks\.
- [Japan Semiconductor Ecosystem](https://asiaai.fyi/guides/japan-semiconductor-ecosystem/): Rapidus's 2nm bet, the materials and equipment suppliers the world can't route around, and what METI's subsidies have actually purchased\.

## Categories
- [Newsletter](https://asiaai.fyi/category/newsletter/)
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- [China Watch](https://asiaai.fyi/category/china-watch/)

## Regions
- [Asia\-wide](https://asiaai.fyi/guides/region/asia-wide/)
- [Japan](https://asiaai.fyi/guides/region/japan/)
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- [China](https://asiaai.fyi/guides/region/china/)
- [Taiwan](https://asiaai.fyi/guides/region/taiwan/)

## Topics
- [Industry Maps](https://asiaai.fyi/guides/topic/industry-maps/)
- [Semiconductors](https://asiaai.fyi/guides/topic/semiconductors/)
- [Policy \& Regulation](https://asiaai.fyi/guides/topic/policy-regulation/)
- [Enterprise AI](https://asiaai.fyi/guides/topic/enterprise-ai/)
- [Robotics](https://asiaai.fyi/guides/topic/robotics/)

## Regions
- [Japan](https://asiaai.fyi/region/japan/)
- [Taiwan](https://asiaai.fyi/region/taiwan/)
- [China](https://asiaai.fyi/region/china/)
- [Korea](https://asiaai.fyi/region/korea/)
- [Asia\-Wide](https://asiaai.fyi/region/asia-wide/)

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