This week: TrendForce: Top 10 Foundries Register 3.7% QoQ Revenue Growth in 1Q 2026 Driven by AI and Consumer Electronics · SpaceX Acquires AI Coding Tool ‘Cursor’ for ¥9.6 Trillion, Promising ‘Significant Improvements Soon’ · China Achieves Breakthrough in Silicon-28 Mass Production for Quantum Computing · East Asia’s Memory and AI Chip Boom Reshapes Global Semiconductor Landscape
This week: Prime Minister Takaichi to Propose ‘Joint Stockpiling Partnership Initiative’ for Critical Minerals at G7 Summit · Japan’s AI Strategy: Navigating the Geopolitical Race with Physical AI · Global Datacentre Capex to Hit $1 Trillion in 2026, Driven by AI
This week: Amazon had communicated concerns about Anthropic’s latest AI prior to US government’s shutdown order: Sources · U.S. Halts Anthropic’s Top Models: Export Controls Snare Frontier AI · Why China is attracting wealthy Gulf families in search of education, tech and business · East Asian AI Hardware Bets: Memory, Glass, and Global Ambition
This week: China’s AI Software Cost Advantage, Japan’s Rapidus Funding, and Global Semiconductor Boom Highlighted · What’s Lacking for Data Center Construction Isn’t ‘Power Generation’ but ‘Power Transmission’; AI Demand Forecast to Increase Power Consumption by 26%, Gartner Predicts · Huawei Considers Deploying Ascend AI Chips in Latin America, Pushing Chinese Hardware Deeper into US-Courted Region · Cadence, Samsung Foundry Expand 2nm and 3D-IC Platform Partnership
This week: DubGuild Raises ¥2.1 Billion Led by JAFCO for Text-Free, Voice-Focused AI Model Development · Japan’s Ruling Party: ‘Completely Domestic AI is Unrealistic,’ Urges Focus on Strengths in Manufacturing and Healthcare
Issue #2 of AsiaAI.FYI | East Asian technology intelligence.
Issue #1 of AsiaAI.FYI | East Asian technology intelligence.
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