From brains to background: Why informational civilisation may eclipse humanity
Lu Heng argues civilisation’s future is shaped by energy efficiency, not ideology, as intelligence shifts beyond biology.
Asia-Pacific
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Global data centre capacity set to double by 2030 as AI demand fuels expansion
JLL predicts data centre capacity will near 200 GW by 2030, highlighting AI demand and a need for up to $3 trillion in investment.
China Orders Pause on Nvidia H200 Chip Orders Amid Policy Uncertainty
What happened? Beijing has instructed certain Chinese technology firms to suspend new orders for Nvidia’s H200 artificial intelligence chips this week, according to a report citing insiders. The request comes as Chinese regulators evaluate whether to formally allow access to the high‑performance US‑…
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Asia-Pacific
From brains to background: Why informational civilisation may eclipse humanity
Lu Heng argues civilisation’s future is shaped by energy efficiency, not ideology, as intelligence shifts beyond biology.
Trends
Global data centre capacity set to double by 2030 as AI demand fuels expansion
JLL predicts data centre capacity will near 200 GW by 2030, highlighting AI demand and a need for up to $3 trillion in investment.
Trends
China Orders Pause on Nvidia H200 Chip Orders Amid Policy Uncertainty
What happened? Beijing has instructed certain Chinese technology firms to suspend new orders for Nvidia’s H200 artificial intelligence chips this week, accor…
Asia-Pacific
Why IPv4 Scarcity transforms IPs into Investable Assets
As IPv4 supply runs out, IP addresses gain asset value, creating secondary markets and new financial considerations for network operators.
Trends
NCS Australia’s regional role raises questions about autonomy and external influence
How NCS Australia’s expansion raises questions about regional autonomy and influence in the digital technology sector.
Trends
India heralds $4.6B investment in home-grown electronic components under ECMS
India approved $4.6B in electronics component projects to bolster domestic supply and cut import reliance under its ECMS.
Trends
Telenor finally exits Pakistan after prolonged divestment saga
Telenor completes its exit from Pakistan by selling its remaining stake to Millicom, marking a strategic shift in its global portfolio.
Trends
Softcell Technologies builds enterprise IT for a cloud-first India
Softcell Technologies delivers enterprise IT services in India, focusing on cloud solutions, cybersecurity, networking and managed services.
Trends
US grants TSMC licence for chipmaking tools to China plant amid export control tweaks
US issues an annual licence for TSMC to import US chipmaking equipment to its China facility as export controls evolve in 2026.
Trends
China’s Biren raises $717M in Hong Kong AI chip IPO
Chinese AI chip designer Biren completes a $717m Hong Kong listing, highlighting strong interest in domestic semiconductor innovation.
Trends
Baidu’s Kunlunxin files confidentially for Hong Kong IPO amid China’s AI chip push
Baidu prepares a potential IPO for its AI chip arm Kunlunxin as China accelerates efforts to build domestic semiconductor capacity.
Asia-Pacific
China’s landSpace targets $1B IPO to fuel reusable rocket technology growth
China’s LandSpace plans a $1 billion IPO to accelerate reusable rocket technology and expand its commercial space presence.
Trends
India’s broadband subscriber base surpasses 1B, Marking decade of digital expansion
India’s broadband subscriber base crossed 1 billion in November 2025, reflecting rapid expansion of digital connectivity nationwide.
Asia-Pacific
China enforces 50% domestic equipment rule for chipmakers to boost local supply chain
China requires chipmakers to use at least 50 % domestically made equipment for new capacity, reshaping semiconductor supply chains.
Asia-Pacific
MiniMax’s IPO signals momentum in China’s AI scale and Hong Kong tech listings
MiniMax’s Hong Kong IPO backed by Alibaba and Gulf capital signals renewed momentum for China’s AI market and tech listings.
Asia-Pacific
xAI expands AI compute capacity with third data centre purchase
xAI buys a third building near Memphis to expand AI compute to nearly 2 GW, highlighting competition and environmental concerns.
Asia-Pacific
US grants Samsung and SK hynix licences to ship chipmaking tools to China for 2026
US grants annual licences for Samsung and SK Hynix to ship chipmaking tools to China for 2026 under new export control regime.
Trends
Coupang pledges $1.18 billion in vouchers after massive South Korean data breach
South Korea’s Coupang to compensate 33.7 million users with vouchers after data breach, facing criticism for inadequate restitution measures
Asia-Pacific
South Korean L&F slashes value of Tesla battery material supply deal to $7,386
South Korea’s L&F cuts Tesla battery material supply deal value to $7,386 from $2.9 billion as EV demand and 4680 rollout falter.
Asia-Pacific
TSMC evacuates facilities after Taiwan earthquake hits Hsinchu science park
A strong earthquake near Hsinchu Science Park disrupted operations at some TSMC sites, renewing focus on supply chain risk in chipmaking.