Asia-Pacific Trends
Asia-Pacific Trends
Asia-Pacific market trend intelligence tracks cloud service, regional ISP, national telecom, data centre, and institutional infrastructure signals across Asia-Pacific internet infrastructure markets. BTW.

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Asia-Pacific Cloud Services Trends
SET and FTSE Russell announce partnership to enhance ESG standards in Thailand
SET partners with FTSE Russell to adopt a new ESG scoring framework by 2026, aligning Thai market standards with global practices.

Asia-Pacific Institutional Trends
China’s robotaxi raises concerns about job displacement due to AI
OUR TAKEChina’s government has been supportive of autonomous vehicle development, as seen in recent rulings allowing self-driving cars to be tested on public roads in certain regions, indicating a commitment to fostering innovation and technological advancements in the…

Asia-Pacific Cloud Services Trends
Meta to 10X computing power for Llama 4
OUR TAKEThe rising costs of training large language models pose challenges for Meta and OpenAI. While investments in flexible infrastructure are crucial, short-term revenue from generative AI may be limited. Meta’s success with its AI chatbot in India demonstrates the potential…

Asia-Pacific Cloud Services Trends
US to impose new restrictions on China’s access to AI memory chips
OUR TAKE Micron is largely unaffected, as the chipmaker has not exported its HBM products to China after Beijing banned its memory chips from being used in critical infrastructure in 2023. HBM chips need to run artificial intelligence semiconductors, such as those sold by market…

Asia-Pacific Cloud Services Trends
Enlight and Supermicro unveil Asia’s first NVIDIA H200 AI computing centre in Taiwan
Initiated by Enlight Corporation, in conjunction with SuperMicro and Chief Telecom, the Taiwan AI Computing Centre (AICC) was officially launched on July 26, 2024. Legislator Cheng Cheng-Chien and Director-General of the Department of Investment Promotion at MOEA, Chang Ming-Pin…

Asia-Pacific Cloud Services Trends
US to tighten chip export controls to China
OUR TAKEThe new measures will further tighten export controls and reinforce US efforts to contain China’s technological advancements in critical sectors. This new constraint against China poses a further challenge to China’s technological development, which might aggravate the…

Asia-Pacific Institutional Trends
C5i expands AI capabilities with Analytic Edge acquisition
OUR TAKEC5i acquired Analytic Edge, a marketing analytics firm, which can improve C5i’s capabilities in data-driven marketing solutions with Analytic Edge’s expertise in analytics to improve client offerings. This acquisition of Analytic Edge aligns with C5i’s focus on…

Asia-Pacific Cloud Services Trends
SpaceX eyes Australian waters for Starship rocket landings
OUR TAKESpaceX is in talks to land and recover its Starship rocket off Australia’s coast, aiming to expand its presence and strengthen U.S.-Australian space and military cooperation, which reflects a strategic move to enhance its testing capabilities and solidify international…

Asia-Pacific Cloud Services Trends
Australia commits $18M to establish digital cable centre
Australia announced the establishment of a new digital cable centre, committing $18 million to enhance Indo-Pacific connectivity.

Asia-Pacific Cloud Services Trends
India’s Rapido joins unicorn club with $120M funding boost
OUR TAKERapido’s rise to unicorn status is like the ultimate Indian underdog story. They’re taking on the big guns like Uber and Ola with their two-wheeler game, showing that nimble and agile can beat out the big, bulky cabs. And partnering with Swiggy? That’s like having the…

Asia-Pacific Cloud Services Trends
SpaceX plans first starship landing and recovery off Australia
OUR TAKESpaceX wants to land its giant Starship rocket off Australia’s coast. It’s like Elon Musk’s taking his space dreams Down Under. But why Australia? Could be part of the U.S.’s plan to beef up security in the region, with AUKUS and all. And let’s face it, Australia’s got…

Asia-Pacific Cloud Services Trends
Qualcomm’s new chip brings 5G to budget phones under $100
OUR TAKEQualcomm’s Snapdragon 4s Gen 2 is a smart play for the budget-conscious crowd. It’s like a gateway drug to 5G for India and Latin America, where folks have been stuck with slow speeds. Remember when 4G first hit those markets? It was a game-changer. Now, Qualcomm’s…

Asia-Pacific Cloud Services Trends
91 nations commits to no taxes on cross-border data movement
91 nations,including the US,Japan and EU members,will keep exempting cross-border data from taxes,backing digital economy expansion.

Asia-Pacific Institutional Trends
Malaysia’s new social media license targets cyber offences
Starting August 1, social media services with over 8 million users in Malaysia must apply for a license to combat cyber offences, with a compliance deadline of January 1, 2025, or face legal action.

Asia-Pacific Cloud Services Trends
Trump advocates cryptocurrency, targeting China and regulation
Donald Trump, at the Bitcoin 2024 conference, advocated for cryptocurrency and proposed a national “stockpile” of bitcoin.

Asia-Pacific Institutional Trends
South Korea aids small businesses amid e-commerce crisis
South Korea’s government announced liquidity support package to help small businesses affected by payment delays from e-commerce platforms.

Asia-Pacific Cloud Services Trends
Thailand plans new tax breaks to attract investment in hybrid cars
OUR TAKEThailand has announced a new set of incentives aimed at attracting significant investment in hybrid electric vehicles (HEVs) over the next four years. The plan, which aims to boost Thailand’s bid to become an electric vehicle (EV) manufacturing hub, includes significant…

Asia-Pacific Cloud Services Trends
Trump pledges national bitcoin stockpile to counter China
OUR TAKETrump’s pledge to create a national bitcoin reserve is a bold and controversial strategy that could redefine the U.S. stance on cryptocurrency. While it appeals to crypto enthusiasts, it also highlights the tension between innovation and regulation in the financial…

Asia-Pacific Institutional Trends
Apple plans to launch its first foldable iPhone in 2026
OUR TAKEApple has been developing foldable screen technology for some time and has applied for related patents. According to reports, Apple’s foldable iPhone is expected to be thinner and lighter than competitors on the market, and Apple is working to fix the crease problem…

Asia-Pacific Cloud Services Trends
Apple’s China smartphone shipments drop 6.7% as Huawei surges
OUR TAKE Huawei made a comeback in high-end smartphones in defiance of U.S. sanctions last August. Huawei Mate 60 Pro became the world’s first smartphone to support satellite calls, the new Kirin chip, faster 5G network speed instantly detonated the entire market, and appeared in…
