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
Manycore Tech plans $200M Hong Kong IPO this year
OUR TAKEManycore Tech of China, a maker of 3D design software, is preparing for an initial public offering (IPO) in Hong Kong to raise up to $200 million. The Hangzhou-based company, which was originally targeting a US listing in 2021, has shifted its focus to Hong Kong following…
Asia-Pacific Institutional Trends
China’s secretive agency backs off aggressive policy
OUR TAKEThe Cyberspace Administration of China (CAC) has recently relaxed some of its stringent regulatory measures, reversing actions that had previously wiped a significant $1 trillion off the market value of Chinese tech stocks. This shift in policy follows aggressive actions…
Asia-Pacific Cloud Services Trends
Nikon fields ‘remarkable’ demand for older chip tools in China
OUR TAKENikon is capitalising on a surge in demand for its legacy lithography machines in China, driven by the country’s initiative to build an independent semiconductor supply chain. As US and allied restrictions limit access to the latest chip-making technologies, Chinese…
Asia-Pacific Cloud Services Trends
U.S. chip stocks fluctuate amid U.S.-China tech dispute
OUR TAKEThe semiconductor sector’s recent volatility underscores the precarious balance between geopolitical tensions and market stability. Investors must navigate these choppy waters with caution, yet remain hopeful in the industry’s proven resilience and capacity for…
Asia-Pacific Cloud Services Trends
Paytm’s loss widens as regulatory action continues to bite
OUR TAKEPaytm, a popular Indian fintech company, continued to suffer financial setbacks after its net loss doubled to $100 million in the first quarter of the fiscal year. Faced with stringent regulatory measures from the Reserve Bank of India, which almost shut down its banking…
Asia-Pacific Cloud Services Trends
US leadership ready for collateral damage in China tech war
OUR TAKEThese planned restrictions could hurt ASML and major U.S. tech giants, while China may use the opportunity to enhance its R&D capabilities and reduce reliance on Western technology, making the effectiveness of the restrictions uncertain.— Yasmine Luo, BTW reporter What…
Asia-Pacific Cloud Services Trends
India’s first unicorn sets sights on IPO after returning home
OUR TAKEInMobi, a Mumbai-based mobile advertising company, is targeting an IPO in India in the second half of 2025, following its strategic decision to move its headquarters back to India from Singapore earlier this year. The move, spearheaded by founder Naveen Tewari, aims to…
Asia-Pacific Cloud Services Trends
Asia-Pacific gains from World Radiocommunication Conference
The latest World Radiocommunication Conference advanced the Asia-Pacific region’s radio spectrum development.
Asia-Pacific Cloud Services Trends
U.S. trade fears over China spark $500B chip stock slide
Wall Street’s semiconductor index lost over $500 billion on Wednesday due to reports of potential U.S. export restrictions on China. Intel, a major beneficiary of the U.S. Chips Act with $52.7 billion in subsidies, may gain from geopolitical tensions but faces concerns over…
Asia-Pacific Cloud Services Trends
Google, Microsoft offer Nvidia AI chips to China
Google and Microsoft are sidestepping U.S. sanctions by offering Nvidia’s powerful AI chips to Chinese companies via overseas data centres.
Asia-Pacific Cloud Services Trends
US mulls tougher trade curbs in chip crackdown on China
OUR TAKEThe Biden administration is considering imposing tough new trade restrictions on foreign companies that supply semiconductor technology to China. The potential move, known as the Foreign Direct Product Rule (FDPR), is aimed at curbing the activities of companies such as…
Asia-Pacific Cloud Services Trends
ASML shines bright in Q2 with bookings rise on AI demand
ASML announced better-than-expected earnings for Q2 of 2024 today on strong sales to China and with an increase in new bookings. Fouquet said 2024 is embarked as a “transition year” where ASML aims to maintain steady performance in preparation for a robust 2025.
Asia-Pacific Cloud Services Trends
ASML Q2 results show massive new orders for chips
OUR TAKEThe surge in ASML’s new orders, fueled by the booming demand for AI chips, highlights the intense race for technological dominance in the global semiconductor market. While China’s robust appetite for older-generation equipment showcases resilience in the face of…
Asia-Pacific Cloud Services Trends
Shopee Thailand enhances shopping experience with Meta partnership
Shopee Thailand and Meta integrate Shopee’s catalogues into Messenger, enhancing sales and customer engagement with AI for Thai language.
Asia-Pacific Cloud Services Trends
U.S. to target Chinese vehicle components and software
OUR TAKEThe surge in affordable Chinese car sales in the U.S. has prompted bans on Chinese components, increased tariffs, and data security measures, reflecting a mix of economic protectionism and geopolitical concerns, and potentially leading to U.S.-China negotiations.— Yasmine…
Asia-Pacific Cloud Services Trends
Tiny Japanese startup brings AI dating to the elderly
Samansa Company’s Loverse app is addressing Japan’s loneliness crisis among its ageing population through the provision of AI companionship.
Asia-Pacific Cloud Services Trends
TSMC Q2 profit soars 30% on AI demand
Taiwan Semiconductor Manufacturing Company is expected to report a 30% increase in second-quarter profits to $7.25 billion, driven by heightened demand for its advanced semiconductors used in AI applications, with its ADRs recently surpassing a trillion-dollar valuation.
Asia-Pacific Cloud Services Trends
Partior raises $60M to advance blockchain cross-border payments
Singapore’s blockchain fintech firm, Partior, declared the successful closure of its Series B funding round, securing $60 million.
Asia-Pacific Cloud Services Trends
iPhone shipments rebound thanks to AI and discounts
OUE TAKEApple’s iPhone sales rebounded slightly in the June quarter, with 45.2 million units shipped, up 1.5% year-on-year despite a slight decline in market share. This recovery was largely fuelled by heavy discounting during China’s 618 shopping festival. Apple’s strategic use…
Asia-Pacific Institutional Trends
Australia plans to introduce a law against online scams
Australia will introduce a law mandating internet companies to proactively prevent online scams, with substantial fines for non-compliance.