Analysis
In-depth analysis of the forces shaping AI and technology in Asia.
Twelve Deals in Eighteen Months: Why Ant Group Is Buying Into the Robot Future
Alibaba affiliate Ant Group has quietly become one of the most aggressive investors in humanoid robotics, with a dozen deals since early 2025. The fintech giant's strategy says a lot about where China thinks embodied AI is going.
From 'Best Model Wins' to 'Best Fit Wins': The Frontier AI Glut Is Rewriting the Race
GPT-5.6, Fable 5, Grok 4.5, GLM-5.2 and a delayed Gemini 3.5 Pro all landed within weeks. When every lab has a frontier model, the competition moves to price, speed, access — and trust.
Humanoid Robots Hit the Public Markets — and the Hype Meets Its First Earnings Test
Unitree's Shanghai IPO, Agility's Nasdaq SPAC and Tesla's Optimus line arrived in the same fortnight. Behind the frenzy, halved profits and internal-only production suggest the sector's real test is just beginning.
JADEPUFFER and Squidbleed: The Week AI Cybersecurity Stopped Being Theoretical
An AI agent ran an entire ransomware attack end-to-end. Days earlier, another found a 29-year-old bug humans missed. Both point to the same future — arriving faster than defenders planned.
80 Million Exposed, 67% Untouched: Decoding the ILO's Landmark Report on AI and ASEAN's Workers
The headline number sounds alarming, but the real story is subtler — and more worrying: Southeast Asia's AI disruption will be unequal by country, sector, and gender.
Why Korea's Crown-Jewel Chipmaker Listed in New York — and What It Says About Asia's Capital Markets
SK Hynix's record $26.5 billion ADR offering is a triumph for the company and an indictment of the 'Korea discount.' The implications reach far beyond one stock.
ASEAN's Third Way: Why Singapore and Indonesia Are Redefining AI Sovereignty
At the Asia Economic Summit in Jakarta, the region's two digital heavyweights argued that sovereignty means pragmatic choices and harmonized rules — not building everything at home.
Three Labs, One Day, Ten Models: The Frontier AI Market Has Never Been This Competitive
With GPT-5.6, Grok 4.5 and Claude's flagship family all publicly available at once — and prices spanning $0.44 to $50 per million tokens — the frontier has become a buyer's market. Here's what that changes.
Korea's Memory Paradox: Record Profits, Bear Market — and a Market That Now Leads Wall Street
Samsung just guided to the most profitable quarter in Korean corporate history while the KOSPI sits 22 percent below its peak. Inside the fight over whether the AI memory supercycle has topped.
Why CPUs Are Suddenly at the Center of the AI Race
GPUs get the headlines, but the humble CPU has become a strategic battleground — and Chinese players see it as their best opening to claw back market share.
The Open-Weight Price War: How Chinese Models Broke Western Labs' Pricing Power
Frontier labs raised prices just as near-frontier Chinese models went almost free. The enterprise market's response is a structural shift, not a blip.
SK Hynix's Ascent to Memory King Shows Where the Real AI Profits Are
The Korean chipmaker's early bet on high-bandwidth memory has paid off spectacularly — and the Vera Rubin cost breakdown shows why its position keeps strengthening.