21 Jul
Latest News and Trends

Middlemen emerge as ASEAN’s No. 2 AI compute buyers

In the AI computing race, Nvidia AI server chips remain red-hot, even as the US-China trade confrontation shows no sign of easing. Although Shopee and YTL Group are among the biggest buyers of AI chips for data centers, industry sources familiar with ASEAN semiconductor distribution say many mid-sized “middlemen” have effectively become ASEAN’s second-largest compute buyers, lending fresh credibility to earlier claims of black-market GPU smuggling and proxy buyers.

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21 Jul
Latest News and Trends

Cautionary tale for Taiwan’s electric scooter industry: Supply-chain feud nearly turns to disaster

Electric scooters have been traversing a bumpy road in Taiwan, with sales numbers tied to government subsidies, and cost measures squeezing margins for brands and suppliers alike. These tough conditions have led many to fade away from the market, as they seek to cut losses by postponing the launch of new models. However, brands focusing solely on electric scooters must launch new products to sustain market attention, cash flow, and investor confidence.

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21 Jul
Latest News and Trends

Kimi K3 surge traces to Moonshot AI’s GTC roadmap

Moonshot AI’s open-source large language model (LLM) Kimi K3 has surged in popularity after its launch, drawing attention across multiple model benchmarks and forcing the company to suspend new member subscriptions after a rapid influx of users strained computing capacity. A review of CEO Zhilin Yang’s March 2026 technical talk at Nvidia GTC in San Jose, California, shows K3 was not an overnight hit, but the result of months of work on model architecture and training techniques.

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