Interpreting technology, business and policy across Asia
Analysis
Industrial robots are already productive infrastructure. Humanoids are still a buyer experiment: can a general-purpose machine economically take the jobs that fixed automation cannot? The next market may be the gaps those machines leave behind.
Analysis
Schools and universities across APAC are giving students access to increasingly capable AI tools. The harder task is deciding which skills students still need to practise themselves, from evaluating an answer to making a judgement when there is no easy one.
Analysis
Stripe wants to make local payments, tax, foreign exchange, treasury and payouts feel like one system. Its potential moat is the price businesses will pay for one operating layer across Asia’s fragmented markets.
Analysis
Cohere’s Asia-Pacific hub in Seoul reflects a growing contest to supply the AI that businesses, banks and public institutions will use to do their work.
Short Read
PP TUNAS requires electronic-system operators to assess and file their child-safety risk profile. Services classified as network and social-media services must deactivate under-16 accounts unless the minister decides otherwise. Komdigi said TikTok had already deactivated about 1.7 million accounts in Indonesia.
Short Read
TSMC is adding packaging capacity rapidly, but C.C. Wei still says packaging is limiting customers’ growth. SK hynix is shipping HBM4 under long-term contracts while demand still exceeds supply. Tokyo Electron’s HBM tools sit in the manufacturing layer that helps the join yield.
Short Read
Apple Pay went live in the Philippines on Visa and Mastercard cards. National payment rails already give consumers a cashless default from a bank account or participating app.
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