China’s AI stocks have lost hundreds of billions of dollars in value, even as the country’s artificial intelligence industry continues to advance. The divergence reveals an important distinction between technological progress and investment returns.
Taiwan’s AI market in 2026 is less a market than a machine room for the entire global AI economy. Servers and related goods are on track to make up roughly … Read more
South Korea’s artificial intelligence market is forecast to reach US$15.9 billion in 2026, up from US$10.6 billion in 2025, and to compound at 41% annually to US$175.8 billion by 2033 … Read more
Japan’s industrial depth and Vietnam’s technical workforce are creating one of Asia’s most important digital production relationships. Japan and Vietnam crossed US$50 billion in bilateral trade for the first time … Read more
AI, chips, SaaS, defence technology and digital public infrastructure are turning US–India ties into one of the world’s most important digital relationships. The US–India digital relationship is now worth more … Read more
Malaysia is becoming more important to US technology strategy through chips, cloud, AI infrastructure and advanced manufacturing. Malaysia attracted more than US$30 billion in data centre investment in 2024, making … Read more
Vietnam’s role in the global economy is moving from factory floor to engineering base, semiconductor partner and AI services market. The US is now Vietnam’s largest export market, taking more … Read more
China’s daily AI token usage surpassed 140 trillion in March 2026 — a 1,000-fold increase in two years. Chinese models now account for four of the top five most-used globally. This is a comprehensive analysis of the models, chips, state strategy, cost advantages, and deployment patterns driving China’s AI machine — and what it means for Asia, the West, and global markets.
South Korea is the most intensely connected country on earth. With 50.4 million internet users representing 97.4% of the population, 5G download speeds averaging 1,064 Mbps on SK Telecom’s network, … Read more
Why Does Asia Control the World’s AI Chip Supply Chain? Asia dominates the physical infrastructure layer of global artificial intelligence. Taiwan’s TSMC manufactures 72% of global foundry output at leading-edge … Read more
The DIA Briefing
Asia’s digital markets, every other week. Free.