Data Story
The numbers carry the story here. Charts and hard data drive the reporting, for readers who want the evidence laid out rather than just described.
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Jul- 2026 -9 JulyCapital
America’s rare earth billions are feeding Asia’s magnet factories
The US has committed $1.28 billion to build a domestic magnet supply chain, but MP Materials, Energy Fuels and Phoenix are exporting most output to Japan and South Korea because…
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7 JulyTech & AI
India’s AI boom is pricing itself out of the low-cost game
A 2.3-fold surge in AI job listings has pushed entry-level machine-learning salaries above senior full-stack developer pay, with job switchers commanding 40-70% raises that risk eroding India's cost advantage.
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7 JulyCapital
Japan’s weak yen is flooding Southeast Asia with cheap capital
Japanese FDI into ASEAN hit US$30 billion in 2025 as the yen carry trade channels low-cost funding into regional bonds and equities, but a sudden policy shift could reverse the…
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7 JulyCapital
Samsung’s record profits couldn’t save its stock from an AI reckoning
The Kospi fell 1.8% on July 7 as Samsung and SK Hynix each dropped 8.7%, signaling that good earnings no longer justify elevated valuations in the semiconductor supply chain.
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7 JulyTech & AI
South Korea is building the world’s largest AI data center
SK Telecom plans 15 gigawatts of capacity—10% of the nation's entire power grid—to position itself as Asia's rentable compute floor for Western AI firms avoiding China.
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7 JulyTech & AI
A US chipmaker just moved supply chains out of China. Malaysia’s grid can’t keep up.
Vertiv opened a 236,000 sq ft factory in Johor on July 6, avoiding 45% US tariffs on Chinese-made power units, but data centre demand could consume a fifth of Malaysia's…
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6 JulyTech & AI
China is systematically stealing AI through smuggling and model theft
Malaysian customs seized $13 million in restricted chips bound for China, while Anthropic documented 25,000 fake accounts extracting capabilities from its Claude model—evidence that US export controls are being routed…
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2 JulyTech & AI
Microsoft’s new undersea cable bets India’s AI future on Southeast Asia
The I-2SEA system will connect India to Malaysia and Singapore by late 2029, supporting a projected fivefold surge in data centre capacity that will reshape cloud routing across Asia.
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1 JulyTech & AI
Asia’s AI factory boom masks a dangerous single point of failure
Manufacturing PMI hit 51.7 in June 2026, driven almost entirely by semiconductor and server demand, but the growth depends on US export rules and Beijing's regulatory whims staying stable.
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Jun- 2026 -30 JuneTech & AI
Google and Meta are rewiring Asia’s internet to avoid China
The Apricot subsea cable system, backed by US cloud giants and scheduled for 2025–2026 service, routes data around the South China Sea through Guam and the Philippines instead of exposed…
