907 signals in AI infrastructure carried the tag East Asia in the last 90 days (japan, south korea), out of 1,481 in the last thirteen months. October 2026 had 723 signals against an average of 91 for Jul to Sept: up 695%. Named most often: Samsung Electronics (73), SK hynix (54), TSMC (36). Below: the count per month, the companies named most, and the latest headlines with outlet and date. Frontier Tech Intelligence reads 100+ sources in eleven languages every day and tags every signal it extracts.
October 2026 had 723 signals against an average of 91 for Jul to Sept: up 695%. The current month is partial.
Members see every signal with its source, the body and the company file behind each name, filtered by tag, source and date.
907 AI infrastructure signals from East Asia in the last 90 days, 1,481 in the last thirteen months. October 2026 had 723 signals against an average of 91 for Jul to Sept: up 695%. Per month: May 33, Jun 97, Jul 105, Aug 82, Sept 86, Oct 723, Nov 21. Frontier Tech Intelligence, from 100+ sources.
Named most in the last 90 days: Samsung Electronics (73), SK hynix (54), TSMC (36), NVIDIA (35), Advantest (23).
Nvidia to become Naver’s third-largest shareholder through a capital increase (The Elec, 2 Nov 2026) Kioxia Holdings reported July–September 2026 revenue of about 2.48 trillion yen, up 453.2% year-on-year. (Yicai, 2 Nov 2026) South Korea invested KRW 382.5 billion to purchase, install, and build Hangang. (ZDNet Korea, 2 Nov 2026)
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