{"title":"AI infrastructure signals from East Asia: 907 in the last 90 days","domain":"AI infrastructure","tag":"east_asia","name":"East Asia","type":"Region","description":"Japan, South Korea","url":"https://www.frontiertechintelligence.com/signals/ai-infra/east-asia","count_90_days":907,"count_13_months":1481,"latest":"2026-11-02","trend":"October 2026 had 723 signals against an average of 91 for Jul to Sept: up 695%.","per_month":[{"n":33,"month":"2026-05"},{"n":97,"month":"2026-06"},{"n":105,"month":"2026-07"},{"n":82,"month":"2026-08"},{"n":86,"month":"2026-09"},{"n":723,"month":"2026-10"},{"n":21,"month":"2026-11"}],"companies_named_most":[{"name":"Samsung Electronics","mentions":73,"url":"https://www.frontiertechintelligence.com/companies/samsung-electronics"},{"name":"SK hynix","mentions":54,"url":"https://www.frontiertechintelligence.com/companies/sk-hynix"},{"name":"TSMC","mentions":36,"url":"https://www.frontiertechintelligence.com/companies/tsmc"},{"name":"NVIDIA","mentions":35,"url":"https://www.frontiertechintelligence.com/companies/nvidia"},{"name":"Advantest","mentions":23,"url":"https://www.frontiertechintelligence.com/companies/advantest"},{"name":"AMD","mentions":22,"url":"https://www.frontiertechintelligence.com/companies/amd"},{"name":"Anthropic","mentions":18,"url":"https://www.frontiertechintelligence.com/companies/anthropic"},{"name":"OpenAI","mentions":14,"url":"https://www.frontiertechintelligence.com/companies/openai"}],"headlines":[{"date":"2026-11-02","headline":"Nvidia to become Naver’s third-largest shareholder through a capital increase","outlet":"The Elec","companies":[{"name":"NAVER","url":"https://www.frontiertechintelligence.com/companies/naver"},{"name":"NVIDIA","url":"https://www.frontiertechintelligence.com/companies/nvidia"}]},{"date":"2026-11-02","headline":"Kioxia Holdings reported July–September 2026 revenue of about 2.48 trillion yen, up 453.2% year-on-year.","outlet":"Yicai","companies":[{"name":"Kioxia","url":"https://www.frontiertechintelligence.com/companies/kioxia"}]},{"date":"2026-11-02","headline":"South Korea invested KRW 382.5 billion to purchase, install, and build Hangang.","outlet":"ZDNet Korea","companies":[]},{"date":"2026-11-02","headline":"Hyosung Heavy Industries signs Global Strategic Partnership Agreement with Siemens on digital power grids and AI data centers","outlet":"The Elec","companies":[{"name":"Siemens","url":"https://www.frontiertechintelligence.com/companies/siemens"}]},{"date":"2026-11-02","headline":"LG CNS fully pre-leases its Indonesia AI data center before completion","outlet":"The Elec","companies":[{"name":"LG CNS","url":"https://www.frontiertechintelligence.com/companies/lg-cns"}]},{"date":"2026-11-02","headline":"Kioxia Holdings guided October–December 2026 operating profit of 2 trillion yen, below the 2.35 trillion yen analyst consensus.","outlet":"Yicai","companies":[{"name":"Kioxia","url":"https://www.frontiertechintelligence.com/companies/kioxia"}]},{"date":"2026-11-02","headline":"Hyundai Motor and Kia confirmed as investors in Hyundai Motor Group Saemangeum AI data center","outlet":"The Elec","companies":[{"name":"Hyundai Motor Group","url":"https://www.frontiertechintelligence.com/companies/hyundai-motor-group"},{"name":"Kia"}]},{"date":"2026-11-02","headline":"Kioxia shares fall as outlook raises concerns over AI demand","outlet":"Tech in Asia","companies":[{"name":"Kioxia","url":"https://www.frontiertechintelligence.com/companies/kioxia"}]},{"date":"2026-11-02","headline":"Hyundai Motor Group to break ground on Saemangeum AI data center in 2027","outlet":"The Elec","companies":[{"name":"Hyundai Motor Group","url":"https://www.frontiertechintelligence.com/companies/hyundai-motor-group"}]},{"date":"2026-11-02","headline":"Kioxia Holdings shares fell 16.74% on November 2, 2026, to 11,215 yen.","outlet":"Yicai","companies":[{"name":"Kioxia","url":"https://www.frontiertechintelligence.com/companies/kioxia"}]}]}