00:00Korean AI semiconductor rivals, Rebellions and Furiosa AI, have both established their
00:05subsidiaries in Singapore, side by side. Rebellions completed its subsidiary formation
00:11last July. This is the fourth overseas subsidiary, following those in Japan, Saudi Arabia, and the
00:17United States. Furiosa AI has also recently launched its subsidiary and is moving into
00:22sales for its NPU renegade. It's because it's a strategic foothold for targeting Southeast Asia
00:27and a market with high demand for government-led sovereign AI. It's a strategy to sell not just
00:33chips, but also servers, software, and local technical support together. Competition in chip
00:39performance is spreading into a fight to secure early access to AI infrastructure across Asia.
00:45Where in Southeast Asia will be the first to smile? Leave your answer in the comments.