Asia’s governments,read at source.
Bilby reads what governments across eleven Asian markets publish, in their own languages, every weekday. Its analysts turn it into briefings and predictions you can read for free, and ask about in Bilby.
Asia Daily Take
Prediction · Taiwan · 12 Nov 2026
Samsung Electro-Mechanics would capture a larger share of US AI-chip substrate orders in 2027.
Briefing · South Korea · 27 Oct 2026
Korean chipmakers gain no relief as US holds exemption list closed
Document · Thailand · 12 Nov 2026
Great Wall opens Thai sourcing talks across ten component groups (opens in a new tab) Prachachat Turakij
Document · Malaysia · 12 Nov 2026
Dialog commits RM860 million to a second Sarawak gas field (opens in a new tab) The Star
Document · Vietnam · 12 Nov 2026
Draft maritime code would require agreement on shipping surcharges (opens in a new tab) Nhân Dân
The Asia Daily Take
Free, every weekday. Three kinds of item, each with its date and its source.
Briefings
A government decision read for what it changes, with who gains and who loses.
27 Oct 2026
Gains: YMTC, Chinese semi conductor chips and toolmakers. Loses: Samsung Electronics, Sk Hynix, Vietnamese electronics and chips packaging firms.
Predictions
What Bilby expects to happen next, and by when, kept on a public record.
Documents
The original sources: ministries, regulators and the press in each market.
Prachachat Turakij · 12 Nov 2026
Who it is for
Investment teams who use policy as an input to macro, equities, rates and FX.
Strategy and government-relations teams exposed to policy in Asia.
Policy and risk professionals following how Asia’s governments change trade, technology and supply chains.
Free. Sign up with your name, role, organization and email.
Eleven markets,read at source
What Bilby has collected from each market, counted on 13 November 2026, and the latest item it published.
China
21.8M
documents collected
Investor claims put brokers and auditors under settlement pressure (opens in a new tab) Eastmoney
South Korea
7.7M
documents collected
Yeongnam permit review could bring forward industrial orders (opens in a new tab) ETNews
Malaysia
2.0M
documents collected
Dialog commits RM860 million to a second Sarawak gas field (opens in a new tab) The Star
Indonesia
1.3M
documents collected
MSCI reshuffle shifts passive demand for Barito and Bumi (opens in a new tab) CNBC Indonesia
Vietnam
1.0M
documents collected
Draft maritime code would require agreement on shipping surcharges (opens in a new tab) Nhân Dân
Japan
日本語650K
documents collected
Advanced AI developers face possible safety penalties (opens in a new tab) Mainichi Shimbun
India
290K
documents collected
Andhra Pradesh clears major AI and electronics projects (opens in a new tab) The Hindu
Thailand
220K
documents collected
Great Wall opens Thai sourcing talks across ten component groups (opens in a new tab) Prachachat Turakij
Hong Kong
130K
documents collected
Dollar sovereign issue gives Hong Kong a fresh pricing benchmark (opens in a new tab) RTHK
Taiwan
110K
documents collected
Bigger stabilisation fund would expand banks’ financing role (opens in a new tab) Focus Taiwan
Singapore
12K
documents collected
Alphabet weighs a S$1.9 billion debut in Singapore debt (opens in a new tab) The Straits Times
Ask about anyof it in Bilby
Every item in the Take can be carried into a question or put on Radar. Analysts for six markets, and for Asia’s energy, technology and trade rules, are one click away.
- India Political Economy Analyst
- Indonesia Political Economy Analyst
- Japan Political Financial Analyst
- Singapore Political Economy Analyst
- South Korea Political Economy Analyst
- Vietnam Political Economy Analyst
- China Energy Climate Policy Analyst
- Asia Tech Regulatory Policy Analyst
- Asia WTO Analyst
Document · Japan · 12 Nov 2026 · Mainichi Shimbun
Use in my questionAdd to RadarOpen original source
EFTA pact promises tariff relief for qualifying Vietnamese exportersVietnam
Dollar sovereign issue gives Hong Kong a fresh pricing benchmarkHong Kong
Predictionson the record
What Bilby expects to happen next in Asia, and by when, each with its reasoning, its sources and a map of who decides. Every one keeps the date it was made, and is marked when it resolves.
Open the Prediction RecordSamsung Electro-Mechanics would capture a larger share of US AI-chip substrate orders in 2027.
Latest · Taiwan · 12 Nov 2026Unresolved
On 11 November, Taiwan proposed adding advanced AI-chip substrate technology to its list of national core technologies, bringing the associated trade secrets under its National Security Act. Tougher penalties for unauthorised use overseas will make US chip designers think twice about qualifying a backup factory if its right to use Taiwanese manufacturing know-how could be challenged. Samsung can offer a separate source from its existing South Korean lines, which NVIDIA had already contracted to use in October. Ibiden’s Ono expansion starts ramping up in early 2028, giving Samsung a chance in 2027 to win new orders that might otherwise go to Taiwan’s Unimicron.
Additional source: National Science and Technology Council
First reported byCentral News Agency
207
predictions on the record
31 Jul to 12 Nov 2026
Each bar: true, false and open predictions.TrueFalseUnresolved
7 judged so far: 6 true, 1 false
The prediction log
Every prediction, with the date it was made and its outcome so far.
207 predictionsNewest first
- 12 Nov 2026TaiwanSamsung Electro-Mechanics would capture a larger share of US AI-chip substrate orders in 2027.Unresolved
- 10 Nov 2026MalaysiaNVIDIA will win AI GPU orders for SoftBank’s Sarawak campus worth US$500 million.Unresolved
- 10 Nov 2026TaiwanTaiwanese tungsten exporters will face squeezed margins in 2027.Unresolved
- 9 Nov 2026TaiwanNvidia will place additional AI memory orders with SK hynix or Samsung by the end of 2027.Unresolved
- 9 Nov 2026ChinaCostly winter gas purchases will push CPC’s accumulated losses to about NT$127.6 billion by the end of 2026Unresolved
- 6 Nov 2026ChinaNvidia is likely to win additional computing orders by the end of 2027.Unresolved
- 6 Nov 2026TaiwanTSMC will secure increased deposits on its cash deposits by June 2027.Unresolved
For governments in Asia, Bilby runs on your own government’s activity as well as ours, and is already in daily use inside government.
What we do for governmentsQuestions about the Asia Daily Take
Is the Asia Daily Take free?
Yes. Sign up with your name, role, organization and email, and it arrives every weekday.
Which markets does it cover?
Eleven: China, Hong Kong, India, Indonesia, Japan, Malaysia, Singapore, South Korea, Taiwan, Thailand and Vietnam.
Who writes it?
Bilby’s analysts, from the sources Bilby collects in each market. Every item carries its date and its source.
Can I ask Bilby about an item?
Yes. In organizations with the Asia Daily Take, every item is under Intelligence in Bilby, ready to use in a question or put on Radar.
How are the predictions checked?
Each is published with its date and kept on the Prediction Record, where it is marked when it resolves.
Is there one for the Gulf?
Yes, the GCC Daily Take.
Can I use Bilby in Japanese, Korean or Chinese?
Yes. Bilby’s screens come in Japanese, Korean and Chinese (Simplified), as well as English, Arabic and Bahasa Malaysia, and it answers in the language you ask in.
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