EVs
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The Tariff War Will Cost Malaysia More Than Trade
US tariffs threaten the Malaysian economy beyond the simple reduction of trade, placing the crucial solar panel and semiconductor industries on a careful balance. Western and Chinese firms comprise a significant amount of Malaysia’s production capacity in these sectors, but the tariffs are pressuring many to leave. To maintain its…
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Beyond Electric: China’s Strategic Pivot to Autonomous Driving Technology
China stands at the forefront of autonomous vehicle innovation, propelled by fierce market competition and supportive regulations that encourage rapid technological advancement. As electric vehicles (EVs) have become ubiquitous in cities like Guangzhou, Chinese automakers are now pivoting toward autonomous driving technology as their primary competitive differentiator, potentially transforming not…
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How China’s EV makers left incumbent automakers in the dust: A story of specialization
In the rapidly evolving landscape of global automotive manufacturing, China’s electric vehicle (EV) sector has emerged as a testament to the power of specialized industrial organization. While traditional automakers in Germany and Japan struggle with declining market share, Chinese EV manufacturers have achieved remarkable success through a model of focused…
Sino-Southeast Initiative 