semiconductors
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The Wet Foundations of the Digital Age
The global race for artificial intelligence is usually framed as a battle over chips, code, and national security. But behind the scenes, the AI economy runs on something far more basic: water. From cooling data centers to manufacturing semiconductors, modern computing depends on enormous and growing volumes of freshwater. As…
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Malaysia’s Silent Trade War: China’s Overproduction, Malaysia’s Overreliance
Malaysia is facing a silent trade war with China, as cheap imports erode the local market and weaken its domestic industrial base. Chinese dumping, which is driven by subsidies and overcapacity, has accelerated Malaysia’s premature deindustrialization. Anti-dumping duties can only provide a temporary buffer. Thus, only by attracting long-term, high-quality…
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China’s Quiet Digital Expansion Is Anything but Subtle
China is quietly reshaping the digital landscape. From entertainment and e-commerce platforms including TikTok and Lazada, to breakthroughs in artificial intelligence and technological manufacturing, Chinese firms are extending influence across Asia, Europe, and beyond. Although, Western nations have imposed export controls, restrictions, and regulatory barriers, China adapts and innovates within…
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The New Iron Curtains of AI: How US and Chinese Rulebooks Are Rewiring Power
AI policy has become industrial policy, export control, and alliance management at once. Since 2020, Washington and Beijing have converged on a blunt insight: whoever writes the rules for models, chips, and data flows sets the pecking order. Both are building regulatory perimeters that do more than “keep us safe.”…
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China’s Semiconductor Investment Defies Economics—But Makes Perfect Strategic Sense
In 2024, China launched the third instalment of its National Integrated Circuit Industry Investment Fund, a $48 billion investment vehicle to turbocharge the nation’s semiconductor industry, even as it continues to lag behind industry leaders. The country has decided to double down on what appears to be an economically irrational…
Sino-Southeast Initiative 