semiconductors
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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…
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Persian Gulf’s AI-ization: Playing Both Sides in a Bipolar Tech World
Guest Article by Mostafa Bushehri Caught between Silicon Valley and Shenzhen, the Gulf is betting its oil fortune on becoming the world’s next AI super-node. “We are in the age of a huge industrial revolution that will change the rules of politics, economics, and societies,” declared Arab League Secretary-General Ahmad…
Sino-Southeast Initiative 