semiconductors
-
Vietnam’s Semiconductor Strategy: Between Opportunity and Strategic Constraint
Guest Article by Léane Noirot Vietnam is pushing to move up the semiconductor value chain from assembly into chip design and fabrication, backed by national strategy and rising foreign investment. Its success will depend on managing infrastructure, capital, and geopolitical pressures amid intensifying US–China competition. Vietnam has entered a decisive phase…
-
Malaysia in the Middle of the AI Stack: How Capital Flows are Reshaping Supply Chains
While all eyes in the AI boom are centered on innovation and competition between American and Chinese firms, capital is quietly flowing into the infrastructure that underpins this long-term growth trajectory. Malaysia’s growing role as a key player in the middle of the AI stack, with its environment conducive to…
-
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…
-
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…
-
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…
Sino-Southeast Initiative 