A surprising winner in the US-China chip wars

Behind the Money

Topher Forhecz

Markets, Investing, News, Banking, Finance, Business, Business News, Crypto

4.4 • 350 Ratings

🗓️ 3 April 2024

⏱️ 21 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

The US and China’s battle for dominance in the semiconductor industry is having some surprising knock-on effects: Companies are looking to insulate their supply chains from rising geopolitical tensions. And many from around the world are setting their sights on Malaysia to set up or expand their chip factories. FT correspondent Mercedes Ruehl explains how the country earned a prized spot in the supply chain, and what it needs to do to keep hold of it.

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For further reading:

Malaysia: the surprise winner from US-China chip wars

Vietnam dangles semiconductor incentives to draw foreign companies

AI boom broadens out across Wall Street

Plus, sign up for the FT’s Alphaville pub quiz on April 9 in New York.

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On X, follow Mercedes Ruehl (@mjruehl) and Michela Tindera (@mtindera07), or follow Michela on LinkedIn for updates about the show and more.

Read a transcript of this episode on FT.com

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Transcript

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0:00.0	Am I missing anything? Is this the right decision?
0:02.0	Can I show this data?
0:04.0	Am I too late?
0:05.0	Find clarity in your investment decision-making.
0:08.0	Manage your portfolio for sustainable growth
0:11.0	and regulatory alignment
0:12.0	with the ultimate blend of powerful AI and
0:14.6	industry expertise.
0:16.5	Reduce risk, meet your sustainability goals and push the boundaries of possibilities based on
0:21.1	facts, not opinions.
0:23.0	Clarity AI, scaling human decisions through tech.
0:26.6	Visit clarity.
0:27.7	AI and take action today.
0:30.7	Hey, B.T.M.
0:31.2	Listeners, I want to share a special invitation with you.
0:35.0	The F.T.'s finance blog, AlphaVille, is hosting a live in-person pub quiz right here in New York next week on Tuesday, April 9th. So if you've ever wanted to test your
0:44.6	knowledge of the wonquiest markets, finance, and economics topics, come on out.
0:49.0	There's more info on all of that in our show notes. Now let's get on to this week's
0:54.2	episode.
0:58.7	Back in February, F.T. correspondent Mercedes-rule took a trip to a small island state in northern Malaysia called
1:05.8	Pannang.
1:08.1	And one night, she stumbled upon a Lunar New Year Celebration. I recorded this walking down one of the main streets of Georgetown,
	...

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