The AI supply chain could be South-east Asia’s next gold rush
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While frontier AI capabilities are largely being developed in the US and China, much of the AI infrastructure is being built in, and then exported from, Asia.
PHOTO: REUTERS
Robert Walker
The region will be key for less advanced electronics manufacturing and semiconductor assembly, testing and packaging.
Exports are booming in Asia. Strong growth in AI-related exports – the physical products needed for the global data centre build-out – is driving broader growth in the region. This surging demand is already offsetting the negative impacts of chaotic US trade policy and the Iran war.