China’s move to ban tech firms from buying certain Nvidia AI chips has reignited the semiconductor race, with rivals like Huawei pushing back into the spotlight through massive chip clusters and new roadmaps. The stakes are high: supply chains are shifting, the balance of power in AI computing is in flux, and Malaysia is positioning itself to move further up the semiconductor value chain.

We speak with Andrew Chan, Executive Director of the Malaysia Semiconductor Industry Association. They discuss how these geopolitical and technological shifts could reshape Malaysia’s role in the chip ecosystem, whether in design, packaging, or talent, and what opportunities and risks lie ahead as the global race for AI hardware accelerates.

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