What the US-China divorce means for the tech industry and us
Published on 01 Feb 2020. | Source: theedgemarkets.com
KUALA LUMPUR (Feb 1): The ink from the phase one trade deal between the US and China may not have dried yet, but the world is now talking about an intensified tech war between its two largest economies.
For years, the US and China have enjoyed a synergistic relationship in developing new technologies, and tech players in the rest of the world, including Malaysia were indirect beneficiaries of this collaboration.
However, an intensifying tech war brings possibilities of a “decoupling” of this relationship, teasing with the possibility of there being two competing tech superpowers.
In his report “Semiconductors at the Heart of the US-China Tech War: How a New Era of Techno-Nationalism is Shaking up Semiconductor Value Chains”, Hinrich Foundation research fellow Alex Capri notes that in the semiconductor industry, the decoupling of certain US-China value chains has become inevitable.
What could this mean for long established tech value chains, including that of our Malaysian tech players? We speak to Capri and other industry experts on this in our main story.
In our accompanying story, we take a look at how some tech stocks have fared over the past year, and whether the much anticipated 5G-technology play can actually swing the fortunes of these stocks.
Directory Advertisement:
