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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A surprising winner in the US-China chip wars

Behind the Money