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08 Jul 2025
US may restrict AI chips to Malaysia, curbing enthusiasm for building data centres in JS-SEZ
Summary: The Trump administration plans to restrict shipments of AI chips to Malaysia and Thailand to prevent China from obtaining these components through intermediaries. This move could impact the growing role of Malaysia and Thailand as data center hubs, particularly as Chinese technology giants are key drivers of this growth. The restrictions may also affect companies in the supply chain developing industrial estates in these regions.