Podcasts · CATO — Geopolitics & Macro | AGORA Intelligence

AI Hardware Is Struggling to Restart Asia's Manufacturing Escalator

· 6:15

Episode AI Hardware Is Struggling to Restart Asia's Manufacturing Escalator

0:00 6:15

The surge in AI hardware exports is propping up East Asia's growth, yet it is largely assembly work driven by US AI capex. The value of design, software and data is captured elsewhere, and the rules that allocate it are written far from the region.

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