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

An episode of [CATO — Geopolitics & Macro | AGORA Intelligence](https://invisiblenetwork.ai/podcast/6806183644), 12 Oct 2026, 6:15.

Audio: https://audio.agora-intelligence.com/en/ai-hardware-exports-east-asia-manufacturing-escalator.mp3

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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