Trump’s ASEAN Play: The new front in the US-China chip war | The Dip Podcast

Bywiredgorilla

Donald Trump is heading to the Philippines for one of the world’s most consequential geopolitical gatherings: the ASEAN Summit. As Washington pushes a new vision for an AI-era supply chain, dubbed “Pax Silica,” Southeast Asia finds itself at the center of a high-stakes contest between the United States and China.
From data centers and semiconductors to critical minerals and chip controls, ASEAN countries are attracting billions in AI investment while trying to preserve their strategic autonomy. But can they cash in on the AI boom without becoming caught in a new economic bloc rivalry? And as questions grow about AI bubbles, military applications, and technological dependence, is Southeast Asia shaping the future of the global economy, or simply becoming the next battleground?
Kassandra Sundt speaks with political economist Richard Heydarian and former Malaysian economy ministry advisor James Chai about the emerging AI order, ASEAN’s balancing act, and why some of the world’s most important geopolitical decisions may be made far from Washington and Beijing. #dwbusiness #dwdip

Chapter Breakdown:
00:00 Trump’s surprising foreign trip
01:43 Why Southeast Asia suddenly matters
02:48 ASEAN’s secret weapon against China and the US
05:13 Inside Manila before Trump’s arrival
07:00 The alliance many people have never heard of
08:59 Trump’s real goal at the ASEAN summit
11:09 Pax Silica: The plan to build a China-free AI economy
13:08 The Philippines’ billion-dollar AI opportunity
15:16 Malaysia’s data center
17:43 Are chips the new oil?
20:14 The chip smuggling problem no one can ignore
23:03 Is AI the next dot-com bubble?
25:21 The military risks of the AI boom
27:52 The impossible choice facing Southeast Asia

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