Strategic responses and regional pressures: Malaysia in the U.S.-China semiconductor competition.

This article investigates Malaysia's strategic responses to the intensifying United States (U.S.)–China semiconductor rivalry, where semiconductors have become key geopolitical assets shaping global supply chain realignments. Positioned as a critical node in the back end of the semiconductor supply...

Descripción completa

Detalles Bibliográficos
Publicado en:Pacific Review Vol. 39; no. 1; pp. 177 - 208
Autores principales: Lu, Qing, Moorthy, Ravichandran
Formato: Artículo
Publicado: Taylor & Francis Ltd Jan2026
Materias:
Acceso en línea:Ver este registro en EBSCOhost
fields @attributes:
  recordID: 1
pdfLink:
plink: https://search.ebscohost.com/login.aspx?direct=true&db=hlh&AN=190930744&site=ehost-live
header:
  @attributes:
    shortDbName: hlh
    uiTerm: 190930744
    longDbName: Humanities International Complete
    uiTag: AN
  controlInfo:
    bkinfo:
    jinfo:
      jid:
        09512748
        5C0
      jtl: Pacific Review
      issn: 09512748
      maglogo: N
    pubinfo:
      dt: Jan2026
      vid: 39
      iid: 1
      pid: 377
      pub: Taylor & Francis Ltd
    artinfo:
      ui:
        190930744
        10.1080/09512748.2025.2530476
      ppf: 177
      ppct: 31
      formats:
        fmt:
          – @attributes:
              type: T
          – @attributes:
              type: P
              size: 2MB
      tig:
        atl: Strategic responses and regional pressures: Malaysia in the U.S.-China semiconductor competition.
      aug:
        au:
          Lu, Qing
          Moorthy, Ravichandran
        affil: International Relations and Strategic Studies Programme, School of History, Politics and Strategic Studies, Faculty of Social Sciences and Humanities, Universiti Kebangsaan Malaysia, Bangi, Selangor, Malaysia
      su:
        Geopolitics
        Global value chains
        Upgrading of industrial equipment
        Technology management
        Supply chain disruptions
        Malaysia
        United States
      sug:
        subj:
          Malaysia
          United States
          Geopolitics
          Global value chains
          Upgrading of industrial equipment
          Technology management
          Supply chain disruptions
      keyword:
        ASEAN
        industrial upgrading strategy
        semiconductors
        techno-geopolitics
        U.S.-China tech rivalry
      ab: This article investigates Malaysia's strategic responses to the intensifying United States (U.S.)–China semiconductor rivalry, where semiconductors have become key geopolitical assets shaping global supply chain realignments. Positioned as a critical node in the back end of the semiconductor supply chain, Malaysia faces mounting pressures to reconcile its technological dependencies with its industrial upgrading ambitions. Drawing on policy documents and industry data, this study develops a three-dimensional analytical framework—techno-geopolitical drivers, structural constraints, and adaptive strategies—to systematically assess how Malaysia navigates this strategic landscape. It addresses three core questions: how U.S. and Chinese semiconductor strategies influence Malaysia's position, what structural constraints it confronts, and how it adapts to achieve industrial upgrading while preserving autonomy. It finds that Malaysia is advancing three interlinked mechanisms: technological diversification, supply chain adaptation, and institutional balancing. These strategies enable Malaysia to mitigate external shocks, preserve strategic flexibility, and pursue resilient integration into a fragmented global semiconductor order. The findings contribute to debates on middle power agency, supply chain resilience, and strategic technology governance in the Global South.
      pubtype: Academic Journal
      doctype: Article
      src: R
    language: English
    refInfo:
    copyright:
      @attributes:
        flag: Y
      custom: Copyright of Pacific Review is the property of Taylor & Francis Ltd and its content may not be copied or emailed to multiple sites without the copyright holder's express written permission. Additionally, content may not be used with any artificial intelligence tools or machine learning technologies. However, users may print, download, or email articles for individual use.
      item: Pacific Review
      holder: Taylor & Francis Ltd
      dt:
        @attributes:
          year: 2026
    holdings:
      @attributes:
        islocal: N