Southeast Asia faces a once-in-a-generation opportunity to move up the semiconductor value chain, as geopolitical rivalries between major global powers redraw where chips are designed and manufactured. Beyond geopolitics, the rise of electric vehicles and smart mobility technology is creating strong tailwinds for Southeast Asia’s semiconductor ambitions. Policymakers across the region are stepping up initiatives to seize this moment. At the same time, there are structural gaps in capital formation, upstream capabilities, and long-term ecosystem depth.
This report discusses:
- The redrawing of the global semiconductor industry amid US-China rivalry.
- Demand for EVs and smart mobility driving advances in semiconductors.
- Generative AI’s transformative role in semiconductor design.
- The major capital gaps in the semiconductor and deep tech lifecycle.
- The national semiconductor strategies of different SE Asian countries.
