📊Executive Summary

The article discusses the critical role of Southeast Asia in stabilizing the semiconductor supply chain amidst ongoing US-China trade tensions. It highlights the significant contributions of countries like Malaysia and Singapore in semiconductor packaging, testing, and R&D. With TSMC's dominance in chip manufacturing and the potential chokepoints in Taiwan, Southeast Asian producers are positioned to mitigate disruptions. The article notes that Malaysia controls 13% of the global market in advanced packaging and testing services, with companies like Intel and ASE investing in the region. This presents opportunities for procurement teams to consider sourcing from these emerging hubs to enhance supply chain resilience....