La technologie chinoise trouve de nouvelles bouées de sauvetage au-delà des frontières américaines

Les géants technologiques chinois redéfinissent les routes commerciales mondiales alors que les tensions géopolitiques s'intensifient.

Stratégies d'évitement

Huawei, TikTok et d'autres poids lourds déploient des investissements agressifs en Asie du Sud-Est et au Moyen-Orient—contournant les restrictions américaines par des partenariats locaux et des centres de données offshore. Les fabricants de semi-conducteurs établissent des coentreprises en Malaisie tandis que les développeurs d'IA s'implantent à Singapour.

Nouvelles routes numériques

La ceinture numérique de la Chine gagne du terrain avec des infrastructures 5G en Afrique et des plateformes de commerce électronique en Amérique latine. Les transferts de technologies vers les marchés émergents créent des écosystèmes parallèles—sans dépendance aux composants américains.

Réalignement financier

Les paiements en yuan numériques accélèrent cette diversification, tandis que les capital-risqueurs chinois irriguent les startups indonésiennes et saoudiennes. Même Wall Street observe ce repositionnement avec une ironie mordante—les fonds américains investissent désormais dans des fonds asiatiques qui financent... des copies de technologies chinoises.

Le découplage technologique s'accélère, mais l'innovation trouve toujours des chemins détournés—même si les investisseurs doivent jongler avec des valorisations aussi stables que le stablecoin de Terra.

Asia sees export surge driven by AI technology boom

The trade fight out of Washington is remaking supply lines and pushing a high-tech split from China. Back in 2017, almost half of America’s key tech imports came straight from China. By 2025, Goldman estimated, that share has fallen below 20%. As production shifts, Taiwan, Mexico, Japan, India, and Vietnam have taken more market share.

Asia is riding an AI-driven export boom. Regional exports rose 7% in dollar terms through August from a year earlier, Goldman said, with technology accounting for more than 60% of the gains. Taiwan stands out: over 70% of its exports now come from technology, and in August, its exports were 30% higher than the fourth quarter of 2024, powered by advanced chips and servers for AI data centers.

Goldman expects the reshuffling to persist. “Tech supply chains will likely continue to shift, further driving high-tech decoupling between the US and China and reconfiguring of Asia’s trade within and outside the region,” the analysts wrote.

China-led trade bloc to convene in Malaysia

Malaysia said Monday it will host a leaders’ meeting of the China-backed Regional Comprehensive Economic Partnership in October alongside the Association of Southeast Asian Nations summit in Kuala Lumpur.

The RCEP, which includes all 10 ASEAN members plus China, Japan, South Korea, Australia, and New Zealand, has not met at the leaders’ level since November 2020, when members signed a deal to lower tariffs, boost investment, and allow freer movement of goods.

The October meeting, seen by some analysts as a potential buffer to U.S. tariffs from the Trump administration, is likely to coincide with a visit by Trump for the ASEAN summit.

Malaysia’s Investment, Trade and Industry Minister Tengku Zafrul Aziz said the gathering will let members suggest improvements to the pact and consider requests from countries seeking to join. “We want to focus on issues that will help RCEP members,” Tengku Zafrul told Reuters ahead of an ASEAN economic ministers meeting this week.

Asked about China’s role, Tengku Zafrul said he is not worried about the agenda being “hijacked” by China. “To be fair to Malaysia and ASEAN member states, and even other RCEP members, they have said the same thing. I mean, Korea, Japan, New Zealand, Australia and all have stated their views on multilateralism,” he said. “So whether China will hijack the agenda, I don’t think so, because there’s nothing new in our belief about that principle.”

As reported by Cyrptopolitan before, tariffs continue to pose a risk since the U.S. is also cracking down on indirect Chinese exports. Trump’s tariff push has set duties ranging from 10% to 40% on shipments from Asian nations, with many large ASEAN economies seeing a standard 19% rate. Those U.S. measures are slated to be a central item at this week’s ASEAN ministers’ meeting, which U.S. Trade Representative Jamieson Greer will attend.

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