Malásia Negocia para Manter Tarifas de Chips dos EUA em Zero Antes de Possível Acordo Comercial
Diplomatas malaios pressionam por isenção permanente de tarifas sobre semicondutores
O governo da Malásia está em negociações intensas para preservar o status de tarifa zero para exportações de chips para os Estados Unidos, com um acordo comercial bilateral no horizonte. A indústria de semicondutores do país - responsável por 7% do PIB - depende criticamente do acesso ao mercado americano.
Estratégia de Sobrevivência Tecnológica
Com as tensões comerciais EUA-China se intensificando, a Malásia busca se posicionar como parceiro confiável na cadeia de suprimentos de chips. A manutenção das tarifas zero representa não apenas uma vantagem competitiva, mas uma necessidade existencial para o ecossistema tecnológico do país.
Os negociadores malaios argumentam que manter as exportações de semicondutores livres de tarifas beneficiará ambas as economias - enquanto Wall Street continua calculando quanto tempo levará até que alguém crie um ETF de chips com tokenização blockchain. Porque se há uma coisa que o setor financeiro adora, é encontrar maneiras complicadas de lucrar com o óbvio.
Trump plans trade and minerals deal at ASEAN
Trump is expected to visit Kuala Lumpur during the ASEAN summit, and Zafrul said it is “a possibility” that Malaysia will sign a critical minerals agreement with Trump.
It is unclear whether Trump actually wants a stronger foothold in Malaysia’s rare-earth and mineral-processing sectors, areas now seemingly attracting investors from China, Japan, and both Koreas.
According to Bloomberg, Malaysia has been trying to expand rare-earth mining and processing to meet global demand for materials that power electric vehicles, batteries, and renewable technologies.
Prime Minister Anwar Ibrahim announced earlier this month that the country’s sovereign wealth fund, Khazanah Nasional, would collaborate with global companies to build downstream processing plants.
The government’s plan is to make Malaysia dominant in the supply chains for clean energy and electronics, so they can reduce reliance on Chinese imports.
The discussions are expected to take place alongside the ASEAN Summit scheduled from October 26 to 28, hosted by Malaysia under the theme “Inclusivity and Sustainability.” The summit will gather leaders from the U.S., China, Japan, and all ten ASEAN nations for a series of talks on trade, regional stability, and industrial cooperation.
Japan to deepen semiconductor and AI collaboration with Malaysia
Japan is preparing to strengthen cooperation with Malaysia and ASEAN in semiconductors and artificial intelligence, said Japan’s Ambassador to Malaysia, Noriyuki Shikata.
Speaking to Bernama, Shikata explained that Tokyo’s renewed push is because of newly-elected Prime Minister Takaichi Sanae’s focus on economic security and high-value technology investment.
“We will be very interested in upgrading our industrial cooperation in strategic sectors like semiconductors, AI and rare earths,” he said.
Takaichi is traveling to Kuala Lumpur to meet Anwar and attend the ASEAN meetings. Her administration has already introduced new economic-security laws that it claims will protect the country’s critical technologies and intellectual property.
Malaysia’s Shikata pointed out that Japanese companies have supported Malaysia’s industrial growth for over four decades, from Mitsubishi Motors’ role in Proton’s development to Daihatsu’s joint venture with Perodua, which created thousands of skilled jobs. He added that many Malaysians trained in Japan are now working in universities and industries across the country.
Malaysia’s Shikata described green transition and energy security as the next stage of Japan-Malaysia cooperation under the Asia Zero Emission Community (AZEC).
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