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Inside China
2. Follow the AI money: China, the Quad and Southeast Asia
Aug 18, 2023
Andrew Collier, MD of Orient Capital Research, analyzes reactions to US investment restrictions on China's tech industry. Ngor Luong from Georgetown University explains money flow from China to Southeast Asia and China's aim to become a leader in artificial intelligence.
31:04
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Quick takeaways
- The Biden administration's investment restrictions on Chinese tech companies pose challenges for China's tech industry in securing necessary technologies and chips, while the impact on American investment in China's semiconductor industry remains uncertain.
- Research indicates that China's AI industry receives significant investment from countries within the Quad, but the Biden administration's investment ban may lead to increased investments by Chinese AI companies in Southeast Asia's emerging markets.
Deep dives
US investment restrictions on Chinese tech
The Biden administration has implemented investment restrictions on Chinese tech companies, continuing what was started under Donald Trump's administration. These restrictions aim to limit China's technological development, specifically targeting Chinese companies' access to high-end semiconductor technologies and equipment. Biden's new executive order further restricts US venture capital and private equity stakes in Chinese companies in three specific areas.
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Discover
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