#AGI
馬來西亞作為東南亞數據中心重鎮，近期決定限制數據中心的擴張步伐，此舉可能嚴重影響中國企業透過該地區繞過美國出口管制、取得高性能 AI 晶片的能力。儘管 Johor 州吸引了來自中美科技巨頭的投資，但由於電力與水資源的限制，加上來自華府的壓力，馬國已開始實施晶片出口許可制度，扼止敏感技術的轉移。
Malaysia is tightening its grip on data centre growth, disrupting China’s indirect access to US-made AI chips. Once a haven for tech giants due to cheap land and electricity, the country is now throttling expansion due to infrastructure strains and geopolitical pressure. This move could reshape the landscape of Southeast Asia’s role in the global AI supply chain.
– **Why it matters:** Malaysia’s new export permit rules make it harder for Chinese firms to bypass US chip sanctions through Southeast Asia.
– **The big picture:** Data centres have become geopolitical flashpoints, and AI chip flows are now a matter of national security.
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Full article https://www.reuters.com/world/china/malaysia-reins-data-centre-growth-complicating-chinas-ai-chip-access-2025-09-12/