ChatGPT
Q:US Tariff war will it benefit Malaysia Cable Sector?
A:Yes, Malaysia’s cable sector could potentially benefit from the U.S.-China tariff war. Here’s why:
1. Diversification of Supply Chains:
As U.S. companies face higher tariffs on products from China, many are looking for alternative manufacturing locations, especially for industries like cables and electrical components. Malaysia, with its established manufacturing base and competitive labor costs, has seen an influx of companies shifting production to avoid Chinese tariffs.
2. Manufacturing Strength:
Malaysia already has a strong presence in the electrical and electronics (E&E) sector, which includes the production of cables, wiring, and related components. Local companies, such as CableTech and PDS Cable, are already competitive players in this space, and the trade war has prompted more companies to source from Malaysia due to its proximity to key Asian markets and its ability to offer high-quality, cost-effective products.
3. Trade Agreements:
Malaysia benefits from several free trade agreements (FTAs) and partnerships like the ASEAN Free Trade Area (AFTA), which allows for relatively easy access to U.S. markets without heavy tariffs, making it an attractive alternative for U.S. buyers seeking to avoid China-specific trade barriers.
4. Infrastructure and Innovation:
Malaysia has been improving its infrastructure and manufacturing capabilities in high-tech sectors, which is beneficial for producing specialized cables, such as those for telecommunications, data transmission, or even power cables used in renewable energy projects. This makes Malaysia increasingly competitive in global supply chains.
5. Cost and Quality:
Malaysia offers a good balance between lower production costs (compared to developed countries) and high-quality standards. This is crucial for sectors that require precision and reliability, like cables used in telecommunications or the energy sector.

However, there are challenges to consider too. While Malaysia benefits from the tariff

其實個人覺得美國股市的nvidia有點冤... 感覺他被錯殺了 只要deepseek能用NVIDIA芯片作為ai晶片的話 基本上沒什麼大問題 畢竟堅持要用最厲害的晶片來做運算 還是會繼續用的... 別的還沒下訂單的可能會轉去下中低階晶片 只要沒有禁令 個人是覺得還是會訂購中國以外的晶片 畢竟全球市場不僅是中國罷了... 現在還是要中國和中國以外的芯片都能用相關的ai模組來運算...
說回deepseek的效能對比ChatGPT來得高 其實最受傷的是ChatGPT 而不是芯片設計公司 只是deepseek出來了之後只會預期效能會更高 就是可以挑戰在更短時間來解答更複雜的問題罷了... 別忘了deepseek的源代碼已經公開了 他們把deepseek裡面的代碼的邏輯運用在他們的ai的話 也應該會有所提升...
其實NVIDIA的業績應該會不太大的影響... 只要美國政府不作死 完全禁止NVIDIA芯片到tier3的國家 也就不會把NVIDIA“弄死”... 其實NVIDIA ceo黃仁勛在trump任職儀式的時候不在現場 而到了別的地方去了 總之不在美國... 其實NVIDIA在台灣設立了海外企業總部 不排除是在做相關的佈局... 到時只要美國政府作死 就應該不排除會撕破臉了...
別忘了 有句話叫做:“非我族類 其心必異” 他是個亞裔黃皮膚的人 還有利用價值就繼續用 沒有的話救棄了...