Like a war microprocessors between USA and to China, the new landscape emerging in the world market reveals the beneficiaries of this war. Countries increasing their share of world microprocessor manufacturing now that most of it is moving away from the two traditionally leading countries in the sector, China and Taiwan. Thailand, Vietnam, India and Cambodia are emerging as big winners in the microprocessor war this year as the superpower ramps up imports of the kind.

According to the US Census Bureau, in February alone, US microprocessor imports increased by 17% year-on-year to $4.86 billion. 83% of this volume came from Asia, while India’s microprocessor exports increased 34 times to $152 million. In addition, Cambodia’s microprocessor industry is experiencing breakneck growth and increased its exports by 698%. So now Cambodia’s microprocessor exports are slightly less than Japan’s, at $166 million, a figure unimaginable just a few years ago. Meanwhile, Vietnam and Thailand, which control significantly larger shares of the microprocessor market, increased their exports to the US by 75% and 62%, respectively. In particular, Vietnam accounted for more than 10% of the superpower’s imports for seven consecutive months.

This latest data is real evidence that the US industry is changing its supply chain and turning to other suppliers. Among them is her colossus Apple, which is gradually moving production of the popular iPhone out of China and moving it to countries like India. Malaysia, which traditionally had a strong microprocessor assembly industry, again retained its lead in exports to the US, but its share fell to 20% in February. Microprocessors are the most important component in everything high tech from computers to mobile phones and household appliances, and escalating tensions between Washington and Beijing have forced both countries to rethink their strategies and supply chains. Taiwan, which has often found itself between the two gladiators, has again seen its exports to the Americas up 4.3% year-over-year and now accounts for 15% of the superpower’s microprocessor imports.

Cambodia’s microprocessor exports are second only to Japan, valued at $166 million.

US officials are expressing growing concern over the US economy’s overreliance on Asian suppliers such as Taiwan and South Korea. The US dependence on these countries is high, especially for high performance microprocessors. Last summer, US Secretary of Commerce Gina Raimondo stressed at the annual security conference that “US reliance on Taiwan for microprocessors is neither secure nor sustainable.” It should be noted that in recent days, China has launched a counterattack, claiming investigations against the American Micron Technologies under the pretext of cybersecurity. They were preceded in October by near-prohibitive restrictions imposed by the government. Biden in Chinese industry to prevent China from becoming a global high-tech superpower.

In the same time IMF warns that escalating tensions between the two largest economy planets and their separation leads to the appeal to “friendly” supply chains and the formation of two fronts at the global level. He even emphasizes that the result of all these confrontations between Washington and Beijing will be a reduction in cross-border investment, which, in turn, will lead to a long-term reduction in global GDP by 2%. In addition, a recent study by the American Chamber of Commerce in China found that FDI is fleeing China and moving to countries more friendly to the US. After all, in the related poll, for the first time in 25 years, less than half named China as the No. 1 investment in US manufacturing.