Shared Circuits How AI Is Redrawing Asia's Trade Map

AI-linked trade is fundamentally redrawing Asia's supply chain, creating a more integrated, multi-directional corridor between North Asia and ASEAN. The region is simultaneously evolving into a significant consumer of AI infrastructure and data center capacity.

Key Takeaways

• 1.AI trade is reshaping Asia's map into a tightly linked production bloc, shifting away from China-centricity.
• 2.Intra-Asian AI trade has doubled to nearly USD 2trn in 2025, driven by intermediate inputs.
• 3.Asia is evolving from an export platform for AI goods into a significant end-market and data-centre demand center.

Table of Contents

• AI trade shifts into high gear
• Asia’s dominance in AI-enabling goods
• AI is reshaping regional trade patterns
• Taiwan-ASEAN AI hardware corridor
• Hong Kong: the re-export gateway
• Korea-Taiwan complementarity: memory chips meet AI servers
• Korea-China trade: The 2026 rebound
• Korea-ASEAN memory and systems corridor
• Singapore: the strategic hub for Chinese and Western tech
• China’s evolving role in the AI trade
• Japan: the indispensable upstream supplier
• Intra-Asian export share rises
• Asia as a growing AI consumer
• India: the next major AI demand frontier in Asia
• Australia's AI capex boom

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