Geostrategic Daily

The Diplomat · 30 September 2026

The Geopolitics of AI in the Asia-Pacific

In an interview with The Diplomat, Jouko Ahvenainen says AI is increasingly connecting technology policy, national security, industrial policy, and geopolitics, and that this is especially visible in the Asia-Pacific. He argues the region should not be seen only through a China-U.S. lens, pointing to Taiwan's semiconductor manufacturing, South Korea and Japan's positions in semiconductors and industrial technology, India's AI capabilities, and Singapore and ASEAN approaches to AI infrastructure, governance, and investment. He adds that China combines technology development with hardware manufacturing, industrial scale, and rapid deployment, and that AI is becoming a strategic capability and source of geopolitical power rather than simply a weapon.

Why it matters: The interview links AI to geopolitics, technology policy, national security, industrial policy, and supply chains, showing how Asia-Pacific technology competition shapes geoeconomic dependencies.

green tech supply chain · great power rivalry

Record

Source
The Diplomat (tier 1)
Published
30 September 2026
Link
https://thediplomat.com/2026/09/the-geopolitics-of-ai-in-the-asia-pacific/
Content depth
full
Regions
asia-pacific
Subregions
china, taiwan, japan-korea, asean, south-asia
Actors
US, China, Taiwan, South Korea, Japan, India
Edition
2026-10-01

Grounding

Verbatim spans from the source text that support the summary above.

AI is increasingly connecting technology policy, national security, industrial policy, and geopolitics.
Taiwan is critical to advanced semiconductor manufacturing; South Korea and Japan have major positions in semiconductors, materials, and industrial technology; India is building its own AI capabilities; and Singapore and other ASEAN countries are developing their own approaches to AI infrastructure, governance, and investment.
China is particularly important because of its ability to combine technology development with hardware manufacturing, industrial scale, and rapid deployment.