Malaysia has become an important importer of computer systems and computer parts, such as CPUs and GPUs used for AI, Taiwan in the last quarters, coinciding with the restrictions imposed by the American government on advanced GPU shipments for AI and HPC on Chinese entities. The sharp increase in expeditions follows the increased application of the borders aimed at preventing the GPUs of the smuggling AI from entering China, as evidenced by Recent busts of several smuggling rings and the The country’s commitment to further improve the application. The overvoltage raises whether Malaysia is trying to enter the AI Cloud data centers market, or if it serves as a duct for a new smuggling of limited components in China.
Exports of Taiwan computer systems to Malaysia totaled 1873.89 billion dollars in March, up 366% in annual shift, compared to $ 401.92 million last March and increased by $ 3.4 million in March 2023, according to Taiwan international trade administrationas noticed by Lennart Heim.
ACCEURATION PURCHASES OF AI equipment before the IA AI DISTRIBUTION rule on May 15 are not entirely unexpected. Large companies in Asia, including those in China, can use Malaysia as a center to store their limited equipment.
In fact, exports of Taiwan computer systems to Malaysia has skyrocketed in December 2023, shortly after the US government has restricted sales of advanced processors and GPU to China, according to Taiwan’s ITA data.
However, Malaysian companies not only import AI servers. They have also accelerated component purchases in Taiwan, which may include AI accelerators, such as Nvidia H100. In March, Taiwan IT IT exports to Malaysia increased to $ 60.83 million, compared to $ 27.04 million in March 2023 and $ 15 million in the same month.
However, there are things to note. Taiwan Ita follows exports according to their HS codes. Computer systems, which extend laptops and tablets to AI, HPC and storage servers, are classified under section 8471 with different suffixes. The ITA of Taiwan only allows us to follow the elements under the headers and without suffixes, so the exports of Taiwan computer systems include both cheap notebooks and NVIDIA DGX and HGX AI Ultra-Co-COTEUX servers (which NVIDIA Class 8471.50). AI accelerators and graphics cards are classified as computer systems parts under 8473 codes, NVIDIA ranking them as 8473.30.
Exports of Taiwan’s likely chips to Malaysia are increasing (h / t @ kakashiiiii111). HS84718 shows models consistent with the AI fleas. With the American export controls to come on May 15, this could be a rush before the deadline – or simply the treatment in Malaysia before shipping elsewhere. 1 / pic.twitter.com/fplrqsotf7April 15, 2025
Although we cannot distinguish between AI servers and cheap laptops based solely on HS codes, it is obvious that Taiwan computer systems exports to Malaysia began to accelerate just after the United States has imposed restrictions on GPU AI shipments on China. The US government recently asked the Malaysian government to strengthen the country’s high -tech export monitoring to ChinaThis suggests that there are suspicions that the high -end GPUs of Nvidia are channeled towards China.
According to Media reportsChinese customers are the main customers of Malaysian Cloud data centers. Therefore, it is reasonable to expect these companies to send Taiwan’s servers to Malaysia, now that they cannot get them for China. Consequently, at least some of the high -end machines shipped in Malaysia are found in local data centers.
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