Southeast Asia has become the connector economy of the global tech race — building the chips, batteries, and clean energy components for which both Washington and Beijing now compete. But as US–China tensions harden into economic security policy, the region’s most valuable supply chains are being squeezed from both sides. In this episode of Development Futures, Research Fellow Robert Walker joins Roland Rajah to discuss which strategic industries are worth backing, which aren’t, and why decarbonisation might be the region’s smartest long-term play.