Chinese lidar maker building first overseas plant in Southeast Asia Robosense CEO says some foreign clients are worried about US-China tensions, tariffs

Chinese lidar manufacturer Robosense is constructing its first overseas plant in Southeast Asia to address foreign client concerns over U.S.-China tensions and potential tariffs. The move reflects a broader supply chain diversification trend driven by geopolitical risk repricing and trade policy uncertainty, particularly around technology exports subject to U.S. import restrictions. This shift is likely to affect capital flows into Chinese technology manufacturing and could support regional Southeast Asian industrial assets as alternative production hubs. Exposure is highest in Chinese tech exporters and regional ASEAN manufacturing equities, where supply chain realignment may alter competitive dynamics. Traders will watch upcoming U.S. tariff reviews on Chinese EVs and auto components for signals on the scope of future trade barriers.

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