Semiconductor industry players are faced with a choice: align with the United States or continue to provide services to China.
In recent years, the semiconductor industry has undergone a series of significant transformations due to various factors, including geopolitical tensions. Measures taken by the United States to restrict the development of China's microchip industry are leading to a rethinking of supply chains and international relations. Some countries, such as the Netherlands, appear to have reached an agreement with the United States, while others such as South Korea will have to strongly review their manufacturing relations with the People's Republic of China as a result of Washington's policy
"In addition to official statements, the economic reality of China's chip sector sees growth with up to 100 new chip production lines each year. In addition, while there may be slowdowns in the face of the restriction on the sale of Dutch chip lithography technologies, Beijing is increasing its efforts to develop its own lithography systems thanks in part to Huawei's investments while, according to news sources, it will launch a $140 billion investment plan to strengthen the domestic semiconductor industry with the goal of self-sufficiency," explain Andrea Noris and Francesca Sanguineti in the recent article published by ISPI.
To counter strategic alliances in the semiconductor industry, Europe is seeking to strengthen its industry and increase its global market share. With this in mind, several initiatives have been launched, including the Chips Act and the Chips Joint Undertaking. The first aims to boost technological capacity and innovation in the semiconductor sector, and the second aims to increase investment and strengthen the European semiconductor industrial ecosystem.
Read the full article published on ISPI Online: Chips: reconfiguration of supply chains
