Beyond the Battle for Supremacy: Reshaping the Global Semiconductor Supply Chain
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Date
2023-05
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Publisher
Mosbacher Institute for Trade, Economics & Public Policy
Abstract
Description
Under the Biden administration, U.S.-China hegemonic competition has intensified and extended to high-tech fields, including Artificial Intelligence (AI), 5G, and autonomous vehicles. These technologies depend on the semiconductor industry, the foundation for the development of advanced products like big data, robots, aerospace, and super quantum computing. The multipurpose use of these semiconductor-based industrial technologies has far-reaching implications for both economic competition and national security because drones, robots, mobile communication, and aerospace technology have ubiquitous military applications. This paper uses competitive and network analyses of the global semiconductor supply chain to assess the role and status of each of the major countries in the supply chain. The results are used to evaluate how U.S. sanctions will affect Chinese, U.S., and global semiconductor industries and to recommend U.S. policy measures.
Keywords
semiconductor supply chain, U.S.-China competition