Overview
Semiconductors are ground zero in U.S.–China economic rivalry. The world is witnessing a split: one track led by U.S.-aligned supply chains, another by China’s self-sufficiency push.
Key Trends
- U.S. CHIPS Act and export controls against Chinese firms
- China’s “Made in China 2025” acceleration in chip design, foundries
- New hubs in South Korea, Taiwan, Arizona, Germany
Risks
- Supply chain duplication raises costs
- Emerging nations caught in the middle (e.g., Malaysia, Vietnam)
- Potential for fragmentation in global standards
Takeaway
A bifurcated chip world is forming—techno-nationalism is shaping silicon geopolitics.