Inside the global chip war: Taiwan’s dominance, China’s EUV breakthrough & US' $165 Bn manufacturing bet| Part 2 - Bhaskar English

This article delves into the evolving dynamics of the global chip war, highlighting Taiwan's dominant role in the semiconductor industry, China's breakthrough in EUV lithography technology, and the U.... Read original →

The solidification of Taiwan, China's role in the global semiconductor supply chain, particularly TSMC's lead in advanced processes like 3nm, coupled with mainland China's recent breakthroughs in EUV lithography, is reshaping the competitive landscape. Technologically, this accelerates a shift towards higher efficiency and lower power consumption across the industry. Regarding compliance and risk, the U.S.'s substantial investment through the CHIPS and Science Act to reduce reliance on Asian suppliers may prompt multinational firms to reassess their global strategies, potentially increasing operational costs but also enhancing supply chain resilience. In terms of market dynamics, key players such as NVIDIA are likely to diversify their sourcing strategies and possibly invest more in their own manufacturing capabilities. Over the next 12-24 months, we can expect more regions to implement supportive policies, fostering local semiconductor industries and leading to a more multipolar competitive environment.