Semiconductors – greater self-sufficiency and increasing costs?
Semiconductors – greater self-sufficiency and increasing costs?
The semiconductor industry is grappling with a complex landscape marked by technological innovations, geopolitical shifts, and supply chain vulnerabilities. The industry’s adaptability to these challenges while advancing in design, production processes, and sustainability will be pivotal in shaping its future. This shift has been influenced by trade wars, national defence concerns, and the recognition of semiconductors’ strategic importance. Relocalization of the industry, particularly spurred by the Ukraine crisis, has accelerated, with new fabs being established in North America
and Europe. Furthermore, the industry is reshaping due to new players and innovative technologies. The adoption of RISC-V architectures and nanosheet transistors showcases advancements that challenge traditional paradigms.
Europe is striving to catch up in the global microchip race, facing strengths like advanced equipment but grappling with chip design capabilities and material supplier investments. Initiatives such as the European Chips Act and significant investments aim to boost chip manufacturing within the region. However, challenges encompass building advanced supply chains and addressing issues like electronic waste and skills shortages. The persistent semiconductor supply crisis, influenced by geopolitical tensions and rising costs, threatens industries globally, impacting product delivery and costs.
Addressing the remaining issues, we find that Moore’s Law remains vibrant and is poised to exert its influence for at least another decade. As for the ramifications of the American-Chinese standoff, the primary casualties appear to be none other than the progress of humanity and the global economy at large. The pursuit of heightened long-term security via self-reliance emerges as a costly endeavour, standing in contrast to the more economically viable option of multifaceted international cooperation. However, the crux of the matter rests in assessing the feasibility and desirability of collaboration between democratic and authoritarian governments to address these intricate issues.
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