Part 9/10:
The Global Semiconductor Landscape and Future Trajectories
As the geopolitical climate evolves, the relationship between the U.S. and China will significantly impact the semiconductor industry. Current U.S. export controls aim to restrict Chinese access to advanced semiconductor technologies, but these measures may also compel China to invest more heavily in domestic capabilities, particularly in trailing-edge manufacturing.
Given the competitive landscape, potential futures range from escalating tensions to increased cooperation. Maintaining U.S. leadership in semiconductor technology will hinge not only on governmental policies but also on the ability to foster innovation and attract talent.