Part 7/11:
Geopolitical Risks and Industry Impact
Tensions between the US and China pose risks to the semiconductor supply chain. Decoupling efforts could hinder global sourcing, R&D investment, and technological progress, potentially slowing down innovation and growth trajectories for the entire electronics industry.
Automotive Sector Challenges
The automotive industry, a significant consumer of chips, is feeling the pinch. The competition for semiconductor supplies has raised concerns that shortages could impede the development of autonomous vehicles and other advanced automotive features, thereby impacting the larger mega trends in mobility.