Changes in the Logic Chip Industry amid the U.S.-China Trade War

Changes in the Logic Chip Industry amid the U.S.-China Trade War

  • December 2021 •
  • 17 pages •
  • Report ID: 6192701 •
  • Format: PDF
After the Biden administration came to power, the White House issued a 100-day review of America’s semiconductor supply chains, providing a policy basis for the United States to revive domestic chipmaking and boost its capabilities in advanced semiconductor logic processes.

Washington also plans to work closely with South Korea, Japan, and Taiwan to ensure its leadership in high-end chip technology and the establishment of a resilient and stable semiconductor supply system. Meanwhile, the Chinese government has developed a national strategy for semiconductor self-sufficiency that attempts to use massive government funding as well as China’s capital markets to strengthen the country’s semiconductor industry. This report provides an overview of some ongoing challenges for the logic chip industry, in particular expeditiously resolving structural capacity and chip shortages in mature processes amid fast growth in fab construction and corresponding capital expenditures; explores how the logic chip sector will develop against this backdrop.
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