XSD - Semiconductor Supply Chain: Political And Physical Challenges In 2024 And Beyond
2024-03-27 03:35:00 ET
Summary
- Market Intelligence forecasts show private investment in industrial facilities - across all industries - will rise by 85% in 2024 versus 2019 in inflation-adjusted terms.
- Our forecast calls for industrial production of semiconductors to rise by 21% in the first quarter of 2024 due to a cyclical recovery, with the investment-driven growth only starting in 2026.
- Strategic rivalry between the US and EU on one side and mainland China on the other has distorted supply chains for nearly a decade and is likely to continue to do so.
This report is jointly produced with John Abbott, Principal Research Analyst — Applied Infrastructure & DevOps for 451 Research a part S&P Global Market Intelligence. ...
Semiconductor Supply Chain: Political And Physical Challenges In 2024 And Beyond