XSD - The Shifting Global Semiconductor Landscape In Asia-Pacific
Summary
- Legislation in the US and EU aims to boost domestic and regional semiconductors manufacturing significantly, threatening to rebalance global semiconductors manufacturing away from Asia Pacific economies.
- The December 2022 announcement by Taiwan Semiconductor Manufacturing Co. (TSM) that it would triple investment in manufacturing capacity in the US signaled the changing geographic dynamics in the sector.
- Both the US and the EU have introduced policies to encourage the development of local semiconductors production capacity and reduce mainland China's access to complex technologies for manufacturing advanced semiconductors.
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The Shifting Global Semiconductor Landscape In Asia-Pacific