L’industria dei semiconduttori in Cina: tendenze nella attuale “chip war”

Sampaolo, Gianluca; Spigarelli, Francesca

L’industria dei semiconduttori in Cina: tendenze nella attuale “chip war”

This short study delves into the complex semiconductor industry dynamics amidst global trade and geopolitical tensions. Valued at over 500 billion US dollars, expected to reach 1 trillion by 2030, the sector is crucial for AI, autonomous driving, and 5G. We examine China’s quest for tech leadership, seen in Made in China 2025 Plan and Integrated Circuits (ICs) industrial policies developed so far. While China advances in chipmaking, challenges arise in high-end domestic production. The US-China analysis of trade flows shows significant imports of Electronic integrated circuits and Machines for semiconductor manufacturing from the US. Reduced ICs imports result from trade sanctions and self-reliance emphasis. The US plays a vital role in supplying China’s semiconductor-related products, creating tech dependency. Overall, China’s semiconductor value chain lags behind the US, driving indigenous development. Seen in the 14th Five-Year Plan and the Law on Science and Technology Progress, China aims to overcome Western restrictions, although challenges remain in achieving sustainable self-reliance.

Published in:

L’economia cinese tra sfide interne e nuova governance globale

15 April 2024

Download

From the same author

Quotidiano Nazionale – 4 settembre 2025

5 September 2025

“La prospettiva della Cina è quella di imostrare la propria capacità di aggregare consenso attorno alla propria visione dell’ordine internazionale. In questo senso va... Read More

The Telegraph – 3 September 2025

3 September 2025

“A positive bilateral relationship between China and Russia is critical for their economic survival. One has a very important interest in the survival of... Read More

China Observers in Central and Eastern Europe – 28 August 2025

28 August 2025

“It is against this backdrop that Wang Yi’s message to Europe becomes clear: if Europe seeks genuine Chinese neutrality on Ukraine, it should follow... Read More

China Global South Project – 28 August 2025

28 August 2025

“In China there’s been for a long time people saying ‘we should do something, we should be more proactive in the Middle East’. Proactive... Read More

[Review] The Asian Infrastructure Investment Bank: China’s Multilateral Experiment

27 August 2025

“Ten years have passed since the establishment of the Asian Infrastructure Investment Bank (AIIB). Headquartered in Beijing, it is the first Multilateral Development Bank... Read More

Events & Training Programs