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

Challenges and Opportunities in Forging Closer ASEAN–EU Relations: An Indonesian Perspective

1 October 2025

This paper explores the evolving dynamics of ASEAN–EU relations from an Indonesian perspective, contextualised within the lingering shadows of colonial legacies and the opportunities... Read More

China-ASEAN Engagement: Implications for EU’s Relations with Southeast Asia

1 October 2025

China’s expanding influence in the Asia/Indo-Pacific region, particularly in Southeast Asia, has become a focal point for geopolitical rivalry involving major powers like the... Read More

Doing Indo-Pacific Diplomacy: Lessons for Europe from Over Fifty Years of ASEAN-Australia Partnership

1 October 2025

In 1974, Australia became the first dialogue partner of the Association of Southeast Asian Nations (ASEAN) and then the regional grouping’s first Comprehensive Strategic... Read More

EU’s Role in Strengthening Secondary Powers in the Indo-Pacific Amid US Leadership Uncertainties

29 September 2025

The Indo-Pacific region has long been characterized by a delicate balance of power, underpinned by U.S. leadership and a commitment to liberal multilateralism. Following... Read More

Non-Asian Actors of the Asian Century: A Balancing Act Unfolding in the Indo-Pacific

29 September 2025

This chapter will delve into the rationale behind the many bilateral and multilateral, often overlapping frameworks among the member states of the Indo-Pacific region,... Read More

Events & Training Programs