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

Formiche – 30 marzo 2026

30 March 2026

“Donald Trump ha annunciato il rinvio di circa un mese della sua visita in Cina a causa della guerra in Iran. Il rinvio, di... Read More

Il Sudest asiatico contemporaneo tra continuità e cambiamento

27 March 2026

Nel discorso pubblico italiano il Sudest asiatico appare spesso come un insieme eterogeneo di Stati che desta l’attenzione soltanto in occasione di crisi umanitarie,... Read More

TGR Piemonte – 25 marzo 2025

25 March 2026

“Quando si inizia a studiare lingue e si sente questo interesse si ha voglia anche di mettersi alla prova” Gaia Airulo ha trascorso dieci... Read More

Regime Survival and International Implications: China’s Perspective on the Iran Crisis

24 March 2026

“At the level of expert discourse, Chinese analysts have become somewhat more confident in the Iranian regime’s resilience, even as they acknowledge severe structural... Read More

Rassegna stampa – Il potere gentile della filantropia

18 March 2026

“Il libro, pubblicato dalla casa editrice Vita e Pensiero dell’Università Cattolica di Milano, analizza il rapporto tra filantropia e potere, inteso non solo come... Read More

Events & Training Programs