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.
L’articolo integrale (in italiano) è disponibile sul sito dedicato alla rivista OrizzonteCina.
“Chinese scholars do not believe that this brief confrontation was a prelude of a full-scale war between Israel and Iran. However, they acknowledge Israel-Iran... Read More
“L’ultimo report Sipri mostra come il mondo sia sempre più armato. La spesa militare globale totale è aumentata per il nono anno consecutivo. Ha... Read More
“Sviluppare competenze e strategie per espandere il proprio business nei mercati asiatici, tra i più dinamici al mondo: è questo l’obiettivo del corso di... Read More
La Global 2000 è una pubblicazione a cura della rivista Forbes che ogni anno stila la classifica delle prime 2000 aziende al mondo. Lo... Read More
The ongoing development of Sino-Gulf relations, driven by China’s deepening ties with the states of the Gulf Cooperation Council (GCC), represents a significant shift... Read More
Copyright © 2024. Torino World Affairs Institute All rights reserved