The Semiconductor Industry in the Age of Trade Wars, Covid-19, and Strategic Rivalries

Author Name Willem THORBECKE (Senior Fellow, RIETI)
Creation Date/NO. August 2021 21-E-064
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Semiconductors are vital for countless applications. The pandemic generated a surge in IT spending and produced a shortage of semiconductor devices. The semiconductor industry also faces geopolitical challenges as many fear the concentration of production in East Asia. This paper examines the challenges the industry faces and considers possible solutions.