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The semiconductor market has been thrown into disarray by global developments over the past few years: the COVID pandemic and the US-China trade war, both of which are sending governments and companies rethinking their strategies. While the COVID impacts seem to be coming to an end, the geopolitical tensions, first triggered by US president Donald Trump’s trade sanctions on Chinese tech giant Huawei, promise to linger in the form of what some describe as a New Cold War centering more around tech prowess than military might.
At any rate, the production ecosystems are heading towards further decentralization with suppliers having to set up diverse sites to serve clients from different camps – split along the politico-economic divide between China and the rest of the world. And major players in the semiconductor sector are looking at ways to improve self-sufficiency or securing partnerships with others, such as Taiwan, whose dominance in the wafer foundry sector has been the envy of the rest of the world. Taiwan is among the top players in the world of semiconductor, forming part of the so-called “IT first island chain” with Japan and South Korea in the US latest move to contain China. In turn, China has made aggressive plans to raise its semiconductor self-sufficiency, trying to leverage its huge domestic market, which normally accounts for about one fourth of global semiconductor consumption. But in terms of output value and technological capacity, China still lags behind the US, South Korea and Taiwan.
This white paper discusses the impact of geopolitics on the semiconductor supply chain and explores the possibility of coopetition among the major countries and companies in the race.
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Major players in the semiconductor sector are looking at ways to improve self-sufficiency or secure partnerships with others, such as Taiwan, whose dominance in the wafer foundry sector has been the envy of the rest of the world.
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East and Northeast Asia plays a dominant role in the global supply of EV-use batteries. Six out of the top 10 battery manufacturers in 2021 are from China or related to it.
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Southeast Asian countries and India are preparing to catch up with their partners in North Asia, to fulfill the high-rising EV demand. With profound reserves of raw materials - nickel, copper, manganese, and aluminum, countries like Indonesia and Malaysia, are in good positions to develop their EV and EV battery industries.
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Vehicle sales in 2020 and 2021 showed widespread adoption of battery electric vehicles (BEVs). Typical BEVs currently use lithium-ion batteries, which are unstable and require expensive rare minerals, notably cobalt.
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