Global Semiconductor Supply Chains in 2024: Navigating the New U.S. Export Restrictions on China

About the Book

This white paper examines the challenges posed by the U.S.’s renewed export restrictions on advanced semiconductors and related technologies to China in 2024. The re-election of Donald Trump has brought a stronger “America First” approach, with measures aimed at curbing China’s access to critical technologies like AI-specific chips and quantum computing. These restrictions are disrupting global semiconductor supply chains, forcing companies to re-evaluate dependencies, redesign products, and shift production hubs to mitigate risks.

 

The analysis explores the fragmentation of the semiconductor market into U.S.-aligned and China-aligned ecosystems, highlighting how companies are adapting through supplier diversification, increased R&D investment, and reshoring efforts. For policymakers, the paper recommends international collaboration to harmonize export controls and secure supply chains. This paper underscores the urgent need for strategic adjustments in a bifurcated semiconductor landscape while balancing innovation and security.

Global Semiconductor Supply Chains in 2024: Navigating the New U.S. Export Restrictions on China

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