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Supply chain security
The same is not true for advanced manufacturing, a stage of production where the dominance of Taiwanese firms and especially TSMC represents a concentrated point of failure for the entire global semiconductor sector, which is now widely recognized as a threat to many industries and therefore a concern for national decision-makers seeking to secure the supply chain. However, barriers to entry in advanced manufacturing make this risk extremely difficult to mitigate, whether for Chinese leaders who fear that U.S. export controls will hamper their technological advancement, or for foreigners worried about the impact of political instability or a potential war between Taiwan and China.
Semiconductors serve as a litmus test for whether supply chain decoupling is truly in the national interest, as a global chip shortage looms next year and China’s capacity expansion offers prospects for relief. As countries prepare for a new era of semiconductor-focused technonationalism, the trade-offs and enormous costs associated singapore telegram number database with trying to weaponize and strengthen the value chain need to be considered. We’ll explore these issues in another report by the end of 2021.
The article "China's Place in the Global Semiconductor Industry" was prepared by PRC.TODAY based on materials from the analyst at the Mercator Institute for China Studies (MERICS) John Li coordinates the work in the MERICS research cluster on the use of digital technologies in China. His research covers new and foundational technologies in China's domestic development and international relations, China's science and innovation policies, and China's approach to Internet and cyberspace governance. John works on related topics, including export controls, R&D ecosystems, and supply chains in high-tech sectors.
HarmonyOS and its ecology are developing at an unprecedented speed, as the HarmonyOS-based smart cabin is expected to be launched soon, and openEuler OS, an open source operating system for digital infrastructure, will provide shared capabilities and eco-compatibility with HarmonyOS.
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