Microelectronics are essential for critical technology like defense systems, clean energy, and robotics, but they depend on a complex network of global trade. Any disruption to these supply chains is a serious threat to global security and industry. But how can policymakers untangle complicated trade patterns to identify points of systemic vulnerability and mitigate national risk? To better approach this question, the NSDPI analyzed microelectronic supply chains using an algorithm created with network analysis, machine learning, and qualitative analysis ( 🔻 Paper Linked Below 🔻 ). By applying this algorithm to UN Comtrade trade data from 2017 to 2024, we rank countries whose removal from the world’s microelectronics trading system would create the biggest shock, and show how risk exposure converges or differs across the United States and China. Our algorithmic analysis uncovers key microelectronics trade patterns and vulnerabilities, including: 🔶 The U.S. is disproportionately exposed to disruption by exporters of processed inputs, especially from China, the UK, Germany, and the rest of the EU. 🔶 While China’s supplier dependency is generally less than the U.S., China is highly exposed to and reliant upon exports from Brazil, Myanmar, and Thailand. 🔶 Brazil consistently emerges as an exporter that both the U.S. and China are highly dependent upon. To learn more about the unique findings our algorithm uncovered about #microelectronics #supplychains read the full white paper: https://lnkd.in/e7YkHif3
NSDPI Analyzes Microelectronics Supply Chains for Global Security
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We've been thinking a lot about supply chain issues at the National Security Data and Policy Institute. There's a ton of great work out there, so we've focused attention on the less scrutinized area precursors for microprocessors as a potential threat to the DIB. We take a different approach that reveals underappreciated bottlenecks and dependencies. Reach out if you're interested!
Microelectronics are essential for critical technology like defense systems, clean energy, and robotics, but they depend on a complex network of global trade. Any disruption to these supply chains is a serious threat to global security and industry. But how can policymakers untangle complicated trade patterns to identify points of systemic vulnerability and mitigate national risk? To better approach this question, the NSDPI analyzed microelectronic supply chains using an algorithm created with network analysis, machine learning, and qualitative analysis ( 🔻 Paper Linked Below 🔻 ). By applying this algorithm to UN Comtrade trade data from 2017 to 2024, we rank countries whose removal from the world’s microelectronics trading system would create the biggest shock, and show how risk exposure converges or differs across the United States and China. Our algorithmic analysis uncovers key microelectronics trade patterns and vulnerabilities, including: 🔶 The U.S. is disproportionately exposed to disruption by exporters of processed inputs, especially from China, the UK, Germany, and the rest of the EU. 🔶 While China’s supplier dependency is generally less than the U.S., China is highly exposed to and reliant upon exports from Brazil, Myanmar, and Thailand. 🔶 Brazil consistently emerges as an exporter that both the U.S. and China are highly dependent upon. To learn more about the unique findings our algorithm uncovered about #microelectronics #supplychains read the full white paper: https://lnkd.in/e7YkHif3
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Global OSAT Revenue to Rise 5% in 2025 as China Narrows Gap with Taiwan. The global outsourced semiconductor assembly and test (OSAT) industry is projected to grow 5% in 2025, reaching US$43.4 billion, fuelled by strong demand for AI chips and memory packaging. While restocking momentum supports near-term growth, geopolitical tensions may weigh on demand later in the year. Chinese OSAT firms, backed by self-sufficiency policies, are rapidly closing the market share gap with Taiwanese competitors, reshaping the competitive landscape. Follow the page for the latest market insights and trends, all in one place. #ReboundGroup #TheSource #MarketInsights #ReboundElectronics #China #Taiwan #TechNews #Geopolitical #AI #Manufacturing
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The recent US sanctions on Chinese semiconductor companies highlight the escalating tech war and its global impact. Here’s a quick breakdown of the key developments. Key Highlights: * The US government has penalized two Chinese companies, claiming they acquired American tools for Semiconductor Manufacturing International Corp (SMIC), China’s leading chipmaker. * This action is part of ongoing efforts to restrict China's access to advanced semiconductor technology, citing national security concerns. * SMIC itself was placed on a trade blacklist in 2020, making it difficult for them to acquire US technology without a license. * The move underscores the deepening tech decoupling between the US and China and its ripple effects across the global supply chain. This isn't just geopolitics; it's a business reality for the tech industry. How do you see these ongoing tensions reshaping global supply chain strategies and innovation pipelines in the long term? Share your thoughts in the comments. #ChipWar #Semiconductors #Geopolitics #SupplyChain #Technology #GlobalTrade #Innovation 📢 Join our VLSI Connect News channel on Telegram: https://lnkd.in/gk4gyWvt 📰 Stay updated with VLSI Connect News on LinkedIn: https://lnkd.in/g5aYa3Cp 🔗 Explore more on our website: https://vlsiconnect.com/ 🎧 Listen to our Daily news on Spotify: https://lnkd.in/gUGv4GhP https://lnkd.in/g5-d_tf5
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Who Controls the Chips, Controls the World: The Silicon Cold War : https://lnkd.in/e45YGcZK The great power struggle of the twenty-first century is no longer waged in battlefields or oil markets. It is now fought in the microscopic circuits of semiconductors. Its value was once dismissed and they were seen only as the invisible backbone of consumer electronics and chips but they have now become the front line of geopolitical rift. What began as a trade war of tariffs and accusations has evolved into something more dangerous: a full-fledged technology war, built on a deceptively small yet strategically profound object, the semiconductor. As they say, “whoever controls the chips, controls the world.” And by controlling the world we mean, having a command over the future of AI, quantum computing, global supply chain and the advanced weaponry. From the remote of our TV to satellites, these silicon chips are everywhere. But here is the catch, Washington sees Beijing’s technological development as an existential threat to America’s standing, while Beijing views U.S. tariffs as an attempt to minimize its rise prematurely. The result is a rising contest where every export embargo, subsidy package, or market restrictions resonates around the globe, entangling allies and rivals alike in the semi conductor competition. This is not a simple commercial dispute, it’s a complicated battle which will signal out who will rule tomorrow’s world order. America with it’s technological advancement or China’s dream of self reliance. In this battle, the stakes are higher than ever , nothing less than global power itself. Article from Modern Diplomacy #semiconductor #manufacturing #technology #innovation #chips #semiconductormanufacturing #advancedtechnology #engineering #lithography #nanometer #research #development #AI #EUV #DUV #mobileprocessors #semiconductorindustry #semiconductormarket
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China's electronics sector just made history. 📈 As of August 22, 2025, its A-share market cap soared to an unprecedented ¥11.54 trillion RMB a staggering $1.57 trillion USD. This marks a pivotal moment: electronics has officially surpassed banking to become China's most valuable sector. 🚀 Who's driving this massive surge? The leading players include: Foxconn Industrial Internet Gongye Fulian at ¥910.16 billion RMB. Cambricon Hanwuji at ¥520.09 billion RMB. Hygon Information Haiguang Xinxi at ¥432.47 billion RMB. Their combined strength highlights a significant shift in economic focus. Three forces are fueling this explosive growth: 1️⃣ AI breakthroughs: DeepSeek-V3.1, for instance, is designed to leverage forthcoming domestically produced chips. This signals robust integration of software and hardware. 💡 2️⃣ Domestic substitution: Reports of NVIDIA halting H20 chip production for China are accelerating the push for local tech. This creates a powerful incentive to buy local. 🇨🇳 3️⃣ Tidal wave of capital: A new ¥500 billion RMB $68.21 billion USD policy-oriented financial instrument is earmarked for strategic emerging industries, particularly the digital economy and artificial intelligence. 💰 This reordering of China's market isn't just a blip. It's a clear signal about future priorities and capital flow. What implications do you see from this monumental shift? Share your thoughts below. 👇 #FreshFromChina #ChinaTech #ElectronicsIndustry #MarketCap #AI #DomesticSubstitution #EconomicTrends #Innovation [ read more: https://lnkd.in/grxtxAcC ]
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Latin America Can De-Risk Semiconductor Supply Chains, Why Russian-Indian Relations Have Remained Steady, and Why Tariffs Led to the More Demand for Stablecoins Went Up and Less for the Dollar. All this in Fulcrum Macro Advisors Recommended Weekend Reads. https://lnkd.in/ehStfdei
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Foundation for Defense of Democracies | Senior China Fellow | National Security Expert and Former Diplomat
New in the The Wall Street Journal: "China Won’t Get Addicted to America’s Chips" In my Foundation for Defense of Democracies (FDD) letter to the editor, I make three points: 🧭 Doctrine, not dependence. Beijing’s line is “indigenous and controllable” tech and self-reliance. The H20 episode proved it: when access briefly opened, officials urged firms to curb reliance and prioritize domestic parts. 🧱 Leakage ≠ scale. Some U.S. chips slip in, but as small, irregular, warranty-free lots—useless for the steady, high-volume supply frontier training needs. Controls don’t have to be perfect; they raise costs, stretch timelines, and cap scale. 🔁 More sales ≠ leverage. Fully supported deployments in China would train engineers, provide reference designs, and enable stockpiling—shortening China’s substitution timeline. Real leverage sits at chokepoints (advanced chips, memory, tools, software) kept with allies and out of high-risk hands. #AI #Semiconductors #Chips #ExportControls #China #USChina #NationalSecurity #EconomicSecurity #TechnologyPolicy #AIpolicy #SupplyChain #Geopolitics #Innovation #AdvancedManufacturing #CloudComputing https://lnkd.in/e-3zbGB7
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Global Product Marketing Director @ MEMPHIS Electronic | Product Marketing, Business Development, Head of Memory Competence Center
🚨🌏 Semiconductor War: A New Front Opens 🚨⚡ The global tech rivalry has entered a sharper phase. On September 13, 2025, China’s Ministry of Commerce unveiled two landmark probes aimed squarely at the U.S. semiconductor sector: 🔹 Anti-Dumping Investigation → Targeting American-made analog ICs (Texas Instruments, Analog Devices). These “workhorse chips” handle power regulation, signal amplification, and sensor interfaces — indispensable in EVs, 5G, smartphones, medical imaging, and industrial systems. 🔹 Anti-Discrimination Probe → Accusing Washington of using export controls, Section 301 measures, and the entity list to suppress China’s semiconductor and AI industry. This move comes just after the U.S. added 23 more Chinese firms to its restricted entity list, tightening the choke on advanced AI accelerators and critical semiconductor equipment. 🕊️ Diplomatic Backdrop The timing is no accident. Probes were launched days before key trade talks in Madrid between U.S. Treasury Secretary Scott Bessent and Chinese Vice-Premier He Lifeng. On the agenda: semiconductors, tariffs, national security, money laundering, and even the fate of TikTok (valued at ~$500B). ⚙️ Why Analog ICs Are Strategic Unlike GPUs, HBM, or cutting-edge logic, analog ICs are mature-node technologies. Yet they are the nervous system of electronics, linking digital brains to the real world. By targeting analog chips, China strikes: 1️⃣ In an area where domestic substitution is realistic. 2️⃣ At U.S. firms that still dominate global analog markets. 3️⃣ Without jeopardizing its own access to bleeding-edge AI hardware. 📉 Implications for Industry & Policy 1️⃣ U.S. suppliers: Facing pricing pressure, tariffs, and reduced access to the world’s largest electronics market. 2️⃣ Chinese legacy chipmakers: Likely to benefit from policy tailwinds, gaining share in PMICs, driver ICs, and power management solutions. 3️⃣ Global supply chains: Even “safe” mature-node chips are no longer immune — fragmentation risk grows. 4️⃣ Allies & Partners: Japan, South Korea, and the EU may soon be forced to define their stance in this widening chip battlefield. 🔮 Wider Context This escalation follows a pattern: the U.S. restricts China’s access to advanced AI accelerators (Nvidia, AMD), licenses even mid-range AI chips as bargaining tools, while China responds with trade probes and domestic substitution strategies. 💡 Conclusion The semiconductor conflict is no longer confined to cutting-edge HPC. It now includes the essential building blocks of modern electronics. The “chip war” has broadened into a systemic contest with global economic, industrial, and political consequences. #Semiconductors #Geopolitics #China #USA #ChipsWar #AI #Technology #TradeWar #AnalogIC #TexasInstruments #AnalogDevices #GlobalTrade #SupplyChain #NationalSecurity #Innovation Original Article: The Straits Times https://lnkd.in/dmDffh4s
