Semiconductor Industry in Geopolitical Conflicts: Supply Chain Fragmentation.

The report explores how geopolitical tensions are impacting the semiconductor supply chain globally, with a specific focus on regions like East Asia, the United States, and the European Union. It discusses the roles of key players such as Taiwan (advanced manufacturing), the U.S. (design), and the Netherlands (equipment manufacturing). The report examines the consequences of supply chain fragmentation and the strategic responses from different regions facing this challenge. It provides insights into the economic implications and future scenarios for the semiconductor industry, while offering recommendations for stakeholders including tech leaders, government officials, and investors.