Hardware Podcasts

Episode 4: Semiconductor Industry De-globalization Opportunities and Challenges

The Circuit · 28 Jan 2023 · 43m · Episode 4

What this episode covers

Ben Bajarin and Jay Goldberg discuss the challenges and opportunities of semiconductor industry de-globalization, arguing that the industry's deep global interdependence makes it difficult for any single nation to fully decouple. They analyze China's strategic leverage, noting that while its logic foundry capacity is lagging, it retains significant power through packaging, test, and mass manufacturing scale, as well as its export-dependent economy. The hosts explore the geopolitical implications of US sanctions on companies like ASML and the potential for a 'Tech NATO' to isolate China, while highlighting the rise of Chinese EV makers as a new driver for domestic semiconductor demand.

Most relevant to

large enterprises

Topics

Mentioned

Companies
ASML, TSMC, Samsung, Applied Materials, Apple, Foxconn
Also
Patrick McGee, Financial Times

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