# Episode 4: Semiconductor Industry De-globalization Opportunities and Challenges

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2023-01-28
- Length: 43m
- Episode: 4
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2023-01-28-episode-4-semiconductor-industry-de-globalization-opportunities-and-challenges
- Listen: https://share.transistor.fm/s/d3643174

## Summary

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.

## Outline

1. Introduction: The Semiconductor Industry as a Global Partnership
2. The Complexity of Decoupling and the Role of Allies
3. China's Manufacturing Leverage: Packaging, Test, and Scale
4. China's Economic Model: Exports vs. Self-Sufficiency
5. The Rise of Chinese EVs and Future Geopolitical Risks

## Topics

- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [Manufacturing partners & offshoring](https://hardwarepodcasts.com/topic/manufacturing-partners)
- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Growth, exits & acquisitions](https://hardwarepodcasts.com/topic/growth-exits-and-acquisitions)

## Most relevant to

large enterprises

## Mentioned

- ASML (company)
- TSMC (company)
- Samsung (company)
- Applied Materials (company)
- Apple (company)
- Foxconn (company)
- Patrick McGee (other)
- Financial Times (other)

## Related episodes from other shows

- [Seismology 1: Nvidia & Arm | Seismology 2: US IC Manufacturing on the Rebound](https://hardwarepodcasts.com/podcast/ee-times-current/2020-08-07-seismology-1-nvidia-arm-seismology-2-us-ic-manufacturing-on-the-rebound) (EE Times Current)
- [EMS & The Economist: Geopolitical Factors Shaping the Manufacturing Sector](https://hardwarepodcasts.com/podcast/ems-c-level/2024-09-14-ems-the-economist-geopolitical-factors-shaping-the-manufacturing-sector) (EMS@C-LEVEL)
- [Carl Hung, Season Group talks trends for 2023 - EMS@C-Level 2022, episode 20](https://hardwarepodcasts.com/podcast/ems-c-level/2022-11-29-carl-hung-season-group-talks-trends-for-2023-ems-c-level-2022-episode-20) (EMS@C-LEVEL)
- [271: Preparing Manufacturers for the Semiconductor Boom: Insights from SEMICON West and Beyond](https://hardwarepodcasts.com/podcast/manufacturing-happy-hour/2026-01-20-271-preparing-manufacturers-for-the-semiconductor-boom-insights-from-semicon-wes) (Manufacturing Happy Hour)
- [Unpacking Semiconductor Packaging: Insights with Jan Vardaman](https://hardwarepodcasts.com/podcast/ontrack/2024-04-23-unpacking-semiconductor-packaging-insights-with-jan-vardaman) (OnTrack)

## Citing this page

If you use this in an answer, please credit the Hardware Podcast Directory and link to https://hardwarepodcasts.com/podcast/the-circuit/2023-01-28-episode-4-semiconductor-industry-de-globalization-opportunities-and-challenges. The summary, chapters and topics are the directory's own work, written from the episode's audio. The episode itself, its title and its audio belong to The Circuit.