No. 345: Chips Supply Chain: Bifurcation and Localization

Author(s): Quentin Merle
Editor(s): Névine Schepers
Series Editor(s): Névine Schepers
Series: CSS Analyses in Security Policy
Issue: 345
Publisher(s): Center for Security Studies (CSS), ETH Zürich
Publication Year: 2024

Semiconductors are at the heart of the global economy and governments’ security thinking. The semiconductor supply chain is geared toward gradual bifurcation, the slow separation into a US and China controlled supply chain. Another trend is regional localization, with East Asia, Southeast Asia, and Europe remaining crucial.

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Graphics:

Chipproduktionsschritte

Simplified Chip Production Steps