Washington shores up friends in the global chip war

It’s easy to see the future of microchips as a rivalry between the U.S. and China — that’s where the economic clout is, and what drives the global policy conversation.

But the world map of the industry is far more complex than that, and new U.S. policy might make it even more so.

The semiconductor supply chain is already somewhat distributed; no single country can, or likely ever will, manage its entirety. But the Indo-Pacific region — countries like Taiwan, Japan, China and South Korea — is essential to nearly every step of the manufacturing process. So as companies look to de-risk from China, the goal of the new policy is to give them U.S.-approved places to go.

 
Συνέχεια εδώ