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As we have been experiencing a global semiconductor shortage for over a year, it's difficult to put a finger on a single industry that hasn't been affected in some way, from automobiles to ICUs. But can it be exclusively attributed to natural disasters and COVID-19 or was it inevitable, and even predictable? Will new players change the market, and what side will they take on the US-China rivalry? And how might the current China-Taiwan tensions disrupt the industry even more? In our latest Wikistrat Insider episode, Jan-Peter Kleinhans takes us behind the scenes of the semiconductor world
Jan-Peter Kleinhans is Director of Technology and Geopolitics at Stiftung Neue Verantwortung e.V. Think Tank. His focus is on the analysis of semiconductors as a strategic asset, how resilient the global semiconductor value chain is to external shocks, and how Europe's competitiveness can be strengthened.
As we have been experiencing a global semiconductor shortage for over a year, it's difficult to put a finger on a single industry that hasn't been affected in some way, from automobiles to ICUs. But can it be exclusively attributed to natural disasters and COVID-19 or was it inevitable, and even predictable? Will new players change the market, and what side will they take on the US-China rivalry? And how might the current China-Taiwan tensions disrupt the industry even more? In our latest Wikistrat Insider episode, Jan-Peter Kleinhans takes us behind the scenes of the semiconductor world
Jan-Peter Kleinhans is Director of Technology and Geopolitics at Stiftung Neue Verantwortung e.V. Think Tank. His focus is on the analysis of semiconductors as a strategic asset, how resilient the global semiconductor value chain is to external shocks, and how Europe's competitiveness can be strengthened.