The second part of our discussion with Stephen Rothrock, ATREG’s Founder & CEO, and Pierre Cambou, Principal Analyst at Yole Intelligence, part of Yole Group, centers around how to ensure chip supply amid growing geo-political tensions and economic realities affecting semiconductor production.
As highlighted in last week’s article, new competitors entering the global marketplace are slowly shifting the geographic focus of the semiconductor industry while U.S. and European governments are implementing measures to encourage local chip production with their own CHIPS Acts.
The significant investments made to increase domestic chip manufacturing capacity will mean re-shoring or “friend-shoring” as partnerships are established to ensure supply.
Click here to read the full article.