Semiconductor Geopolitics

2030 Semiconductor Geography: Who will control the strategic material control?

National strategic materials: semiconductors

The most deadly offensive weapon in the arena of hegemony competition!

Geopolitics and Chip Strategy



＼＼Focus of this book／／

The Battle for Taiwan: Xi Jinping's 100-Year War

Putin and the Caucasus Silicon Mountains [Secrets of Singapore]

【Pacific Semiconductor Alliance】【Digital Three Kingdoms Begins】

【Land-based Aegis System Attack and Defense】



The United States, China, Europe, Russia, Taiwan, Japan, and South Korea are competing to invest in the semiconductor supply chain, spending more than one trillion US dollars, making it the single industry that has received the highest subsidies in history.



To safeguard chip supply security, governments around the world are forcibly intervening in the semiconductor supply chain. They're not only strengthening defenses but also attempting to identify strategic choke points, hoping to bring about the collapse of their enemies by choking off any link in the supply chain.



How do semiconductors affect the multipolar hegemony sector struggle?

What major changes are happening in the world's supply chain?



Drawing on over 35 years of experience reporting on the semiconductor industry, the author of this book accurately analyzes the strengths and weaknesses of the semiconductor industries of more than 20 countries, clearly unpacking the true competitive strategies of various countries behind the international battleground. This book allows readers to see how a tiny chip can cause a massive tsunami in global geopolitics!



＼＼These strategic materials are all equipped with semiconductors//

✔5G base stations✔Electric vehicles✔Cloud data centers✔Space rockets✔Combat drones✔Anti-ballistic missile systems



★Analyze the chip strategic thinking of various countries!

The UK's "Small to Big" Strategy: While not a major semiconductor nation, it owns IC design companies at the top of the global supply chain, enabling it to influence the overall situation by controlling key nodes.

The US "lockdown strategy": Defying the logic of the international division of labor, the US aims to establish a complete supply chain domestically, forcing Taiwanese and South Korean wafer foundries to set up factories in the US?

China's "Trojan Horse": Expert in mobilizing naval power, leveraging its vast domestic market to control other countries, and attempting to use American companies to overthrow the U.S. government.

The European Semiconductor Alliance (ESA), a group of Dutch, German, and Swiss companies, aims to master the world's most critical lithography technology and, through this alliance, to achieve a breakthrough in the 2nm process.

Arab "sovereignty funds": The United Arab Emirates, through its investment and acquisition strategies, has gained control of GlobalFoundries, the largest wafer foundry in the United States.

Singapore's "Strategic Ambiguity": Why is it deliberately maintaining strategic ambiguity in the chip industry? And why is it eager to deepen the Sino-US confrontation?



★The rise and fall of power among countries caused by semiconductors!

High-end chips provided by Israel determine the outcome of the "proxy war" between Turkey and Russia in the Caucasus region!

A merger has caused a rift between the UK and the US, while an electric vehicle chip has sparked anti-China sentiment in Germany.

The White House invited 19 semiconductor CEOs to a meeting. Why did they deliberately leave out European, Japanese, and Korean automakers?



★The global chip layout of technology giant GAFA╳BATH!

Why are Google's Asian data centers located only in Taiwan and Singapore?

Why do Tencent and Alibaba value Shenzhen so much? What are its unique advantages?



★Revealing the secrets of the semiconductor industry!

What geopolitical hedging strategies has TSMC adopted to balance the risks of US-China confrontation?

In just six months, three wafer fabs in Taiwan and Japan experienced fires. Who is behind these incidents?



Features of this book



1. Provide first-hand reporting information

The author personally interviewed chairmen and senior executives from semiconductor companies including TSMC and Huawei, presenting their strategic thinking on geopolitics!



2. Diagrams and charts provide a complete explanation of the semiconductor supply chain

From upstream silicon intellectual property companies and IC design, to midstream wafer manufacturing and foundry services, and downstream packaging, testing, and sales, this comprehensive analysis provides a comprehensive view of each country's market share in the supply chain.



3. Most countries involved

Covering more than 20 countries including Taiwan, the United States, China, the United Kingdom, the Netherlands, Belgium, France, Italy, Turkey, Russia, Armenia, Azerbaijan, Singapore, Malaysia, Japan, South Korea, etc.



4. Covers the largest number of companies

This includes over 40 companies across the semiconductor supply chain, including TSMC, ASML, Arm, Intel, SMIC, Changjiang Storage, Samsung Electronics, and NXP.



Unanimously recommended



▷ Shen Rongqin | Associate Professor, York University, Canada

▷ Fan Qifei｜Senior Media Professional

▷ Chen Liangji | Former Minister of Science and Technology, Honorary Professor of Electrical Engineering at National Taiwan University

▷ Chen Songxing | Director of the Center for New Economic Policy Research, National Dong Hwa University

▷ Cai Yicheng｜Founder of International News

▷ Xie Jinhe | Chairman of Casin Media Group

▷ Yan Zeya｜Writer

(Sort by surname strokes)



Five-star recommendation from Japanese Amazon readers



★The content should be serious and stiff, but it reads like a drama. The author writes in detail from a bird's-eye view of the importance of semiconductors to various countries. The content is rich and exciting, including interviews with people from the US and Chinese governments and businesses, not only from the perspective of the Japanese government and businesses. --YOKO



Originally, the concept of semiconductors, which are supposed to be cold and emotionless, and built on digital technology, is vividly portrayed by the author, who uses the voice of "people" as the axis, to depict the important role semiconductors play in the digital world. This makes one wonder whether Japan's current trade policy and national security have achieved a balance. --Yossarian



From the 1980s to the present day, even for my generation, who are not familiar with the situation at the time, this book, through quoting the opinions of those involved, allows me to see the difficulties Japan faces and the glimmer of hope.

2022-08-31

野人

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