Vietnam has prioritized semiconductors as one of ten critical technologies and set explicit goals of becoming a global semiconductor talent hub by 2030, moving up the value chain toward higher value-added segments, and developing a complete semiconductor value chain by 2045. Delivering on that...

The CHIPS and Science Act, enacted in August 2022, is a key element of the revival of U.S. industrial policy. We examine the short-term employment effects of the act. Drawing on quarterly industry-by-county data from the Quarterly Census of Employment and Wages (QCEW), we implement two...

This EconPol Report sheds light on the global supply of semiconductors. Our analysis of value-added data for the US underscores the importance of semiconductors for advanced economies. Using global trade data and an extensive list of semiconductor-related goods, we provide a detailed description...

This report provides an in-depth analysis of the European Union's (EU) position in the global semiconductor industry. The analysis reveals that while the EU has long been a significant player in the global semiconductor market, it faces challenges and dependencies that could impact its future...

After the RCEP implementation in 2022, trade differences emerged between Japan and South Korea with China, especially in semiconductors. Japan's exports to China declined, while South Korea's grew. This study uses qualitative and quantitative methods to explain post-RCEP semiconductor trade...

The US semiconductor company Intel is planning to build two ultra-modern chip factories near Magdeburg. This project was promised the largest industrial policy subsidy that the German government has ever approved for an individual company: almost 10 billion euros. Is this money well-spent? To...

Since the beginning of the pandemic in 2020, the European Union has experienced unprecedented disruptions in the semiconductor value chain. To respond to the crisis and enhance the resilience of the supply chain, the European Commission has proposed the European Chips Act, which includes the...

In this article, we present an analysis of how East Asian states (specifically, Japan, South Korea and Taiwan) are adapting to the emerging geopolitical contexts of the "great powers competition" between the United States and China. To the extent that the previous literature on GPN/GVC...

This study empirically investigates the impact of recent US export controls on China on South Korea's semiconductor exports. We analyze South Korean export data to shed light on the repercussions of US export restrictions on a third country. Our findings reveal a significant decline in Korean...

Subsidies to the semiconductor industry have been massive ever since chips were created in the 1950s. Yet, semiconductor subsidies have never been challenged in the GATT or WTO, and rarely in bilateral commercial relations. Reasons suggest a permanent vacuum of subsidy discipline for this and...

This article uses a nonparametric production frontier approach to investigate the operating efficiency differences by the impacts of capital expenditure and business model in the global semiconductor industry. Handling the impact of capital expenditure as a fixed input by the directional...

This study, which focuses on Chinese semiconductor companies, explores the relationship between government support (GS), proactive market orientation (PMO), science and technology (S&T) employees input (STEI), S&T employees management (STEM), and innovation performance (IP). In addition,...

A shared-use semiconductor research infrastructure can be studied as a local innovation ecosystem consisting of the infrastructure operating company and the user companies. The level of open innovation for sustainability activities possible to initiate in the infrastructure is affected by the...

Introduction -- Global Semiconductor Industry Development Landscape and Megatrends -- The Development Environment for China's Semiconductor Industry -- Current Distribution of China's Semiconductor Industry -- Comprehensive Quantitative Assessment of the Security of China's Semiconductor...

There is a localization wave in the semiconductor industry for pushing wafer foundries to transfer their production capacity to where chip designers are located. The main reasons for the localization of semiconductor supply chains include the US-China trade war, geopolitics, COVID-19, the...