PolicyJUN 12, 2026 · 11 min
The Geopolitical Reconfiguration of Semiconductors: Strategic Sovereignty vs. Global Efficiency
The global semiconductor market is undergoing a fundamental shift, moving from an efficiency-driven global model to one dictated by national security and strategic sovereignty. Governments are now the primary architects of supply chains, deploying massive subsidies to re-shore production and diversify critical technology. This new landscape introduces both immense opportunities for strategic players and significant risks, including market fragmentation and potential overcapacity.
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