SEMI on Global Semiconductor Industry Outlook

The video discusses China's ambitions in the semiconductor industry amidst geopolitical tensions, particularly with the US. It highlights the importance of multilateral efforts in managing global supply chains and the role of Taiwan in chip manufacturing. The discussion also covers the challenges posed by supply chain disruptions and the shift from 'just in time' to 'just in case' strategies.

What is the main reason for the strategic importance of the semiconductor industry globally?

• It is the primary industry in China.

• It is the largest contributor to global GDP.

• It is crucial for national security and technological advancement.

• It is a major source of employment.

Why is a multilateral approach necessary in the semiconductor industry?

• To reduce production costs.

• To ensure fair trade practices.

• To address risks and ensure global stability.

• To increase competition among countries.

How does the semiconductor industry view unilateral actions in export control?

• They cause dissatisfaction among affected countries.

• They are seen as beneficial.

• They are generally supported.

• They are ignored by most companies.

What is the expected growth of the semiconductor industry in the next 6-7 years?

• It will triple in size.

• It will double to 1 trillion dollars.

• It will decrease by half.

• It will remain stable.

What role does Taiwan play in the semiconductor industry?

• It is a minor player.

• It is the leading powerhouse.

• It is a new entrant.

• It is primarily a consumer.

What is the main challenge in the semiconductor supply chain due to geopolitical tensions?

• Increased production costs.

• Disruption of the supply chain.

• Lack of skilled labor.

• Overproduction of chips.

What philosophy is being adopted to address supply chain disruptions?

• Total quality management

• Just in case

• Just in time

• Lean manufacturing