Table of Content



1. OVERVIEW
1.1. Catalyst
1.2. Summary

2. SEMICONDUCTOR SHORTAGE BRINGING DISRUPTION ACROSS ALL INDUSTRIES
2.1. Semiconductors are fundamentally important for modern technology and the global economy
2.2. The drivers behind the global semiconductor shortage

3. SUPPLY-CHAIN CHOKEPOINTS AND OVERRELIANCE OF THE SEMICONDUCTOR INDUSTRY
3.1. Raw material vulnerabilities are exposed
3.2. The problematic overreliance on Taiwan and TSMC

4. RESHAPING THE SEMICONDUCTOR INDUSTRY TOWARDS SELF-RELIANCE COMES TOO LATE AND AT A HIGH COST
4.1. Government-driven efforts to ramp up production aiming at self-reliance
4.2. Self-reliance is inefficient, coming at a high cost

5. APPENDIX
5.1. Sources
5.2. Further reading

6. ASK THE ANALYST

7. ABOUT MARKETLINE



List of Figures

List of Figures
Figure 1: Global semiconductor sales by market/application, 2018
Figure 2: World wafer fab capacity by country / region, 1995-2020
Figure 3: Semiconductor industry worldwide orders, 2000-2021, ($bn)

List of Tables