Table of Content


Strategic Imperatives
Why is it Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on Global Semiconductor Policies
Growth Opportunities Fuel the Growth Pipeline Engine™
Growth Opportunity Analysis
Semiconductors—The New Oil Defining Global Geopolitics
Semiconductors—The New Oil Defining Global Geopolitics (continued)
Semiconductors—The New Oil Defining Global Geopolitics (continued)
Key Challenges
Long Wait for Semiconductors Continues
Timeline Analysis of the Semiconductor Debacle
From Trade War to Tech War
Semiconductor Manufacturing Value Chain
Semiconductor Manufacturing Value Chain Step Analysis
Semiconductor Manufacturing Value Chain Step Analysis (continued)
Strategic Interests for Policymakers Across Chip Manufacturing
Strategic Interests for Policymakers Across Chip Manufacturing (continued)
Strategic Interests for Policymakers Across Chip Manufacturing (continued)
Positioning of Countries in the Semiconductor Ecosystem—2022
Semiconductor Manufacturing Ecosystem—Share by Region, 2021
Semiconductor Manufacturing Ecosystem—Share by Region, 2021 (continued)
Top Countries—R&D Spending by Companies
United States of America
US Semiconductor Industry
US Semiconductor Industry (continued)
What is the US CHIPS Act?
What is the US CHIPS Act? (continued)
US CHIPS Act—Funds Appropriation
US CHIPS Act—Funds Appropriation (continued)
Objectives of the CHIPS Act
United States—Notable Semiconductor Investments and Developments
United States—Notable Semiconductor Investments and Developments (continued)
US Competitiveness in Value Chain Processes and Future Outlook
Analyst Viewpoints and the Ideal Roadmap—United States
China
Chinese Semiconductor Industry
Chinese Semiconductor Policy
Chinese Semiconductor Policy (continued)
China’s Competitiveness in Value Chain Processes and Future Outlook
Analyst Viewpoints and the Ideal Roadmap—China
Europe
European Semiconductor Industry
European Semiconductor Policy
European Semiconductor Policy (continued)
Europe—Notable Semiconductor Investments and Developments
Europe’s Competitiveness in Value Chain Processes and Future Outlook
Analyst Viewpoints and the Ideal Roadmap—Europe
South Korea
South Korean Semiconductor Industry
South Korean Semiconductor Initiatives
South Korean Semiconductor Initiatives (continued)
South Korea—Notable Semiconductor Investments and Developments
South Korea’s Competitiveness in Value Chain Processes and Future Outlook
Analyst Viewpoints & Ideal Roadmap—South Korea
Japan
Japanese Semiconductor Industry
Japanese Semiconductor Initiatives
Japanese Semiconductor Initiatives (continued)
Japanese Semiconductor Initiatives (continued)
Japan—Notable Semiconductor Investments and Developments
Japan’s Competitiveness in Value Chain Processes and Future Outlook
Analyst Viewpoints and the Ideal Roadmap—Japan
Taiwan
Taiwan Semiconductor Industry
Taiwan Semiconductor Industry (continued)
Taiwanese Semiconductor Initiatives
Taiwan—Notable Semiconductor Investments and Developments
Taiwan’s Competitiveness in Value Chain Processes and Future Outlook
Analyst Viewpoints and the Ideal Roadmap—Taiwan
India
Indian Semiconductor Industry
Indian Electronics Ecosystem and Demand for Chips
Indian Semiconductor Policy
Indian Semiconductor Policy (continued)
India—Notable Semiconductor Investments and Developments
India’s Competitiveness in Value Chain Processes and Future Outlook
Analyst Viewpoints and the Ideal Roadmap—India
Sustainability in Semiconductors
Top 5 Trends in the Semiconductor Ecosystem for Sustainability and the Circular Economy
UN Sustainable Development Goals
The Semiconductor Climate Consortium
New York—Green CHIPS Initiative
Semiconductor Ecosystem Alignment with United Nations Sustainable Development Goals is Critical for the Path to Decarbonization
Environmental Challenge of Producing Semiconductors
Growth Opportunity Universe
Growth Opportunity 1: Digital Transformation for Efficiently Tackling Shocks
Growth Opportunity 1: Digital Transformation for Efficiently Tackling Shocks (continued)
Growth Opportunity 2: Increased Focus on Strategic Areas and Core Competencies
Growth Opportunity 2: Increased Focus on Strategic Areas and Core Competencies (continued)
Growth Opportunity 3: Aligning the Semiconductor Ecosystem with Sustainability Goals
Growth Opportunity 3: Aligning the Semiconductor Ecosystem with Sustainability Goals (continued)
Key Highlights and Expert Opinions
Race for Semiconductor Self-sufficiency—A Potential Roadblock for the Industry’s $1 Trillion Dream?
Race for Semiconductor Self-sufficiency—A Potential Roadblock for the Industry’s $1 Trillion Dream? (continued)
Key Highlights and Takeaways
Key Highlights and Takeaways (continued)
List of Exhibits
List of Exhibits (continued)
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