BENGALURU: The U.S.-China geopolitical fault lines in high technology have become sharper than ever and nowhere has it been more significant than in the domain of semiconductors. Semiconductors are critical to advanced computing and artificial intelligence (AI) that will form the core of the next-generation industrial revolution. They also have significant implications for advanced and precision weaponry in addition to consumer tech.
The deepening of U.S.-China geopolitical rivalry has rendered the widely distributed global semiconductor value chain susceptible to disruption and choking. Consequently, their value as a critical tech has led to an increased securitisation of the domain. The incessant urge to maintain a competitive edge over the adversary has led to efforts towards creating a closed tech ecosystem through attaining ‘self-sufficiency’ and ‘technology access control’, particularly by the U.S. and, to an extent, China....Read More