理特咨询2024全球半导体价值链本地化研究报告英文版24页

LOCALIZING THE GLOBAL SEMICONDUCTOR VALUE CHAINStrategizing for growth while building resilience in the rapidly evolving industry2024CONTENTEXECUTIVE SUMMARY 31. EMPOWERING ICT: THE CRUCIAL ROLE OF SEMICONDUCTORS 42. DECODING TODAY’S SEMICONDUCTOR VALUE CHAIN 63. TURBULENCE IN SEMICONDUCTOR INDUSTRY: RECENT EVENTS 104. ECONOMIC COUNTERMEASURES FOR SEMICONDUCTOR SUPPLY CHAIN SHOCKS 145. SCALING UP THE SEMICONDUCTOR TECHNOLOGY INDUSTRY VALUE CHAIN 18CONCLUSION 20SHINICHI AKAYAMAPartner, Telecommunications, Information Technology, Media & Electronics (TIME) Practice, JapanDANIEL CHOWPrincipal, Innovation Practice, Southeast AsiaSUBRAT GUPTAManager, TIME Practice, Southeast AsiaWe would like to acknowledge all those who contributed in the review of this Report, especially: Dr. Klaus Schmitz, Yuma Ito, Abhishek Srivastava, and Javier Soong.2Semiconductors are the bedrock of modern information and communications technologies (ICT). Within a highly globalized yet specialized semiconducto