@BCG takes a deep dive into "How restrictions to #trade with #China could end #US leadership in #Semiconductors" It raises some good questions... bcg.com/publications/2… #GlobalTrends #TechCompetition Some takeaways...(1/8)
2/8 The impacts of the #US #China #technology conflict on the US #Semiconductor industry...#GlobalTrends #Trade
3/8 An overview of the #Innovation tree stemming from the #Semiconductor & its role in "Safeguarding national security"...#GlobalTrends #InnovationBattle #tech
4/8 Overview of current #US global leadership in #Semiconductor sphere...Could it be set to decline like the experience in communications networks equipment & other tech sectors?
#GlobalTrends #TechnologyConflict #Trade
5/8 Overview of the "virtuous #Innovation cycle that has reinforced #US market leadership" Could the #US #China #trade conflict see it unravel?
6/8 Overview of #China's moves in #Semiconductors as they seek increased decoupling from #US industry...Self-sufficiency may be someway away but alternatives to US options are already in place which potentially leaves the US industry as the loser as it loses a major market...
7/8 Overview of the #risks to #US #Semiconductor industry in full #Technology decoupling scenario...#GlobalTrends #Trade #TechConflict
8/8 How #US #China trade frictions could alter the global #Semiconductor industry to the detriment of this core area of US tech leadership & a key export good..#GlobalTrends #Trade #TechCompetition
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