The New Age of Chips: Analyzing Semiconductor Geopolitics and Tech Decoupling

Deep dive into the reshaping of the global semiconductor supply chain driven by geopolitics. Analysis of the US CHIPS Act, India's role, and the futur
The New Age of Chips: Analyzing Semiconductor Geopolitics and Tech Decoupling
Semiconductors are the most critical strategic commodity in the global economy today. The New Age of Chips: Analyzing Semiconductor Geopolitics and the Great Tech Decoupling 💡 Introduction: The New Global Oil In the 21st century, if data is the new oil, then semiconductors are the essential refinery and engine that processes and utilizes that fuel. These tiny, complex chips—powering everything from smartphones and supercomputers to military jets and advanced AI systems—have evolved from mere components into the single most critical strategic commodity in the global economy and geopolitical landscape. For decades, the semiconductor supply chain operated under an optimized, hyper-efficient model of extreme globalization: design in the United States, advanced manufacturing (fabrication or "fabs") primarily in Taiwan and South Korea, and assembly/testing often spread across Southeast Asia. This model prioritized cost and speed, leading t…

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