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Valuetainment

Semiconductor Chip War: America's Edge Over China

Oct 10, 2023
This podcast discusses the importance of semiconductor chips, comparing the chip-building capabilities of the United States and China. It explores the impact of the Biden administration's restrictions on China, the decline of the US market share in the semiconductor industry, and the relationship between China and the US in terms of innovation and chip manufacturing. The global semiconductor supply market share, value chain, and regional dominance are also explored.
24:21

Podcast summary created with Snipd AI

Quick takeaways

  • Shortage of semiconductor chips is causing major disruptions in the automotive industry, resulting in longer lead times and reduced production of cars.
  • China's efforts to become a leader in the semiconductor chip market are hindered by its inability to produce advanced chips, leading to a decline in its influence in the global market.

Deep dives

The Impact of Semiconductor Chip Shortage on Automotive Industry

Due to a shortage of semiconductor chips, car manufacturers have had to increase their lead time from 3 to 4 months to 10 to 12 months. As a result, 20 million cars are expected to be taken off the conveyor belt between 2021 and 2023. The shortage has also affected the production timeline of chips, with the manufacturing process taking between 10 to 20 weeks. This shortage is not just a minor issue; it has become a major challenge in the automotive industry.

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