FARSIGHT Silicon Futures
Aug 12, 2025
Delve into the intricate world of semiconductors, a key driver of global stability. Chris Miller shares insights on Europe's pivotal role in the future of chip manufacturing amidst rising geopolitical tensions. Discover how shortages are reshaping strategies among powerhouses like the U.S., Taiwan, and China. The discussion highlights not only the competition but also the unique challenges Europe faces in this crucial industry.
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Chips Are Strategic Infrastructure
- Microchips became as vital to global stability and progress as oil during the late 20th century.
- Their geopolitical importance arises from complex manufacturing and fragile supply chains.
2021 Chip Chokes Story
- Chris Miller recounts the 2021 chip chokes from sanctions and pandemic-driven demand spikes.
- The shortages disrupted automakers, data centres, and global manufacturers and prompted policy responses.
U.S. Chips Act Reaction
- The U.S. responded with the Chips and Science Act, allocating $52.7 billion to onshore semiconductor production.
- This policy aimed to reduce vulnerability after the 2021 shortages intensified technological competition.
