How countries and companies are reshaping their supply chains

1

Introduction

00:00 • 2min

2

The Globalization of Supply Chains

01:53 • 2min

3

The Shifts in Trade and Foreign Direct Investment

03:28 • 2min

4

The Shifts in Global Trade in Recent Years

05:42 • 2min

5

The Economic Impact of the US-China Trade Shifts

07:41 • 2min

6

The Long-Term Outlook for China Growth

09:32 • 2min

7

The Future of Supply Chains

11:25 • 2min

8

The Importance of Government Investment in Cybersecurity

13:18 • 2min

9

The Future of Energy Security in Europe

15:01 • 2min

10

The Role of China in the Green Energy Transition

16:56 • 3min

11

The Investment Implications of the US Chip Act and the US Compete Act

19:37 • 2min

12

The Future of the Semiconductor Industry

21:55 • 2min

13

The US and Europe as Key Players in This Shift in Global Supply Chains

23:45 • 2min

14

How China Is Adapting to Global Supply Chain Restructuring

26:09 • 2min

15

The Future of the US Semiconductor Industry

28:08 • 3min

16

The Constraints of a Semiconductor Factory

31:12 • 2min

17

The Constraints of the Chips Act Subsidies

32:55 • 2min

18

The Future of the Semiconductor Industry

34:28 • 2min

19

The Future of the Semiconductor Industry

36:17 • 3min