The US-China geopolitical fault lines in high technology have become sharper than ever, and nowhere has it been more significant than semiconductors. Semiconductors are critical to advanced computing and artificial intelligence (AI) that will form the core of the next-generation industrial revolution. They also have significant implications for advanced and precision weaponry and consumer tech. The deepening of the US-China geopolitical rivalry has rendered the widely distributed global semiconductor value chain susceptible to disruption and choking. Consequently, their value as a critical tech has increased the domain’s securitisation. The incessant urge to maintain a competitive edge over the adversary has…
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