Good morning, Given the inherent and increasing importance and complexity of global semiconductor supply chains, I would like to share a recent report produced by the US think tank, Center for Strategic and International Studies (CSIS), titled “Securing Semiconductor Supply Chains, An Affirmative Agenda for International Cooperation”.
The Report covers the following key areas:
The Global Semiconductor Value Chain including an explanation of the three main stages: R&D (chip design), fabrication (chip production), and advanced testing and packaging (back-end manufacturing); business models with key players and industry segments, market sizes, and global trade flows.
Semiconductor Policy in the United States including investment screening, export controls, and trade initiatives
Semiconductor Policy in EU Member states including evaluation of EU member states best positioned for increased semiconductor collaboration with the US.
Quad Cooperation (Australia, Japan, India) including evaluation on R&D capacity, fab capacity, and a high-level analysis of benefits and risks of each member state.
As many readers will know, short-term supply chain disruptions for the semiconductor industry are compounded by long-term geopolitical challenges.
Archer continues to monitor various government and private sector management of the global value chain of semiconductor chips, being one of a few companies with granted patents protecting quantum computing chip technology and one with a unique global competitive advantage.
Dr Mohammad Choucair, FRACI FRSN GAICD
Chief Executive Officer
Archer Materials Limited (ASX:AXE)
Designed by Aaron Knight.