The geopolitics of semiconductors
Our experts discuss the pivotal role of semiconductors in today's technology landscape and the challenges arising from geopolitical tensions.
In the latest Talking Heads feature, we spoke with Jeremie Bouchaud and Phil Amsrud, experts in E/E and Semiconductors at S&P Global Mobility. The focus of this discussion is on the pivotal role of semiconductors in today's technology landscape and the challenges arising from geopolitical tensions. We also consider how Mainland China has responded to export bans, leading to disruptions in the global automotive semiconductor supply chain.
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