Supply Chain Localization in the Semiconductor Industry

The semiconductor industry is currently witnessing a significant localization wave, with a growing trend of wafer foundries relocating their production capacity closer to chip designers. This shift is primarily driven by factors such as the US-China trade war, geopolitical considerations, the impact of Covid-19, the Russia-Ukraine conflict, and the increasing importance of environmental awareness. By localizing semiconductor supply chains, companies can effectively address these challenges while also improving their competitive edge and ensuring long-term sustainability in the face of political and war risks.