China and the US reshaping their semiconductor supply chains present both challenges and opportunities for India: Chris Miller

China and the US reshaping their semiconductor supply chains present both challenges and opportunities for India: Chris Miller

The semiconductor chip war escalates amid global tensions, with the US and China leading the race. Taiwan and South Korea produce most advanced chips, with TSMC dominating. National security concerns prompt the US to boost domestic chip production. India faces both challenges and opportunities in the changing semiconductor supply chain landscape. Meanwhile, the global race for AI chips intensifies, with India's standing uncertain.

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FAQ: China and the US Reshaping Semiconductor Supply Chains - Forbes India

Frequently Asked Questions

1. What is the impact of China and the US reshaping their semiconductor supply chains on India?

The recalibration of semiconductor supply chains due to the economic decoupling between China and the United States presents both challenges and opportunities for India, as highlighted by Chris Miller. For instance, India might face challenges in terms of attracting global semiconductor investments and adapting to the shifting supply chains. On the other hand, India could potentially emerge as an attractive alternative for semiconductor manufacturing, bolstering its role in the global value chains.

2. Who is Chris Miller and why is his perspective on semiconductors important?

Chris Miller is the author of the book "Chip War: The Fight for the World's Most Critical Technology" and is recognized as a leading voice in the discourse on the global semiconductor competition. His insights are vital due to his expertise and detailed analysis of the semiconductor industry and its geopolitical implications.

3. What are the opportunities for India in the semiconductor industry as supply chains shift?

One opportunity for India is to establish itself as a geopolitical alternative to China for semiconductor manufacturing, which could be particularly enticing amid the China-Taiwan tensions. With the right investments and policy support, India can assert a more significant role in the global semiconductor value chains and potentially benefit from the industry’s growth.

4. What are the challenges India faces in the global semiconductor landscape?

Challenges India faces include tough competition from established semiconductor producing countries and the need to improve its infrastructure, supply chain readiness, and investment attractiveness to actually capitalize on the shifting supply chains.

5. How has the global tech battle affected the semiconductor industry?

The global tech battle, especially the ongoing conflict between the US and China, has strained the supply chain for semiconductors. As a result, countries are examining ways to secure their supply chains and reduce dependency on foreign manufacturers, which includes reshoring practices and the search for alternative sites for production.

For the most recent and detailed insights on the subject, Chris Miller's conversation with Forbes India would be a primary source to consult: China And The US Reshaping Their Semiconductor Supply Chains.