Anna Matilde Bassoli and Savannah Taylor
As US-China competition grows, emerging military technologies could shift the balance of power. Underlining this rivalry are semiconductors, without which neither side can truly master modern warfare. Whoever secures the most resilient supply chain will prevail in this race to become the next superpower.
The global semiconductor industry is geographically concentrated in East Asia, with Taiwan, South Korea, and Japan leading in manufacturing, although the United States and the EU also hold significant stakes. Amid China’s continuous pressure on Taiwan and a trade war that is reshaping the industry, the United States is pushing to boost domestic production and kick the ladder out from under China. Yet these efforts actually risk boosting China’s standing instead of damaging it.
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