Global Semiconductor Supply Chain Enters Restructuring Cycle
In 2025, the global semiconductor supply chain is undergoing the most profound restructuring since the end of the Cold War. Geopolitical tensions, technology export controls, regionalized capacity layout, and supply chain security considerations are intertwined, driving fundamental changes in the global semiconductor industry landscape.
Geopolitics Drives Supply Chain Regionalization
US CHIPS Act, EU Chips Act, Japan semiconductor revitalization plan and other policies are being intensively introduced, with countries elevating semiconductor supply chain security to national security level. The global semiconductor industry is shifting from globalized division of labor to regionalized self-sufficiency.
Technology Blockade and Independent Innovation
US semiconductor technology export controls on China continue to escalate, covering advanced process equipment, EDA tools, AI chips and other areas. However, the technology blockade is also accelerating China semiconductor industry independent innovation process.
Future Trend Outlook
Looking ahead, the global semiconductor supply chain will present a pattern of coexistence of globalization and regionalization. Asia, as the core region of global semiconductor manufacturing, will continue to maintain its leading position in wafer manufacturing and packaging testing.
