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CNBC website reported that the U.S. implementation of chip-related export controls on mainland China may prompt companies to move some chip production capacity to neighboring Vietnam and India, but is unlikely to disrupt the state of the global chip hegemony map.
KPMG partner in Singapore Kuijpers said the firm's clients in Southeast Asia to expand the number of chip production capacity than before the epidemic jumped 30% to 40%, companies see the benefits of decentralizing the supply chain, rather than relying on a single base ...... geopolitical developments in the near future is expected to accelerate these strategies.
With The U.S. Implementing Semiconductor-Related Export Restrictions On The Mainland In October, The Latest In A Series Of Shocks To The $600 Billion Global Semiconductor Industry.
In Recent Years, Once By Mainland China In The Manufacture Of Chips With Competitive Chip Industry To The Mainland, Now Must Deal With Increased Costs On The Mainland, The Supply Chain Disruptions Caused By The Epidemic Sealing Control Facilities, As Well As Rising Geopolitical Risks. These Mainland-Focused Chip Makers Now Have New Incentives To Replicate These Production Lines Elsewhere.