Inside the quiet restructuring of global semiconductor supply chains: how TSMC, Samsung, and Intel's subsidy race is creating three separate technological civilisations - Silicon Canals

"The subsidy race is quietly producing a fracturing of the global supply chain into three increasingly distinct technological ecosystems, each with its own standards and rules of engagement."

"TSMC's new Arizona fabs are not a relocation; they're an insurance policy. The most advanced processes will remain in Taiwan, maintaining its chokehold on the bleeding edge."

"Samsung's major Taylor, Texas fab represents the South Korean nexus, which is developing its own technological standards and capabilities, further contributing to the fragmentation of the semiconductor industry."

Governments worldwide are investing billions in semiconductor manufacturing, with the U.S., EU, Japan, South Korea, and India committing substantial funds. This investment is not merely about enhancing supply chain resilience but is leading to the fragmentation of the global semiconductor supply chain into three distinct ecosystems. The Taiwanese semiconductor industry remains at the forefront, while South Korea and its Samsung nexus develop their own technological standards and capabilities. This shift is reshaping the global landscape of semiconductor production and innovation.

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