Impact and Challenge on Semiconductor Industry under Trade Conflict between U.S. and China
Global semiconductor equipment market is still dominated by U.S., Japanese, and European brands with their proprietary processes and technologies and has relatively high barriers to enter. Pressured by U.S. semiconductor export controls, the Chinese semiconductor industry will be significantly affected. This report provides an overview of timeline of the trade conflict between the U.S. and China since 2018, analyzes the impact on semiconductor industry in China, the U.S. and Taiwan, outlines China’s possible countermeasures against the conflict, and examines possible opportunities if the conflict continues.
Background of U.S. and China Trade Conflict
Impact on China's Semiconductor Industry
Impact on U.S. and Taiwan's Industries
China's Possible Countermeasures against the China-U.S. Conflict
Key Industrial Challenges and Opportunities
Impact on China's Semiconductor Industry
Impact on U.S. and Taiwan's Industries
China's Possible Countermeasures against the China-U.S. Conflict
Key Industrial Challenges and Opportunities