The rapid evolution of the AI chip market is becoming a pivotal factor in global geopolitics. These shifts necessitate a comprehensive analysis of its trajectory and implications. The interplay between technological advancements and geopolitical dynamics, particularly between the US and China, shapes the global supply chain and technological sovereignty. Additionally, efforts to mitigate supply chain vulnerabilities are driving the establishment of semiconductor manufacturing facilities in the West.
Key Judgement 1. It is highly likely the AI chip manufacturing market will experience rapid growth and specialisation, driven by escalating demands across diverse sectors.
Key Judgement 2. US-China geopolitical dynamics will likely substantially shape the global AI chip manufacturing landscape, influencing supply chains and technological sovereignty.
Key Judgement 3. Global efforts to mitigate supply chain vulnerabilities will highly likely accelerate the establishment of new semiconductor manufacturing facilities in the West, particularly in the US and EU.
