How trade tensions are reshaping the global semiconductor landscape

Global trade tensions are fundamentally transforming the semiconductor industry, shifting from a highly integrated global supply chain to fragmented regional ecosystems. As the market heads toward $1 trillion by 2028, companies and countries are racing to secure their positions in this new competitive landscape.

Omdia's Global Semiconductor Trade Tensions Playbook provides expert analysis on this critical transformation. Download the playbook to explore:

• How tariffs are creating price shockwaves through the supply chain, with increases of 5-15% on AI chips and advanced components.
• The strategic battle for critical materials as China restricts exports of gallium and germanium, driving costs up 30-50%.
• Regional realignment strategies across the US, China, Europe, Japan, and India as manufacturing becomes a strategic asset.
• Corporate adaptation through dual-shoring models, strategic relocations, and increased automation.
• The impact on AI chip development and how the competitive landscape is evolving with non-traditional players entering the field.