The Chip War’s Side Effect: Why Mature-Node Orders Are Shifting Toward China

The U.S.-China chip war is reshaping the global semiconductor supply chain. While export controls target advanced AI chips, leading-edge process technology and critical manufacturing equipment, China is accelerating expansion in mature-node semiconductors, automotive chips, power devices and localized supply chains. Japan’s semiconductor industry still has deep strengths in materials, silicon wafers and equipment, but it now faces new pressure from China’s lower-cost capacity, faster supply response and rising demand from electric vehicles, industrial electronics and consumer hardware. This video explains how mature nodes, 28nm-and-above processes, automotive semiconductors, wafer localization and Japan’s chip industry fit into the next phase of global semiconductor competition.



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Видео The Chip War’s Side Effect: Why Mature-Node Orders Are Shifting Toward China канала Panda Economic Insight