Trump 2.0 And The Semiconductor Supply Chain

Dec. 05, 2024 5:25 AM ET, , , , , , , , , 1 Comment
Neuberger Berman
3.17K Followers

Summary

  • We think additional U.S. tariffs on Chinese electronic components could lead to more "friend-shoring" in favor of Malaysia, India and Thailand.
  • Historically reliant on Western equipment suppliers, TSMC has been shifting its supply chain strategically towards Asian vendors to meet next-generation technology demands.
  • In Southeast Asia, the friend-shoring movement is also gathering steam with the rise of semiconductor and electronic manufacturing services hubs.

Electronic circuit board , Setup IC Supply chain

nasakid

By Yan Taw (YT) Boon

Donald Trump’s re-election could accelerate efforts to localize semiconductor production and spark more “friend-shoring” across Southeast Asia.

Could Donald Trump's re-election as U.S. president disrupt Asia’s semiconductor industry?

Contrary to some tech investors, we

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