Semiconductor industry will profit from tech sovereignty, ‘splinternets’

Dr Lil Read, Senior Analyst in the Thematic Intelligence team at GlobalData, a leading data and analytics company, offers her view:

“Countries such as Russia and China are heavily pursuing tech sovereignty and are on paths towards creating their own ‘splinternets’. Some nations are even embedding tech sovereignty into their national security programs. Semiconductors are the cornerstone of any nation’s tech strategy—as is the machinery and critical materials used to make the chips. Chip producers and ASML, the world’s leading EUV lithography equipment maker (and therefore the Atlas company of the entire semiconductor industry), will only benefit from increased tech sovereignty.”

David Bicknell, Principal Analyst in the Thematic Intelligence team at GlobalData, a leading data and analytics company, offers his view:

“With tech customers seeing industry doubling by the end of the decade, leading semiconductor equipment makers like ASML are having to plan way ahead to deliver the necessary capacity. That means not just thinking of 2025, but way beyond that into a late-decade timeframe. It is not just the speed of the chips that’s increasing, it is the speed and extent of the necessary planning to deliver against these capacity concerns.”

CT Bureeau