н.п.

Investment and thus chip production boostering in all regions worldwide. Die Regionen grenzen sich offensichtlich auch ab. De-globalization in chipmaking ongoing imho.

On Jan 20, in a special address at the 2022 World Economic Forum (WEF) in Switzerland, President of the European Commission Ursula von der Leyen said, “There is no digital without chips." Europe has long been the world's center for semiconductor research, yet Europe's current global semiconductor market share is only 10%, an indicator of “dependency and uncertainty [that Europe] simply cannot afford," according to von der Leyen. This teed up von der Leyen's pitch to put Europe back in the tech race: a European CHIPS act to launch in early February, which aims to secure 20% of the world's microchips production in Europe by 2030.

The EU thus joins numerous global governments who have announced intensified agendas to increase economic competitiveness and supply-chain resilience in semiconductors. In a White House press release on Jan 21, The Biden-Harris Administration reaffirmed their intent to finalize the U.S. Innovation and Competition Act (USICA), which the Senate passed last June. This legislation includes full funding for the CHIPS for America Act, which will provide $52 billion USD to catalyze more private-sector investments in semiconductor manufacturing in the United States.

Electronics powerhouses in Asia too have enacted their own investments. In South Korea, President Moon announced massive support measures and the “K-Chip Belt" plan, which will connect key metropolitan areas to unite different stages of the chip industry in one comprehensive, streamlined wing. In Taiwan, public and private investments in the sector flock the island's southern region following the ongoing expansion of TSMC, the world's largest contract chipmaker. In China, the 14th Five-Year Plan includes national and local chip funds totaling 100 billion RMB (close to 14 billion Euros).