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The report pointed out that the combination of a series of factors such as the recovery of demand in automotive and other market segments earlier than expected, epidemic-driven demand, insufficient investment in foundry capacity, insufficient inventory, double orders, and natural disasters has led to a shortage of semiconductors, prompting many The country launched a large-scale investment race to ensure supply.

Strategy Analytics analysts said that semiconductor shortages have pushed countries and regions including the United States, China, Europe, South Korea and Taiwan to provide government incentives and direct investment in semiconductor manufacturing. Semiconductors play a key role in the manufacturing and delivery of consumer electronics, communications, aerospace and defense systems, automobiles, financial services, and almost all products. It is in the interests of countries and regions to cultivate their own semiconductor ecosystem to ensure that supplies are not affected by unexpected trade interruptions.

Analysts believe that although it is important to solve the problem of regional diversity in the semiconductor manufacturing industry, countries must rationalize their investment to meet the needs of the domestic semiconductor industry. In general, countries need to start from the perspective of cost-effectiveness and realistic results, rather than for unrealistic goals, so as to find out how to best target government investment and incentives in semiconductors.