Understanding and valuing investments in the semiconductor industry has become more complicated as the sector has found itself at the centre of a geopolitical battleground. The US and China are both seeking to develop advanced chip manufacturing capabilities at home, backed by significant government funding. Any amount of decoupling in the semiconductor industry could have complicated and far-reaching implications. This report reviews studies that use news, academic and investment deals data to understand the outlook.

LITERATURE

We discuss the 2023 paper titled…