The resilience and capacity of the global semiconductor supply chain is under scrutiny as major disruptions to key industries worldwide continue to be observed from the ripple effects of the pandemic, 地缘政治紧张局势, 气候变化.

在现代生活的方方面面,半导体无处不在. 找到合适的产品将是一个挑战, PG电子游戏, or process that does not leverage a semiconductor chip somewhere within its value chain; from design systems to assembly lines, 运输, 销售点, 或者一个设备或产品本身, 半导体是我们日常生活中根深蒂固的一部分.

这并不奇怪, that when the pandemic hit and the demand for electronics skyrocketed while simultaneously causing widescale disruptions to the semiconductor supply chain, 其影响波及全球重要行业. 这不可避免地促使领导人采取行动. 在北美,解决方案变得清晰起来:近岸半导体制造. 美国和加拿大都通过声明表明了他们的意图 芯片与科学法案,并释放 2050年路线图:加拿大半导体行动计划这两个国家都希望快速发展本国的半导体产业.

美国凭借强大的设计能力和蓬勃发展的制造业正在蓬勃发展

The US is home to some of the world’s largest semiconductor players including Intel and Texas Instruments, with a strong presence in the upstream value chain including in electronic design automation (EDA), 核心知识产权, 以及芯片设计. 差距——以及由此带来的机会——仍然存在于制造业, 因为制造业在很大程度上外包给了台湾东部国家, 韩国, 和日本. US policymakers are increasingly interested in closing the gap by attracting semiconductor investments for both production and innovation, 并有, 通过 芯片与科学法案 拨款2780亿美元用于科学研究、开发和示范&D), direct manufacturing incentives, and investment tax credits to strengthen the domestic industry.

近年来, there have been major greenfield investments and facility expansions in both front-end and back-end manufacturing, 预示着新一波商业机会的到来. This is reflected in the number of investments channeled into the sector; over USD 210 billion since 2020 has been committed to US-based semiconductor projects, 包括在全国范围内建设或扩建晶圆厂. Within this cohort of projects are a long tail of smaller investments that present optimal market footholds for Swedish firms.  

加拿大正在崛起,为明天和今天设计半导体

加拿大杰出的R&D infrastructure and talent network has long produced industry leading semiconductor companies, 其中许多后来被全球巨头收购并扩大规模, 值得注意的是, 北电网络, Teledyne Dalsa, Gennum公司和最近的公司, 氮化镓系统.

被国家在人工智能领域的尖端技术创新所吸引, 量子计算, 传感器, 和光子学, 新一波半导体初创企业和投资正在涌入加拿大, 驾驶R&未来在电动汽车和自动驾驶汽车等领域的应用. 加拿大现有的优势主要在于设计, 在先进的包装和特殊制造方面的专业知识. 的各项目标中 2050年路线图, 加拿大 outlines an intention to develop and scale innovations that disrupt the traditional fabrication processes, 降低成本,提高整个制造业价值链的可持续性.

NORTH AMERICA’S RENEWED INVESTMENTS IN SEMICONDUCTORS AN OPPORTUNITY FOR SWEDISH COMPANIES

作为邻居和贸易伙伴, 加拿大 and the US are collaborating to strengthen the North American semiconductor supply chain. 这两个国家最近发展了 加美供应链工作组 并有 invested in several joint initiatives including the IBM cross-border semiconductor packaging corridor.

Both nations have indicated that international investment into the North American semiconductor value chain, 除了国内活动的规模, 是否优先考虑促进持续增长.

对整个价值链的PG电子官方免费下载公司, the semiconductor market in North America is ripe with opportunities for collaboration and any strategy should consider how to:

  1. 利用强R&D、设计能力 在北美有代表, through collaboration with domestic public or private sector actors that are pioneering innovations within the semiconductor industry and offering incentives to interested parties. 利用现有的设计专业知识, IP, 以及前沿研究领域, Swedish firms can benefit from collaboration with research institutions and private organisations, 分享知识, and advancing the development of the latest chip technology and specialised fab processes together.

  2. 填补目前制造业的空白 在北美半导体市场, exploring opportunities to invest in the construction or expansion of semiconductor fabs. Swedish firms can take advantage of favourable investment conditions and manufacturing landscape in North America, capitalising on the growing momentum in large-scale semiconductor manufacturing in the US and market specialised fabrication in 加拿大.

大规模的投资,充满活力和创新的R&D方法, 对国际合作持开放态度, 现在是探索北美半导体产业的时候了.

我们的行业领先在美国和加拿大可以提供量身定制, expert support to help your company identify and collaborate with local partners and actors across the entire semiconductor value chain.

立即PG电子游戏 在北美世界领先的半导体中心开始您的成长之旅.