The semiconductor industry didn't become what it is overnight—it took decades of careful development rooted in a globalized supply chain framework. Today's chip ecosystem spans multiple continents, with each region playing a critical role in the production pipeline.



But recent policy shifts are creating friction. Some policymakers seem intent on reversing decades of cross-border integration, pushing for protectionist measures that could fragment the industry. This approach risks undermining the very infrastructure that makes modern computing possible.

The reality is stark: the chipmaking sector thrives on interconnected networks, open markets, and collaborative innovation. Retreating from globalization doesn't strengthen domestic capacity—it destabilizes the entire foundation. A fragmented supply chain means higher costs, slower innovation, and worse outcomes for everyone.

If the goal is genuine industrial strength, the answer isn't isolation. It's smarter engagement within the existing framework.
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FOMOrektGuyvip
· 16h ago
The NGL chip industry has been globalized and divided for decades to reach today's state. Now they insist on protectionism? The polite way to say it is "independent and controllable," but the harsh truth is self-castration... It's not worth the effort; better to focus on securing upstream positions in the supply chain.
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SchroedingerMinervip
· 12-27 20:28
ngl, this kind of protectionism really is shooting oneself in the foot. The chip industry is so complex; there's no way it can be sustained by just one country.
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BearMarketSurvivorvip
· 12-27 20:28
In the chip industry, engaging in protectionism is like shooting oneself in the foot. I really don't understand what some politicians are thinking... Although the globalized system has its issues, cutting it all off at once? Costs will skyrocket, innovation will stall, and in the end, consumers will bear the brunt.
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BoredRiceBallvip
· 12-27 20:27
To be honest, this wave of protectionism really is shooting itself in the foot... The chip industry has been operating this system for decades, and now they insist on dismantling it. In the end, consumers will be the ones to suffer.
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AlwaysQuestioningvip
· 12-27 20:20
The complexity of the chip industry really can't be solved by building walls...
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DeFiAlchemistvip
· 12-27 20:17
ngl the chip supply chain is literally like an amm's liquidity pool—fragment it and your slippage goes infinite. protectionism = liquidation cascade fr
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degenwhisperervip
· 12-27 20:03
NGL, the global division of labor in the chip industry has really become a lose-lose situation. When the chips become insanely expensive, no one can afford them.
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