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Semi-conductors: A Market in the Grip of Major Upheavals
Chips are not only key components in the manufacture of today’s industrial goods, they are also essential to the development of future technologies.
Decades of global industrial development and investment flows have made the semiconductor industry highly interdependent between countries in various production segments. Since 2019, the Covid-19 pandemic, geopolitical changes, new laws and regulations, export controls have severely disrupted supply chains and impacted the chip industry. More than ever, accurate information and in-depth analysis are key to maintaining and developing your business.
The European Semiconductor Observatory offers
We are a consulting firm based in Paris, France. We provide economic, industrial and financial information and research on companies, products and sectors related to a business activity through a team of collaborators in Europe and Asia. We gather information from open sources (OSINT) and, if necessary, from human sources (HUMINT).
Detailed services
- Gathering of economic and industrial intelligence
- Analyzing corporate strategy
- Monitoring the activity of competitors
- Establishing an information watch on key semiconductor industry players,
- Gathering information/analyzing the geopolitical situation, local politics, reliability of coming partners, reputation, background of executives.
- Field studies for information gathering, including site visits and meetings with key players in Asia, Europe and the US.
- Reports on national technology policy
- Reports on export control policies (USA, China)
- Notes on the Chinese government's policy on the chip sector
- Notes on the US government's policy on the chip sector
- Notes on European Union chip and technology policy
- Accompanying delegations to China
- US-China relations and their development
- Chinese chip sector policy
- Impact of technology competition between the United-States and China
- Bilateral negociations (culture, understanding) between Chinese and Western companies
Delivery
We provide deliverables, notes, reports in English and French.
We are available for one-hour expert interview on specific questions (24 hours in advance). You can email () and web conferencing details will follow confirmation.
We can also provide a security seminar on East Asia with scenario (half a day).
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