半导体供应链中新兴的弹性-BCG-SIA

R AJ VA RA DA RA JA N / I ACOB KOCH -W E SE R / CH RI S RI CH A RD / JOSE P H FI TZ GE RA L D / EMERGING RESILIENCE IN THE SEMICONDUCTOR SUPPLY CHAINMAY 2024JASK A RA N SI N GH / MA RY TH ORN TON / ROBE RT CASA N OVA / DAV I D I SA ACSAbout Boston Consulting Group (BCG)Boston Consulting Group (BCG) is a leading global management consulting firm, with offices in over 50 countries. BCG partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we help clients with total transformation—inspiring complex change, enabling organizations to grow, building competitive advantage, and driving bottom-line impact.About the Semiconductor Industry Association (SIA)The Semiconductor Industry Association (SIA) is the voice of the semiconductor industry in the US, one of America’s top export industries and a key driver of America’s economic strength, national security, and global competitiveness. The semiconductor industry directly employs more than 300,000 workers in the United States, and US semiconductor company sales totaled $264 billion in 2023. SIA represents 99 percent of the US semiconductor industry by revenue and nearly two-thirds of non-US chip firms. Through this coalition, SIA seeks to strengthen leadership of semiconductor manufacturing, design, and research by working with Congress, the Administration, and key industry stakeholders around the world to encourage policies that fuel innovation, propel business, and drive international competition. About the AuthorsRaj Varadarajan is a Senior Partner Emeritus of Boston Consulting Group. He has authored several reports on the semiconductor industry at BCG and in collaboration with the SIA. You may contact him as the corresponding author by email at Varadarajan.Raj@bcg-emeritus.com. Iacob Koch-Weser is an Associate Director for Global Trade and Investment in the Boston office of Boston Consulting Group. You may contact him by email at koch-weser.iacob@bcg.com.Chris Richard is a Partner and Managing Director in the Denver office of Boston Consulting Group and is a core member of its Technology, Media & Telecommunications practice. You may contact him by email at richard.christopher@bcg.com.Joseph Fitzgerald is a Partner and Managing Director in the San Francisco office of Boston Consulting Group and is a core member of its Technology, Media & Telecommunications practice. You may contact him by email at fitzgerald.joseph@bcg.com.Jaskaran Singh is an Associate in the Dallas office of Boston Consulting Group. You may contact him by email at singh.jaskaran@bcg.com.Mary Thornton is the Vice President of Global Policy at the Semiconductor Industry Association. You may contact her at mthornton@semiconductors.org.Robert Casanova is the Director of Industry Statistics and Economic Policy at the Semiconductor Industry Association. You may contact him at r