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As one of the most important superpowers in the world, the United States possesses
a broad and multifaceted geopolitical strategy. In this array of zero-sum games, the
actions and policies of American geopolitics are driven by its national interests, security
concerns, economic priorities, and values. It affects many levels of relationships,
including economic competition, strategic interests, technological competition,
ideological differences, military postures, diplomatic conflicts, and global leadership.
Undoubtedly, the relationship between the US and China is one of the most
significant bilateral relationships in today’s world. The aspect of technological
competition has a profound impact on the development of China’s semiconductor
industry. Especially after 2023, as tensions between China and the US escalated,
technology restrictions, sanctions and blacklisting, supply chain disruptions, market
access limitations, investment restrictions, talent acquisition and collaboration,
intellectual property rights (IP) issues, among others, are some of the main challenges
facing China’s semiconductor industry.
This study, with the background of China’s semiconductor industry and focusing
on Company R, examines through secondary data analysis and interviews with industry
professionals, the impact of the spillover effects of geopolitics on the company’s
profitability, supply chain layout, market expansion, and talent management. It further
outlines the necessary adjustments and planning for developing future internal
strategies and external business models in response.
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