Semiconductor Value Chain: Structure and Prospects for the New Global Scenario

External factors are causing disruptions in the supply chain of semiconductors at the global level, thus jeopardizing the competitiveness of technology-intensive sectors. In response to this, companies are analyzing the benefits of relocating their strategic connections, while governments are announcing incentive mechanisms to attract investment. The semiconductor supply chain involves a wide array of segments that demand different levels of availability and investment in capital, ID (spell it out) and talent. Mexico has increased opportunities to better insert itself into the global semiconductor value chain. This document presents an in-depth description of the global semiconductor value chain, the supply problems it faces and the policy responses of the countries in the chain, with the objective of generating a better understanding and providing context for the development of opportunities for Mexican companies within the supply chain.