US tariffs spawn new global chip supply-chain model

Speaker: Assoc Prof Eduardo Araral 10 Jun 2025

The slew of US tariffs is posing an existential threat to global value chains, and this is especially apparent in the semiconductor sector. Associate Professor Eduardo Araral from the Lee Kuan Yew School of Public Policy shares his insights on how the semiconductor value chain is not collapsing, but is being strategically reshaped into a new form that reflects a new, more politically-conscious model of globalization which values not only economic efficiency, but also resilience, trust and technological sovereignty.

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