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Semiconductor CEOs Embrace New Geopolitical 'Normal'

Mixed responses during an industry forum to the impact of growing technology competition with China.
CEO Roundtable at Electronica
From left: Jean-Marc Chery, STMicroelectronics CEO; Jochen Hanebeck, CEO of Infineon' Gregg Lowe, head of WolfSpeed; Kurt Sievers, CEO at NXP Semiconductors during CEO Roundtable at Electronica.

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By Bolaji Ojo

What’s at stake:
Western chipmakers see some justifications and benefits arising from U.S. restrictions on technology exports to China. Cutting off access to advanced manufacturing equipment, they said, would limit China’s ability to innovate in areas such as new chip materials.

Western semiconductor executives may worry over the decoupling of the global economy as a result of geopolitical tensions between U.S.-allied nations and China, but they are not averse to benefiting from the imbroglio.

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