Places such as Taiwan dominate the chips because it is estimated to manufacture “high -quality”, which is a spirit that does not exist in North America “

The logical basis was simple: since the chips are now an essential part of every modern electronic device, the increase in the ability of the local chips industry will lead to a more stable supply chain. As the demand for artificial intelligence expanded on high -end chips, governments have doubled their efforts to build their domestic manufacturing.

But not all the ecosystem for the manufacture of chips is sophisticated enough to make high -end processors that operate many artificial intelligence applications.

“People miss the cultural aspect of this,” Nigel Ton, CEO and head of the UK’s semiconductor.

“Why are they the most advanced conductors in Korea, in Taiwan, in Japan?” He asked. “These environments are places where high -quality manufacturing is truly estimated. There is a spirit around them that are not present in North America,” he said.

South Korea and Taiwan did not start as semiconductor powers. Toon attributes to the transition to the main parts of the semiconductor industry in the 1990s, which creates an opportunity for companies to specialize in the main parts of the ecosystem of the chips. For example, ASML does the tools that TSMC use to make chips designed with Apple.

Although governments are now focusing on building the ability to manufacture their semiconductors, Ton said that there should be a system “where people can say” I have this critical piece “, while allowing different economies to work together.

Abe, Vice President and ARM, ARM, has agreed that the increasing importance of semi -conductors compels to rethink investments. He said: “The entitlement to the industry (and) the price of artificial intelligence forces everyone to think differently about controlling data and building your infrastructure.” “The semiconductor and AI transition from the back to the lead center.”

Reshaving SIM

Governments all over the world have pledged billions of dollars in support to attract high -end chips. TSMC, for example, is now planning to build or expand new factories in Germany, Japan and the United States

TSMC pledged earlier this year to increase its investments at the Arizona factory by $ 100 billion. US President Donald Trump claimed that the move was taken to avoid the threat of definitions.

But the smaller countries are also considering ways to expand their presence in the supply chain of chips. Malaysia, long center for filling chips and assembly, is Seek to move Value chain through support for new chips design and data center projects.

In March Declare Her arm paid $ 250 million over the next decade of seven of the company’s high chips. ARM develops and licenses the instruction groups that partners use to make chips that are often found in devices such as smartphones and servers.