Dutch semiconductor interests in Asia

In our latest LeidenAsiaCentre report, we research the politicisation of the semiconductor industry in Asia, and how this relates to Dutch interests. This report stands out because it not only focuses on the US-China rivalry, but provides an extensive overview of the politicisation of the semiconductor industry in other Asian countries as well. How do the governments of Japan, Korea, Taiwan, India, and Singapore react to political developments affecting the chip industry?

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The report finds that the Asian semiconductor Industry has always been a theatre for politics. Historically, many governments in Asia have played a very active role in the development of the semiconductor sector in their countries and impacted the industries of other countries in the region. As such, the US-China rivalry is just the latest example of politics affecting the industry. However, the recent US Chips act has set in motion a new wave of investment plans by Asian governments.

What are the implications of these developments for the Netherlands? Even though  Dutch semiconductor companies will suffer direct revenue loss from further export restrictions, certain political developments also offer opportunities for Dutch companies. The new wave of investments by Asian and other governments to strengthen their domestic industry increases the demand for chip manufacturing equipment, which could be beneficial for Dutch companies in that part of the supply chain.

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Published On: February, 2023