Les puces sont le nouveau pétrole avec la géopolitique: PDG d'Intel

Intel CEO Pat Gelsinger, in an interview with CNN at WEF Davos, stated that semiconductor chip supply chains will have a greater influence on geopolitics than oil supply-chains over the next 50 years. Modern civilization is increasingly digitized, and most modern conveniences are “chipped” and connected in some form, which would put the chip-producing nations, or entities producing/supplying the chips at a distinct geopolitical advantage, similar to the oil-producing ones today. The location of “oil reserves [a] defined geopolitics for the last five decades,” Gelsinger said; “where the technology supply chains are, and where semiconductors are built, is more important for the next 5 decades,” il ajouta.

We caught a taste of exactly what he meant when global semiconductor supply chains buckled around 2020-onward, hitting a multitude of other industries, including automobiles, construction, remote-work, électronique grand public, et beaucoup plus. Unlike oil, which is a geographically constrained being a natural resource, chips can be manufactured almost anywhere, dictated only by geopolitical, trade, and IP barriers. Gelsinger calls for a much wider geographic spread of chip-production, so the supply-chains get resilient to disruptions due to unforeseen events. “We need this geographically balanced, resilient supply chain,” dit-il. Gelsinger is at the forefront of advocating semiconductor manufacturing on U.S. soil to not only meet local demand, but also contribute to global supply-chain resilience. The CHIPS Act passed by U.S. Congress in 2022 will oversee more than $200 billion in public investments on semiconductor manufacturing and tech-research in the U.S.