A teoria microeconômica da concorrência e o mercado global de semicondutores

Abstract

Semiconductors are a uniquely important enabling technology. Fundamental to nearly all modern industrial and national security activities, semiconductors are also essential building blocks for other emerging technologies such as artificial intelligence, autonomous systems, 5G communications, and quantum computing. This study aimed to analyze the microeconomic functioning of the semiconductor market, explaining why it tends to be monopolized by TSMC. Additionally, the study aims to showcase the global semiconductor supply chain, considering the strategic relevance of these products for defense and national security. It is concluded that competition among the United States, Taiwan, South Korea, Japan, Europe, and China prompts other companies to invest in the semiconductor value chain. Geopolitical and economic crises pose obstacles to industry development and represent risks for new production investments due to global uncertainties.