Semiconductor Catch-Up Strategy
Design a realistic strategy for a country trying to move from import dependence to meaningful participation in the semiconductor value chain. What stages should it prioritize first: design, assembly, packaging, equipment, materials, or advanced fabrication? When should governments support technology transfer, and when do subsidies risk creating dependency or deadweight spending? Compare the economics of chip manufacturing with other strategic industries and explain how talent, power reliability, logistics, and supplier ecosystems change the feasibility of success.
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