Moderated by Danilo Elia
The United States and China are competing for dominance in global supply chains. The Middle Kingdom leads in the processing of rare earths and aspires to achieve technological self-sufficiency. Yet, in the semiconductor field, it still relies on the knowledge of the star-spangled superpower and South Korea. A key juncture in this competition is Taiwan, which represents 50% of the global microchip market and is geopolitically positioned between the two leading powers in the world.
Italy is also involved in this competition: our manufacturing sector is closely tied to Germany's, while Italian technological expertise is sought after by China. Hence, there is a need to analyze the geopolitical consequences of U.S.-China rivalries, the risk of "decoupling" between the two powers' supply chains, and the implications for Europe and our country.