Investor Presentaiton
The world needs
more balanced and resilient supply chains
% Total Semi Manufacturing Capacity
100%
Others
7%
90%
19%
Japan
15%
80%
70%
60%
50%
44%
Taiwan
S. Korea
21% 77%
of global
capacity in
2020
22%
40%
Europe
30%
China
15%
Our
"Moonshot"
"These chips are a wonder of innovation
and design that power so much of our
country and enable so much of our
modern lives to go on...........We need to
make sure these supply chains are secure
and reliable"
-Joe Biden,
President of the United States
Asia
50%
Europe
20%
"It is not an exaggeration to say at the
moment that we have a crisis in our supply
chain... [it's] a national security risk and an
economic security risk."
-Gina Raimondo,
US Commerce Secretary,
on CHIPS Act for America
20%
10% 37%
0%
US
9%
United States
30%
12%
1990
1995
2000
2005
2010
2015
2020
Source: BCG Report "Government Incentives and US competitiveness I semiconductor Manufacturing", Sept 2020
"The aim is to jointly create a state-of-the-
art European chip ecosystem, including
production. That ensures our security of
supply and will develop new markets for
ground-breaking European tech."
-Ursula von der Leyen,
EU President, on the EU Chips ActView entire presentation