半導体戦争世界最重要テクノロジーをめぐる国家間の攻防
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半導体戦争世界最重要テクノロジーをめぐる国家間の攻防
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井上 智博
About this listen
★★★売れ続けて3万部突破!!★★★
★★★2023/3/23テレビ東京「ワールドビジネスサテライト」に著者出演！★★★
☆☆☆フィナンシャル・タイムズビジネスブック・オブ・ザ・イヤー2022受賞の超話題作、ついに日本上陸！☆☆☆
☆☆☆「ミッション：インポッシブル並のノンフィクション・スリラーだ」NYタイムズ、エコノミスト等各メディア絶賛！☆☆☆
半導体は石油を超える「戦略的資源」だった――
気鋭の経済史家が鮮やかに解き明かす、いびつな業界構造と米中対立の新側面
半導体不足の主な原因は、半導体サプライ・チェーンの問題にあるわけではなかった。
確かに、供給の混乱もあるにはあった。たとえば、COVID-19によるマレーシアのロックダウンで、現地の半導体パッケージング業務に支障が生じたのは事実だ。しかし、調査会社のICインサイツによると、2021年の世界全体の半導体デバイスの生産量は、1.1兆個以上と過去最高だった。2020年比で13％増だ。
つまり、半導体不足は、供給の問題というより、主に需要の増加の問題だったのである。半導体の需要を突き上げていたのは、新型のPC、5Gの携帯電話、AI対応のデータ・センター、そして突き詰めれば、計算能力を求める私たちの飽くなき欲求だった。
こうして、世界中の政治家たちが、半導体サプライ・チェーンのジレンマを見誤った。
（本文より）
本タイトルは12時間を超えるため、パートごとに分割してダウンロードすることができます。
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