O estado empreendedor chinês nas cadeias globais de valor de semicondutores

Abstract

The global semiconductor crisis triggered by the 2020 pandemic highlighted the fragility related to a series of industrial segments, which comes from the dependence on the production capacity of a few companies that dominate the chip supply chain. Building on the global value chains theory, this study aims to analyze how the semiconductor production activities are organized. The role of technological innovation in the formation of monopolies taken into account, as the most important element to generate command and appropriation of profits. The research reveals the leading role of the State to forge conditions for technological catch-up and to influence the reconfiguration of value chains. Finally, it analyzes the situation of China and its government actions, to point out the internal and external limitations it faces, in its ambition to internalize all stages of production, and the potential conflict with established monopolies.