Europe's digital prowess depends on its core technology businesses staying independent, says Graphcore's Nigel Toon.
As hopes fade for a quick end to the chip shortage disrupting car makers, OEMs that supply the industry will need to take semiconductor supply more seriously.
Neither the US or China is likely to become self-sufficient in semiconductors but global leadership would give either side the edge in the digital economy.
Combined with regulatory hurdles in China, the UK's national security investigation could prompt SoftBank to rethink its sale of Arm to NVIDIA.
The US chipmaker's ambitious plan to take on the manufacturing might of TSMC and Samsung reflects the scale of the challenge it faces.
Buyers already facing rising semiconductor costs may also have to foot the bill for excluding China from the chip supply chain.
US chipmakers call for more state aid while Google and Microsoft voice their opposition to Nvidia's Arm takeover bid.
Joe Biden's manufacturing policy could help the US semiconductor industry regain lost ground although Taiwan's TMSC may benefit the most.
The UK's competition authority has invited comments on the chipmaker's mega deal. Many more obstacles are likely to follow.
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