ComentáriosConstataçõesPerspectivasExplicativos
Tema
Semiconductors
4 textos
Textos
- ComentárioIndustrial Policy
Semiconductor subsidy should be judged on demand met at home, not on fabs opened
Construction spending on manufacturing plant fell from an annual rate of 244 billion dollars in 2024 to 215 billion in 2025, while U.S. semiconductor production rose from 144 to 165 on a 2017 base, its largest step in five observations. The two yardsticks now available disagree about the same year, and the one that should settle the question appears in none of this data.
- ExplicativoIndustrial Policy
What a production subsidy actually buys
Governments underwrite factories in two different ways: by paying toward the building, or by paying for each unit the finished plant makes. By the end you will know which instrument a programme is using, and what each one can and cannot change.
- ComentárioIndustrial Policy
One industrial line is climbing and the index around it is not
Domestic semiconductor production reached 165 on a 2017 base in 2025, from 121 in 2021. Total industrial production reached 101.2. That gap is the best evidence economic-security policy has in this data, which is exactly why it should be claimed carefully.
- ConstataçãoIndustrial Policy
Electronics output rose more in 2025 than in the three years before it combined
The computer and electronic product index added 8.5 points in 2025, against 8 points exactly across the three preceding years together, on a base where 2017 is 100. A narrower semiconductor index published on the same base added 21 points in that same year, and the file does not say how much of the broader move belongs to it.