Chipsets, Trade & Canada: Connecting the Dots
From innovation to geopolitics - how semiconductors became the most strategic commodity of our era, and where Canada fits in the new world order.
Global Market
$680B
2024 Revenue
Taiwan Share
63%
Advanced Logic
Canada Share
0.3%
Current Position
Window
3-5 yrs
To Act
2023
ChatGPT drives AI chip demand surge
Global
2024
NVIDIA becomes most valuable company
USA
2024
Advanced packaging becomes bottleneck
Taiwan
2025
Rare earths = new strategic resource
Global
Canada Context: Window of opportunity: packaging, testing, rare earths
Source: SIA, SEMI, Industry Analysis (2024)
Data Sources: Semiconductor Industry Association (SIA), SEMI, World Semiconductor Trade Statistics (WSTS), US CHIPS Act documentation, EU Chips Act, Global Affairs Canada, ISED, Industry Analysis.
This analysis is for informational purposes only. Market shares and projections are estimates based on public data.