From Silicon To Systems: Redefining Competitive Advantage, Part 2

The semiconductor industry was built on globalization. For decades, the industry optimized around one core principle: build wherever the ecosystem is best. That means you design in one country, manufacture in another country, package it somewhere else, and then you ship globally around the world. That model created one of the most efficient innovation engines in human history.

But in recent years, the conversation has started to change. Today, companies and countries alike are asking different questions. What happens when efficiency conflicts with resilience? What happens when supply chains become strategic? And what happens when interdependency becomes both a competitive advantage and a potential vulnerability?

Semiconductors are no longer viewed as purely commercial products. They are now deeply connected to AI, economic competitiveness, infrastructure, and national strategy, which means the industry is entering a new phase: one where strategic positioning, partnerships, and ecosystem resilience may matter just as much as technology leadership itself.

Advantest’s Dong Ong sits down with Salah Nasri, CEO & co-founder of ISIG (International Semiconductor Industry Group), to explore how supply chain interdependencies and strategic alliances are reshaping the semiconductor landscape. Watch part 1 here.

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