波士顿：建立高级逻辑技术（ALT）龙头地位展望报告（英文版）（20页）.pdf

1、Establishing Leadership in Advanced Logic TechnologyWhat Would It Take?November 2021By Raj Varadarajan, Ramiro Palma, and Antonio Varas Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was th

2、e pioneer in business strategy when it was founded in 1963. Today, we work closely with clients to embrace a transformational approach aimed at benefiting all stakeholdersempowering organizations to grow, build sustainable competitive advantage, and drive positive societal impact.Our diverse, global

3、 teams bring deep industry and functional expertise and a range of perspectives that question the status quo and spark change. BCG delivers solutions through leading-edge management consulting, technology and design, and corporate and digital ventures. We work in a uniquely collaborative model acros

4、s the firm and throughout all levels of the client organization, fueled by the goal of helping our clients thrive and enabling them to make the world a better place.Contents02 | Executive Summary04 | What happened to US leadership in advanced logic technology?08 | What would it take to reestablish t

5、echnology leadership in the US?15 | Conclusion2 ESTABLISHING LEADERSHIP IN ADVANCED LOGIC TECHNOLOGYExecutive SummaryAdvanced logic technology is critical for the national security and economic progress of any developed economy. For example, advanced logic chips are essential for seven of the ten te

6、chnologies identified as strategic in a biparti-san bill to enhance US innovation and global competitive-ness passed by the US Senate in June 20211, as well as for several priority defense system modernization programs. In Korea, the government is making preemptive invest-ments in infrastructure for