The semiconductor industry is under pressure: geopolitical shifts, supply chain volatility, and relentless innovation cycles disrupt business around the globe.
Semiconductor companies today face growing uncertainty. Geopolitics, fast technology cycles, and fragile supply chains make it difficult to plan ahead. Leaders across the industry need a clear view of what's changing, and what it means for their business.
Our semiconductor services help leaders across the value chain and investors make confident decisions in an era of geopolitical tension and technological acceleration.
a comprehensive database of Chinese semiconductor products on MPN level and their specs
manufacturing line level data, such as product, capacity, node size, etc.
data on the procurement of semiconductor manufacturing equipment
Our case work shows how different parts of the semiconductor ecosystem tackle similar pressures—whether dealing with tech bifurcation, hidden supply‑chain risks, or fast‑moving R&D priorities. Each example reflects a concrete problem, a structured approach, and a clear outcome.
"We're exposed to China's tech restrictions, but we don't know how deep the impact goes, or how to prepare for what's coming."
Mapped different policy scenarios around the U.S.–China tech split
Assessed their impact on the client's full chip portfolio
Modeled strategic options for R&D, sourcing, manufacturing, and sales
Identified actions to stay resilient across diverging tech spheres
"Our supply chain spans multiple regions,but we don't have a clear view of where the real risks are. We need help identifying weak links before they break."
Conducted a multi‑tier supply‑chain analysis across regions and suppliers
Mapped geopolitical, operational, and single‑point‑of‑failure risks
Identified hidden dependencies and vulnerable nodes
Prioritized concrete mitigation measures for critical segments
Enabled the client to strengthen resilience and improve visibility end‑to‑end
"We're investing heavily in R&D, but the pace of innovation is dizzying. We need a clearer picture of which technologies will actually matter in 3–5 years."
Analyzed China’s progress in key semiconductor technologies
Benchmarked competitors to identify high‑impact areas
Highlighted technologies with the strongest future relevance
Guided the client in refocusing its R&D portfolio
Helped align teams around clear, long‑term priorities
Smart moves in a fast-changing semiconductor world
Let's explore how we can uncover the risks and opportunities of semiconductors
Dr. Jost Wübbeke is Managing Partner at Sinolytics and a leading expert of China’s economy and industrial policy.
Sinolytics delivers leading expertise on China's politics, economy, and regulatory landscape. Geolytics helps businesses navigate geopolitical and geoeconomic developments across global markets. Together, we provide multinational companies with in-depth analysis, tailored strategies, and actionable recommendations to support informed decision-making.
Sinolytics delivers leading expertise on China's politics, economy, and regulatory landscape. We help international companies navigate China's complex policy and market environment with analysis and strategies that enable clear, well-founded decisions. Our teams in Berlin and Beijing combine local insights with a deep understanding of global corporate needs.
We specialize in the intersection of politics and business. Our diverse team offers deep China expertise, geopolitical insight, and tailored, actionable strategies, independent, precise, and grounded in real-world dynamics.
Geolytics is the sub-brand of Sinolytics that broadens our focus to global geopolitical and geoeconomic developments. Under this brand, we group our services that help businesses navigate complex dynamics across major international markets, providing in-depth analysis and strategic guidance beyond China.
We support leading multinational companies, investors, associations, and public institutions from a wide range of industries. Our clients are typically organizations with complex global operations headquartered in North America, Europe, and Asia. Our clients need to understand and strategically manage the intersection of politics, markets, and geopolitics to succeed.
Absolutely. Every topic we cover, from digital governance to geopolitics, has a dedicated expert at Sinolytics. Just head to our expert overview or get in touch directly for a personal conversation.
Our work spans strategic analysis, policy monitorings, regulatory assessments, geopolitical scenario planning, competitor research, and hands-on support to adapt strategy and operations.
Our team is based in Berlin and Beijing, and also closely connected to key political hubs like Washington (D.C.), Brussels, New Delhi, and beyond, ensuring clients stay informed and prepared.
Let’s talk — one of our experts is just a message away.