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."
"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."
"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."
Smart moves in a fast-changing semiconductor world
Dr. Jost Wübbeke is Managing Partner at Sinolytics and a leading expert of China’s economy and industrial policy.
Working with China raises complex questions—from regulation and compliance to tech trends and geopolitical risk. We’ve gathered answers to the ones we hear most often. If your question isn’t here, reach out anytime — we’re just one conversation away.
Sinolytics is the leading strategy consultancy on China. We offer European and U.S. companies in-depth analysis, customized strategies, and recommendations for well-founded decisions. We bring together market and policy expertise to help clients navigate complexity with clarity. With Geolytics, Sinolytics expands this approach globally while remaining dedicated to its characteristic China focus.
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.
China is our core, but we also cover Southeast Asia and global geopolitical developments—especially those affecting international business, like U.S.-China-EU relations and supply chain risks.
We advise multinational companies across industries, as well as investors, associations, and public institutions navigating complex China-related challenges.
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.