Analysis of the structure and robustness of the global semiconductor trade network.

Amidst the global restructuring of the semiconductor supply chain, this paper constructs a global semiconductor trade network (2007, 2012, 2017, 2021) encompassing three segments (raw materials, equipment, and finished components), based on the CEPII database. After initially exploring trade flows among different regions, the paper conducts an in-depth analysis of the network's overall structure and the significance of its nodes. Furthermore, the evolution of the trade network's community structure is discussed and its robustness and dynamics over recent years are assessed through computer program simulation. The findings are as follows: First, semiconductor trade flows are concentrated primarily among a few regions in Asia, US, and EU. Second, the network has grown in size and exhibits significant "small-world" characteristics in all segments, deviating from the typical "sparsity" seen in large-scale networks. Third, Japan, the US, and a few European regions wield significant influence in semiconductor materials and equipment trade, while Asian economies such as Chinese mainland, Chinese Taiwan, and Korea dominate semiconductor components trade. Fourth, the raw materials trade network has diversified in recent years, while the trade networks for equipment and finished components remain in a state of continuous "polarization." Fifth, the semiconductor trade network demonstrates robustness against random attacks but collapses quickly under targeted attacks. Among the three segments, the trade network of finished components, being larger in scale, exhibits greater resilience against both random and targeted attacks. This paper not only enhances the construction of the global semiconductor trade network but also introduces a dynamic perspective, offering deeper insights into its structure and robustness. The insights gained from this analysis provide valuable guidance for policymakers and companies, especially amidst rapid technological change and geopolitical tensions.