A Study on the Game Strategy of Chip Price Behavior at the Background of the US-China Trade War

Abstract

The US-China trade war has had a profound impact on the game strategy and price behavior of chips in the semiconductor industry. This study aims to analyze the influencing factors, strategic shifts, and game theory dynamics of chip prices in the context of the trade war. The asymmetrical relationship between the United States and China in chip supply and demand, coupled with the imposition of tariffs and restrictions, has disrupted the supply chain, which leads to fluctuations in chip prices. The study highlights the artificial inflation of demand and oversupply of certain chip types because of stockpiling and entity list disruptions. It also examines the impact of tariffs on the cost structure of semiconductor manufacturing and the subsequent adjustments in pricing strategies. Furthermore, the study explores the localization strategies and shifts in global semiconductor production that have been prompted by the trade war and their implications on chip prices. Lastly, the study analyzes the repeated game perspective and its influence on the strategic choices and behaviors of the parties involved in the trade war. Overall, this study provides insights into the game strategy and price behavior of chips in the background of the US-China trade war, contributing to a better understanding of the dynamics and implications for the semiconductor industry.