Os impactos da escassez da oferta de microchips nos mercados globais e o papel do estado brasileiro na mitigação de riscos e industrialização

Abstract

This Economics monograph presents a critical analysis of the global semiconductor shortage and its impact on international markets, focusing more specifically on the role of the Brazilian State in risk mitigation and the promotion of industrialization within the sector. Starting from the crisis of the Covid-19 pandemic, which exposed the fragility of global supply chains, this study highlights how microchips have become central components of the digital economy, affecting multiple strategic sectors such as automotive, healthcare, defense, and information technology. It also aims to investigate Brazil’s position in the global semiconductor value chain and explores the limitations of its industrial policy in comparison to technological powerhouses. Through comparison with countries like Taiwan, the work reflects on viable pathways for Brazil’s technological development. The study leads to the conclusion that a robust and coordinated industrial policy, focused on innovation, infrastructure, and technical education, is essential to reduce external dependence and strengthen economic sovereignty.