Productive reorientation of the Centro Nacional de Tecnologia Eletrônica Avançada (CEITEC): strategic perspectives for the Brazilian microelectronics industry

Abstract

Technological innovations have historically played a central role in power relations within the International System, as they are responsible for reorganizing productive dynamics on a global scale. Therefore, this study aims to understand the Brazilian project for insertion into the microelectronics industry, with emphasis on the Centro Nacional de Tecnologia Eletrônica Avançada (CEITEC), a state-owned company reactivated in 2023, and its strategic role in Brazil's insertion into new economic dynamics. Based on world-systems theory in dialogue with the concept of energy decision-making center, this study seeks to answer the question: "What is the strategic importance of CEITEC and its project for the endogenization of silicon carbide technology for Brazil's insertion into the semiconductor production chain?". It argues that this productive reorientation addresses the new challenges posed by major global transitions, such as the diffusion of new military technologies, climate change, and the fourth industrial revolution, which are driving the growth in energy demand. Furthermore, international partnerships, particularly with South Korea, Malaysia, China, and Singapore, present a window of opportunity to enter the forefront of the market, while the transition to a niche market fosters competitiveness. In short, the new project, while not eliminating dependence on silicon chips, appears more realistic and viable for Brazil.