The US is embarking on an expansion of supply chain regulation not seen for decades. The 100-day supply chain review from the Biden administration put a heavy focus on semiconductors. We can expect increased investment in US-based materials production, chip fabrication and advanced packaging. The globally distributed and geographically specialised chip supply chain emerged as a function of efficiency but, the global drive for self-sufficiency will reduce capital efficiency. This change will benefit semiconductor equipment makers.
US Supply Chain Scrutiny and Asian Chip NATO
US Supply Chain Scrutiny and Asian Chip NATO
US Supply Chain Scrutiny and Asian Chip NATO
The US is embarking on an expansion of supply chain regulation not seen for decades. The 100-day supply chain review from the Biden administration put a heavy focus on semiconductors. We can expect increased investment in US-based materials production, chip fabrication and advanced packaging. The globally distributed and geographically specialised chip supply chain emerged as a function of efficiency but, the global drive for self-sufficiency will reduce capital efficiency. This change will benefit semiconductor equipment makers.