Analysis
Global semiconductor supply chains shift toward Southeast Asia
Geopolitical pressure is forcing foundries to diversify faster than their own capital plans assumed, and the transition cost lands on hardware buyers first.
Why it matters
Diversification is happening on a political timetable rather than an economic one, which means duplicated capacity and higher unit costs before any resilience benefit arrives.
By Staff Writer6 min read
Who is affected
- Hardware OEMs
- Investors
- Consumers
Developing
8.7/10impact score out of 10
No. 2 in Edition 001.