Why the Semiconductor Supply Chain is the Most Fragile System You've Never Thought About
Microprocessors in the Information Age are what coal was during the Industrial Revolution: a foundational resource that powers nearly every aspect of modern society.
Whether driven by artificial intelligence, cloud computing, data centers, or the endless stream of digital content we consume every day, demand for semiconductors continues to grow. In reality, this dependence is not new. For decades, microchips have quietly supported nearly every economic, social, scientific, industrial, and political system that modern society relies on.
Because these tiny pieces of silicon have become so essential, understanding the semiconductor supply chain has never been more important. To understand the risks, we first need to understand how the supply chain itself works.