The Semiconductor Industry Association published a report on U.S. semiconductor supply chain risks. It found vulnerabilities in hidden upstream inputs. These include geopolitical unrest and dependence on high-risk nations. Half of supply categories have high or medium vulnerability. SIA called for expanded domestic production and stockpiling. It also urged targeted incentives for critical inputs. The report recommends cutting unhelpful regulations. It advises protecting supply chains in allied nations. It calls for more research into materials and recycling. The report notes U.S. reliance on domestic and allied suppliers for 95% of Tier 1 inputs.
What changed
U.S. semiconductor supply chain vulnerabilities were less systematically mapped and addressed.
What it unlocks
Identifying and mitigating risks in upstream semiconductor supply chains through targeted collaboration and incentives.
- $1.5 trillion global semiconductor sales in 2026
- 200 Tier 1 equipment and materials inputs
- 100 sub-tier input categories
- 95% of Tier 1 inputs from US, Europe, or Japan
Sources