When you rely on products provided by the global supply chain, you can no longer dismiss geopolitical tensions when they’re far from your home country. Take South Korea and Taiwan. Together, these two countries are responsible for 100% of the production of semiconductors with nodes under 10 nanometers, and each country also happens to be under threat from their immediate neighbors. These aren’t the only vulnerabilities in the global semiconductor supply chain - the entire chain is plagued by a marked lack of redundancies. The Boston Consulting Group has some policy suggestions for governments that want to address the issue.
About the Authors
Antonio Varas, Raj Varadarajan, Ramiro Palma, Jimmy Goodrich, and Falan Yinug are professionals with the Boston Consulting Group.