Sarah Kreps, Richard Clark, and Adi Rao
The COVID-19 pandemic brought the consequences of offshoring semiconductors into sharp relief for American consumers and businesses. When the pandemic struck—snarling global supply chains and spiking demand for consumer electronics—American businesses and consumers were left without the inputs and supplies they had come to rely upon. This supply chain will remain at risk: Its core nodes remain in locations with high geopolitical uncertainty—none more important than Taiwan, whose semiconductor industry Beijing jealously eyes.
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