The national security implications of the semiconductor supply chain - CSCMP's Supply Chain Quarterly

Supply chains are integral to national security and go beyond just military interests. The dispersion of supply chains across national borders brings economic benefits, but also vulnerabilities. Protecting supply chains is important, especially in sectors like semiconductors. Taiwan, through the Taiwan Semiconductor Manufacturing Corporation (TSMC), has built a near monopoly in high-end semiconductors. This dominance is a result of unique market conditions, government support, and diligent management. The interconnectedness of supply chains can complicate responses to geopolitical challenges and create risks.

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