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Both US and EU officials have launched widespread supply chain reviews in response to widespread semiconductor shortages. But what exactly does this mean? @ACGeoEcon Senior Fellow @jedmark888 breaks down the economic and diplomatic factors at play: atlanticcouncil.org/blogs/supply-c…
.@jedmark888 also joined @GrahamNiels to discuss the issue further in our recent #FastThinking video on the global semiconductor industry: bit.ly/3vYtKk1
While global production capacity growth is concentrated in China, a lion’s share of this is still in older generation semiconductors. You can also expect greater growth in the US once the #EndlessFrontierAct funding kicks in. 
