In 2025, global semiconductor production remains heavily concentrated in East Asia, with Taiwan Semiconductor Manufacturing Company (TSMC) accounting for 54% of the world’s foundry capacity, as reported in the International Semiconductor Industry Association’s Global Semiconductor Report, published in March 2025. This concentration exposes the supply chain to geopolitical risks, particularly in the Taiwan Strait, where … Leggi tutto Global Semiconductor Supply Chain Vulnerabilities: Geopolitical Risks, Economic Dependencies and Strategic Policy Responses in 2025