The U.S. Semiconductor Supply Chain – Now And The Future

4o United States Semiconductor Industry The United States semiconductor industry has been foundational in shaping the modern digital world. From the invention of the integrated circuit to the articulation of Moore’s Law, the U.S. was instrumental in pioneering the core technologies that underpin global electronics today. However, as we enter 2025, the landscape has shifted. While the U.S. continues to lead in critical upstream segments, including chip design, electronic design automation (EDA), and semiconductor manufacturing equipment, much of its physical fabrication and packaging capability has migrated overseas over the course of last four decades. The result is a complex mix of strength in innovation and dependency in production. To understand the current position and emerging trajectory of the U.S. semiconductor supply chain, it is thus essential to […]

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