Making Advanced MicroChips Takes a Global Ecosystem
THE SO WHAT
The reminder that ASML, TSMC, and dozens of niche suppliers form an irreducible global chain means ‘onshoring’ advanced nodes is a multi-decade, multi-country coordination problem, not a procurement decision. If your roadmap assumes local, sovereign advanced fabs in 3–5 years, revisit that dependency and build contingency around today’s actual chokepoints.
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