Should the US rely on a transnational supply chain for chips? - Search
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  2. The United States has a fundamental decision to make on how much to rely on a transnational supply chain for chips rather than on indigenous production. This paper argues that the transnational approach—working with Japan, South Korea, Europe, and other partners—is by far the best path.
    www.csis.org/analysis/strengthening-transnational-semiconductor-industry
    www.csis.org/analysis/strengthening-transnational-semiconductor-industry
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    Should the US rely on a transnational supply chain for chips?The United States has a fundamental decision to make on how much to rely on a transnational supply chain for chips rather than on indigenous production. This paper argues that the transnational approach—working with Japan, South Korea, Europe, and other partners—is by far the best path.
    Will the chips Act improve supply chain resilience?Given these risks, the CHIPS Act’s investment in building new manufacturing capacity in the United States has some clear longer-term benefits for supply chain resilience. It would create a source of semiconductor supply that is less exposed to the disruptions of potential military conflict and natural disasters in East Asia.
    Which countries need a transnational supply chain?This multinational approach provides an innate advantage over China. A trustworthy and economically viable transnational supply chain will need to extend beyond the United States and include Mexico, Canada, Australia, South Korea, Taiwan, Singapore, the European Union, and most importantly, Japan.
    Should China and the United States decouple supply chains?Both countries reduce their exposure to the other for goods such as semiconductors, large capacity batteries, and telecommunications equipment. Although China and the United States make efforts to decouple these supply chains, they recognize the benefits of trading other types of goods with one another.
     
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