The Current State of the U.S. Semiconductor Industry Shows Signs of Strategic Strength
In March, we extended our tracking of minerals for semiconductor production to the annual Unites States Geological Survey (USGS) 2022 List of Critical Minerals, which includes minerals like Palladium, C4F6, Helium, and Scandium – all of which are used in semiconductor production and or the manufacturing of sensors and memory.
In April, we provided a general update on the global chip supply chain disruption in the context of more esoteric updates like:
- Fake chips as a growing threat to national security and critical systems;
- Neon output for chips cut in half since Russia’s attack on Ukraine; and
- Design concerns shifting towards component sourcing (brought on by component shortages which have created a concern for long-term sourcing, even for prototypes).
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