Shifting Sands in Silicon by Global Supply Chains

Manufacturing landscape reconfigured by AI frenzy and shifting architectures

By Pablo Valerio, EETimes (April 15, 2025)

The global semiconductor manufacturing sector, the invisible engine powering the digital age, is undergoing a profound transformation marked by surging demand for artificial intelligence, intensifying competition among processor architectures, and a concerted effort to reshape intricate international supply chains.

While established players maintain significant footholds, the landscape is increasingly contested by nimble newcomers and influenced by governmental policies to bolster domestic production and mitigate geopolitical risks.

Recent figures show robust growth tempered by regional variations and strategic realignments across the value chain.

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