[{"data":1,"prerenderedAt":5278},["ShallowReactive",2],{"resources-blog-what-does-china-import-from-the-us-[object Object]-published":3},{"name":4,"created_at":5,"published_at":6,"updated_at":7,"id":8,"uuid":9,"content":10,"slug":2495,"full_slug":2496,"sort_by_date":2497,"position":2498,"tag_list":5273,"is_startpage":11,"parent_id":1969,"meta_data":29,"group_id":2500,"first_published_at":2501,"release_id":29,"lang":35,"path":29,"alternates":5274,"default_full_slug":2496,"translated_slugs":5275},"What Does China Import from the U.S.? Key Industries at Risk from Retaliatory Tariffs","2026-04-22T12:23:22.465Z","2026-06-03T12:59:45.506Z","2026-06-03T12:59:45.529Z",168636426169739,"fae64241-2b5a-49a2-bae2-3b0582f2bd13",{"big":11,"_uid":12,"type":13,"pinned":11,"section":44,"tagline":644,"metatags":645,"overline":650,"component":651,"thumbnail":652,"additional_seo":656,"related_articles":657,"footer_cta_text_alt":5270},false,"4716cc9a-b226-4a49-a00f-8908430f415e",[14],{"name":15,"created_at":16,"published_at":17,"updated_at":18,"id":19,"uuid":20,"content":21,"slug":27,"full_slug":28,"sort_by_date":29,"position":30,"tag_list":31,"is_startpage":11,"parent_id":32,"meta_data":29,"group_id":33,"first_published_at":34,"release_id":29,"lang":35,"path":29,"alternates":36,"default_full_slug":28,"translated_slugs":37,"_stopResolving":43},"Blog","2025-03-11T18:35:50.636Z","2026-05-20T11:24:42.311Z","2026-05-20T11:24:42.332Z",638707898,"64442308-f952-486c-9828-acfe7d854148",{"_uid":22,"component":23,"folder_slug":24,"overview_page":25,"articles_page_title":15},"fa26946f-991a-4f78-9c9e-b1c074d74ecf","article_type","test/articles/blog",[26],"88e88578-0a02-419f-9ccc-58fe31e98681","blog","articles/type/blog",null,-20,[],559406674,"095d1902-25d3-4d9f-9f72-eae04585b89c","2025-03-12T09:16:58.265Z","default",[],[38,40],{"path":28,"name":29,"lang":39,"published":29},"fr",{"path":41,"name":29,"lang":42,"published":29},"artikel/typ/blog","de",true,[45],{"_uid":46,"title":4,"content":47,"subtitle":241,"component":643},"2f414d24-202d-4a7e-82f5-f20adb0044f5",[48],{"_uid":49,"is_big":11,"content":50,"component":642},"f5ba8582-578d-4eaf-b983-a152dccf6d27",{"type":51,"content":52},"doc",[53,64,65,77,84,91,98,156,163,164,173,180,187,234,235,244,253,260,261,270,277,284,291,298,299,308,315,322,323,333,340,347,348,357,364,377,384,391,392,401,408,415,428,435,436,445,452,465,472,479,480,489,496,503,580,581,590,597,604,611,618,619,628,635],{"type":54,"content":55},"paragraph",[56],{"text":57,"type":58,"marks":59},"The past month has seen a dramatic rise in tensions between China and the USA, following a series of retaliatory blanket tariffs placed on imported goods. For several key sectors in the USA, such as agriculture, energy, semiconductors, and pharmaceuticals, China’s tariffs – created as a response to exorbitant Trump tariffs – are causing major disruptions to the global supply chain network.","text",[60],{"type":61,"attrs":62},"textStyle",{"color":63},"#ADADAD",{"type":54},{"type":66,"attrs":67,"content":69},"heading",{"level":68},2,[70],{"text":71,"type":58,"marks":72},"Why Is the U.S.–China Trade Relationship Back in the Spotlight?",[73,75],{"type":74},"bold",{"type":61,"attrs":76},{"color":63},{"type":54,"content":78},[79],{"text":80,"type":58,"marks":81},"Both China and the United States are major global powers when it comes to trade, industry, production, and consumer purchasing power. While trade relations between these countries have had their moments of increased strain, such as in 2018 when President Trump began putting additional tariffs on importing goods from China, the Biden administration was able to stabilise trade between the parties.",[82],{"type":61,"attrs":83},{"color":63},{"type":54,"content":85},[86],{"text":87,"type":58,"marks":88},"The past few years have had relatively stable relationships, with minor tariffs existing on either side, which led to a continual flow of resources and goods between the two countries. The period of positive trade relationships between China and the U.S. came to an end in February 2025, when President Trump increased tariffs on China by 10%. In response, China created a 15% tariff on natural gas and coal, alongside 10% tariffs on crude oil and car importation. ",[89],{"type":61,"attrs":90},{"color":63},{"type":54,"content":92},[93],{"text":94,"type":58,"marks":95},"These first two acts then spiralled into a trade war, with Trump adding a number of blanket tariffs on Chinese products, which China then returned. This back-and-forth continues into April, where the following series of events carried us to the current situation the trade war is in:",[96],{"type":61,"attrs":97},{"color":63},{"type":99,"content":100},"bullet_list",[101,111,120,129,138,147],{"type":102,"content":103},"list_item",[104],{"type":54,"content":105},[106],{"text":107,"type":58,"marks":108},"On April 2nd, Trump raised his China tariffs by 34%, bringing total tariff rates to 54%.",[109],{"type":61,"attrs":110},{"color":63},{"type":102,"content":112},[113],{"type":54,"content":114},[115],{"text":116,"type":58,"marks":117},"On April 4th, China responded by placing a 34% tariff on all U.S. goods from April 10th.",[118],{"type":61,"attrs":119},{"color":63},{"type":102,"content":121},[122],{"type":54,"content":123},[124],{"text":125,"type":58,"marks":126},"On April 7th, Trump threatened another 50% (totally 104%) tariff on goods if China did not withdraw their 34%.",[127],{"type":61,"attrs":128},{"color":63},{"type":102,"content":130},[131],{"type":54,"content":132},[133],{"text":134,"type":58,"marks":135},"On April 9th, China increased their U.S. tariff to 84%. On the same day, Trump increased the tariff to 125% for all Chinese goods.",[136],{"type":61,"attrs":137},{"color":63},{"type":102,"content":139},[140],{"type":54,"content":141},[142],{"text":143,"type":58,"marks":144},"On April 11th, China matched Trump’s tariff of 125% for all US goods.",[145],{"type":61,"attrs":146},{"color":63},{"type":102,"content":148},[149],{"type":54,"content":150},[151],{"text":152,"type":58,"marks":153},"On April 17th, the White House published a report that signalled that China would face up to 245% tariffs.",[154],{"type":61,"attrs":155},{"color":63},{"type":54,"content":157},[158],{"text":159,"type":58,"marks":160},"This back and forth has driven up prices for both Chinese and U.S. consumers to an unprecedented level.",[161],{"type":61,"attrs":162},{"color":63},{"type":54},{"type":66,"attrs":165,"content":166},{"level":68},[167],{"text":168,"type":58,"marks":169},"What Are China’s Biggest Imports from the U.S.?",[170,171],{"type":74},{"type":61,"attrs":172},{"color":63},{"type":54,"content":174},[175],{"text":176,"type":58,"marks":177},"One aspect that makes China able to take such an offensive stance against Trump’s increasingly combative tariffs is that the U.S. is only one of their main sources of importation. In 2024, China imported more from Taiwan and South Korea than the United States, with several other countries like Japan and Australia having a similar total amount of exports to the country. ",[178],{"type":61,"attrs":179},{"color":63},{"type":54,"content":181},[182],{"text":183,"type":58,"marks":184},"On the other hand, China is the biggest single exporter of goods to the USA, making the U.S. extremely vulnerable to the trade war. Chinese imports from the U.S. are consistently heavily weighted from a few core sectors. At present, here are the 5 largest China imports from the United States:",[185],{"type":61,"attrs":186},{"color":63},{"type":99,"content":188},[189,198,207,216,225],{"type":102,"content":190},[191],{"type":54,"content":192},[193],{"text":194,"type":58,"marks":195},"Oils, mineral fuels, distillation products (~$22 billion).",[196],{"type":61,"attrs":197},{"color":63},{"type":102,"content":199},[200],{"type":54,"content":201},[202],{"text":203,"type":58,"marks":204},"Machinery, nuclear reactors, and boilers  (~$20 billion).",[205],{"type":61,"attrs":206},{"color":63},{"type":102,"content":208},[209],{"type":54,"content":210},[211],{"text":212,"type":58,"marks":213},"Oil seed, grain, and seed, fruits (~$16 billion).",[214],{"type":61,"attrs":215},{"color":63},{"type":102,"content":217},[218],{"type":54,"content":219},[220],{"text":221,"type":58,"marks":222},"Electrical equipment  (~$14 billion).",[223],{"type":61,"attrs":224},{"color":63},{"type":102,"content":226},[227],{"type":54,"content":228},[229],{"text":230,"type":58,"marks":231},"Medical apparatus  (~$13 billion).",[232],{"type":61,"attrs":233},{"color":63},{"type":54},{"type":54,"content":236},[237],{"type":238,"attrs":239},"image",{"id":240,"alt":241,"src":242,"title":241,"source":241,"copyright":241,"meta_data":243},21968246,"","https://a.storyblok.com/f/297658/210x150/4b6b658511/top-10-china-imports-from-us.svg",{},{"type":54,"content":245},[246],{"text":247,"type":58,"marks":248},"Source: Top 10 China imports from the United States, 2023",[249,251],{"type":250},"italic",{"type":61,"attrs":252},{"color":63},{"type":54,"content":254},[255],{"text":256,"type":58,"marks":257},"In 2024, the U.S. exported $142.5 billion in goods to China, while China exported $438.9 billion to the U.S. With that in mind, American businesses that rely on goods and services from China are highly susceptible to these rapid tariff increases. ",[258],{"type":61,"attrs":259},{"color":63},{"type":54},{"type":66,"attrs":262,"content":263},{"level":68},[264],{"text":265,"type":58,"marks":266},"What New Tariffs Is China Imposing on U.S. Exports?",[267,268],{"type":74},{"type":61,"attrs":269},{"color":63},{"type":54,"content":271},[272],{"text":273,"type":58,"marks":274},"As of the 17th of April, China has placed a blanket 125% tariff on all U.S. goods. This is an increase from the original 84% retaliation tariff that China announced on the 8th of April. Considering that the USA has replied with a 245% tariff on all goods from China, this is most likely just the beginning of China’s tariffs on U.S. exports.",[275],{"type":61,"attrs":276},{"color":63},{"type":54,"content":278},[279],{"text":280,"type":58,"marks":281},"For business owners that export to China, it’s vital to stay prepared, keep up-to-date with the most recent figures, and look for alternative trade agreements to help build company resilience.",[282],{"type":61,"attrs":283},{"color":63},{"type":54,"content":285},[286],{"text":287,"type":58,"marks":288},"The Financial Ministry of China has released several statements over the past two weeks that demonstrate their frustration with the current trade war, calling these tariffs a ‘Joke in the history of world economy.’, according to a translation from CNBC.",[289],{"type":61,"attrs":290},{"color":63},{"type":54,"content":292},[293],{"text":294,"type":58,"marks":295},"At this stage, both countries have placed trade tariffs of such a high percent that there is no feasible way that a company could operate in these conditions. With that in mind, these retaliations are far more about political grandstanding than economic policy. ",[296],{"type":61,"attrs":297},{"color":63},{"type":54},{"type":66,"attrs":300,"content":301},{"level":68},[302],{"text":303,"type":58,"marks":304},"Which U.S. Export Sectors Are Most at Risk?",[305,306],{"type":74},{"type":61,"attrs":307},{"color":63},{"type":54,"content":309},[310],{"text":311,"type":58,"marks":312},"With exorbitant tariffs on U.S. products, any U.S. business that is looking to export to China will find it hard to connect with a partner that is willing to accept these tariff fees. It’s important to remember that the company that imports the product pays the tariff fee, meaning Chinese companies will simply look elsewhere for any goods that they need.",[313],{"type":61,"attrs":314},{"color":63},{"type":54,"content":316},[317],{"text":318,"type":58,"marks":319},"China’s strategy of seeking out other trade partners to replace U.S. imports has meant that several other countries are coming forward as major players in this story. These ongoing developments have created extreme risk in the following U.S. export sectors. ",[320],{"type":61,"attrs":321},{"color":63},{"type":54},{"type":66,"attrs":324,"content":326},{"level":325},3,[327],{"text":328,"type":58,"marks":329},"Agriculture",[330,331],{"type":74},{"type":61,"attrs":332},{"color":63},{"type":54,"content":334},[335],{"text":336,"type":58,"marks":337},"China is one of the biggest importers of U.S. agricultural products, with $27.5 billion worth of agricultural products exported to China in 2024 alone. The main products that the U.S. exports to China in this sector are soybeans, poultry meat, wheat, fruits, and palm oil. ",[338],{"type":61,"attrs":339},{"color":63},{"type":54,"content":341},[342],{"text":343,"type":58,"marks":344},"Even if this trade war is somehow overcome by peaceful negotiations, China is already putting in place alternatives to reduce dependency on the U.S. Recently, China has been in discussions with countries like Brazil and India to increase imports in this sector. If these trade agreements are formalised, then the total U.S. exports to China in this sector will radically decrease over the coming years, creating a host of further problems for U.S. businesses.",[345],{"type":61,"attrs":346},{"color":63},{"type":54},{"type":66,"attrs":349,"content":350},{"level":325},[351],{"text":352,"type":58,"marks":353},"Energy",[354,355],{"type":74},{"type":61,"attrs":356},{"color":63},{"type":54,"content":358},[359],{"text":360,"type":58,"marks":361},"Energy, referring to petroleum, other liquids, and natural gas, is the largest U.S. export to China. Due to the over $20 billion of product entering China each year from the U.S., this sector has a huge overhead of risk while the trade war continues. ",[362],{"type":61,"attrs":363},{"color":63},{"type":54,"content":365},[366,371],{"type":238,"attrs":367},{"id":368,"alt":241,"src":369,"title":241,"source":241,"copyright":241,"meta_data":370},21968245,"https://a.storyblok.com/f/297658/217x150/e5630dfbd9/us-exports-to-china.svg",{},{"text":372,"type":58,"marks":373},"Source: U.S. Exports to China of Crude Oil and Petroleum Products, 1990-2025",[374,375],{"type":250},{"type":61,"attrs":376},{"color":63},{"type":54,"content":378},[379],{"text":380,"type":58,"marks":381},"From 2020 onwards, the total number of crude oil barrels exported from the U.S. to China has skyrocketed. Once again, China has demonstrated their lack of interest in continuing this trade war with the United States, opting instead to look for alternative oil trade partners. Venezuela is one of the many countries that China has increased imports from in recent years.",[382],{"type":61,"attrs":383},{"color":63},{"type":54,"content":385},[386],{"text":387,"type":58,"marks":388},"As a result, U.S. companies may be unable to continue their trade contracts with China, creating a surplus that impacts prices and reduces demand. Combined with the rapidly increasing investment in clean energy, U.S. suppliers could be looking at a troublesome year.",[389],{"type":61,"attrs":390},{"color":63},{"type":54},{"type":66,"attrs":393,"content":394},{"level":325},[395],{"text":396,"type":58,"marks":397},"Semiconductors",[398,399],{"type":74},{"type":61,"attrs":400},{"color":63},{"type":54,"content":402},[403],{"text":404,"type":58,"marks":405},"Microchips and semiconductors have been a central talking point in international trade over the last few years. Especially with the importance of semiconductors in electrical products, notably those used in building servers with the necessary computing power to handle artificial intelligence, this sector has been a central focus of governments across the world.",[406],{"type":61,"attrs":407},{"color":63},{"type":54,"content":409},[410],{"text":411,"type":58,"marks":412},"In 1990, the U.S. was the world leader in producing semiconductors. Yet, experts predict that by 2032, this will be an entirely different story. Even now, in 2025, China, South Korea, and Taiwan are the largest producers of semiconductors. By 2032, this will be even more prominent, with the U.S. total production percentage falling to 14% against China’s 21%.",[413],{"type":61,"attrs":414},{"color":63},{"type":54,"content":416},[417,422],{"type":238,"attrs":418},{"id":419,"alt":241,"src":420,"title":241,"source":241,"copyright":241,"meta_data":421},21968247,"https://a.storyblok.com/f/297658/218x150/26b35c2b35/total-semiconductor-production.svg",{},{"text":423,"type":58,"marks":424},"Source: Total semiconductor production by country, 1990-2032",[425,426],{"type":250},{"type":61,"attrs":427},{"color":63},{"type":54,"content":429},[430],{"text":431,"type":58,"marks":432},"China has increased semiconductor imports at a staggering rate in recent years. Even in 2024 alone, China semiconductor imports increased by 10.4%, representing a total of $385 billion. According to experts at the BBC, China is years ahead of the U.S. in this sector, a position which will harm U.S. semiconductor businesses significantly in coming years.",[433],{"type":61,"attrs":434},{"color":63},{"type":54},{"type":66,"attrs":437,"content":438},{"level":325},[439],{"text":440,"type":58,"marks":441},"Pharmaceuticals & Chemicals",[442,443],{"type":74},{"type":61,"attrs":444},{"color":63},{"type":54,"content":446},[447],{"text":448,"type":58,"marks":449},"China has increasingly imported pharmaceuticals from the United States over recent years, with states like North Carolina, Michigan, and Indiana leading the export figures. Part of what has aided this sector to grow is that China has altered its regulatory process for new drugs, allowing pharmaceuticals to hit the market much more rapidly.",[450],{"type":61,"attrs":451},{"color":63},{"type":54,"content":453},[454,459],{"type":238,"attrs":455},{"id":456,"alt":241,"src":457,"title":241,"source":241,"copyright":241,"meta_data":458},21968244,"https://a.storyblok.com/f/297658/510x353/69efe2658f/us-exports-of-pharmaceuticals.svg",{},{"text":460,"type":58,"marks":461},"Source: U.S. Exports of pharmaceuticals to China, 2017-2022",[462,463],{"type":250},{"type":61,"attrs":464},{"color":63},{"type":54,"content":466},[467],{"text":468,"type":58,"marks":469},"Interestingly, the U.S. is also a key player in China’s own pharmaceutical exports, with China exporting $9.3b in medicines to the U.S. in 2022. These figures demonstrate that China and the U.S. have a fairly symbiotic relationship in this sector. ",[470],{"type":61,"attrs":471},{"color":63},{"type":54,"content":473},[474],{"text":475,"type":58,"marks":476},"For both American and Chinese pharmaceutical companies, these tariffs will result in an exorbitant increase in input costs to produce drugs and bring them to local consumers.",[477],{"type":61,"attrs":478},{"color":63},{"type":54},{"type":66,"attrs":481,"content":482},{"level":68},[483],{"text":484,"type":58,"marks":485},"How Could These Tariffs Disrupt Global Supply Chains?",[486,487],{"type":74},{"type":61,"attrs":488},{"color":63},{"type":54,"content":490},[491],{"text":492,"type":58,"marks":493},"The China-U.S. trade war is actively disrupting global supply chain networks. With the frequent retaliation, both U.S. and Chinese companies are in an extremely precarious position. Businesses that are already in the process of importing goods from either country may face obscene import fees when their products arrive at the border, creating a surge in prices and impacting the end consumer. ",[494],{"type":61,"attrs":495},{"color":63},{"type":54,"content":497},[498],{"text":499,"type":58,"marks":500},"Tariffs require companies to radically shift their production process, turning to alternative suppliers, selecting new trade routes, and constructing trade deals in entirely new countries. Here are some of the most prominent disruptions that the U.S.-China trade war is causing:",[501],{"type":61,"attrs":502},{"color":63},{"type":99,"content":504},[505,520,535,550,565],{"type":102,"content":506},[507],{"type":54,"content":508},[509,515],{"text":510,"type":58,"marks":511},"Logistical Delays: ",[512,513],{"type":74},{"type":61,"attrs":514},{"color":63},{"text":516,"type":58,"marks":517},"Tariffs force companies to reroute their shipments away from their typical trade routes so as not to enter into any ports that are impacted by the new tariff rulings. Considering the extreme prominence of both China and the U.S. in global trade, these tariffs may cause major logistical delays across the globe as suppliers search for new trade deals and routes. ",[518],{"type":61,"attrs":519},{"color":63},{"type":102,"content":521},[522],{"type":54,"content":523},[524,530],{"text":525,"type":58,"marks":526},"Inventory Shortages: ",[527,528],{"type":74},{"type":61,"attrs":529},{"color":63},{"text":531,"type":58,"marks":532},"Without a constant flow of imported supplies and goods, companies may be left without the products they need to create their products. Inventory shortages are extremely likely, slowing manufacturing processes, creating price surges on common items, and leaving supermarket shelves empty.",[533],{"type":61,"attrs":534},{"color":63},{"type":102,"content":536},[537],{"type":54,"content":538},[539,545],{"text":540,"type":58,"marks":541},"Increased Lead Times: ",[542,543],{"type":74},{"type":61,"attrs":544},{"color":63},{"text":546,"type":58,"marks":547},"While suppliers are already looking for alternative partners and establishing new trade deals, these processes take time. With that in mind, there may be an increase in supplier lead times due to numerous onboarding processes all occurring at a similar time.",[548],{"type":61,"attrs":549},{"color":63},{"type":102,"content":551},[552],{"type":54,"content":553},[554,560],{"text":555,"type":58,"marks":556},"Financial and Legal Risks:",[557,558],{"type":74},{"type":61,"attrs":559},{"color":63},{"text":561,"type":58,"marks":562}," Companies that typically import goods from the U.S. or China may suddenly have to pay high import tariffs. For many businesses, shipments may already be in progress, causing unexpected payments to hit companies due to the overnight addition of these tariffs. Failure to pay these additional tariffs may result in legal issues due to a failure to comply with country trade laws.",[563],{"type":61,"attrs":564},{"color":63},{"type":102,"content":566},[567],{"type":54,"content":568},[569,575],{"text":570,"type":58,"marks":571},"Tier-2 & Tier-3 Exposure:",[572,573],{"type":74},{"type":61,"attrs":574},{"color":63},{"text":576,"type":58,"marks":577}," Even for companies that aren’t directly based in the U.S. or China, their prominence in the global supply chain will create repercussions and delays for tier-2 and tier-3 suppliers. ",[578],{"type":61,"attrs":579},{"color":63},{"type":54},{"type":66,"attrs":582,"content":583},{"level":68},[584],{"text":585,"type":58,"marks":586},"How Can Real-Time Risk Intelligence Help Businesses Navigate Tariff Turbulence?",[587,588],{"type":74},{"type":61,"attrs":589},{"color":63},{"type":54,"content":591},[592],{"text":593,"type":58,"marks":594},"If the past few months have demonstrated anything, it’s that businesses must be aware of the current global political circumstances and prepare for an uncertain future. The trade war between the U.S. and China is unprecedented, with these most recent tariff figures being unrealistically high for any company to continue working with.",[595],{"type":61,"attrs":596},{"color":63},{"type":54,"content":598},[599],{"text":600,"type":58,"marks":601},"Businesses should strive to use real-time monitoring systems to track their suppliers and determine how risk evolves in real time. Prewave’s real-time monitoring offers an extensive overview of political and economic events, allowing companies to stay one step ahead of situations like the U.S.-China trade war.",[602],{"type":61,"attrs":603},{"color":63},{"type":54,"content":605},[606],{"text":607,"type":58,"marks":608},"By understanding the level of risk certain suppliers hold ahead of time, businesses can implement mitigative strategies to prevent potential future complications. For example, companies could foresee the mounting tensions between the U.S. and China and look to diversify their suppliers to help circumvent these countries and establish partners with a lower risk rating.",[609],{"type":61,"attrs":610},{"color":63},{"type":54,"content":612},[613],{"text":614,"type":58,"marks":615},"While reactive mitigation strategies are possible, with companies across the world currently adapting to this unfolding situation, it is always a better idea to proactively prepare and build supply chain resilience.",[616],{"type":61,"attrs":617},{"color":63},{"type":54},{"type":66,"attrs":620,"content":621},{"level":68},[622],{"text":623,"type":58,"marks":624},"Conclusion",[625,626],{"type":74},{"type":61,"attrs":627},{"color":63},{"type":54,"content":629},[630],{"text":631,"type":58,"marks":632},"The unfolding U.S-China trade war is causing major disruptions to the global supply chain of numerous industries. With the prominence of these countries in the supply chain sector as a whole, it’s vital that companies seek alternative partners, look for methods to circumvent these tariffs, and build a more resilient supply chain as soon as possible. ",[633],{"type":61,"attrs":634},{"color":63},{"type":54,"content":636},[637],{"text":638,"type":58,"marks":639},"For businesses that want to be as proactive as possible, reach out to Prewave to learn more about leveraging risk analysis and mitigation technology today. ",[640],{"type":61,"attrs":641},{"color":63},"c-text","m-section","Posted April 24, 2024 • 6 min read",{"_uid":646,"title":4,"plugin":647,"og_image":648,"og_title":4,"description":649,"twitter_image":241,"twitter_title":241,"og_description":649,"twitter_description":241},"1035c34c-dd4d-44fe-8a11-8ceb2fcd558c","seo_metatags","https://a.storyblok.com/f/297658/2944x1664/3a3cae0a0d/what-does-china-import-from-the-us.jpg","Discover what China imports from the U.S. and which key U.S. industries are most at risk from new retaliatory tariffs in the escalating trade war.","6 min read","article",{"id":653,"alt":241,"name":241,"focus":241,"title":241,"source":241,"filename":648,"copyright":241,"fieldtype":654,"meta_data":655,"is_external_url":11},21965165,"asset",{},[],[658,3054,3845],{"name":659,"created_at":660,"published_at":661,"updated_at":662,"id":663,"uuid":664,"content":665,"slug":3038,"full_slug":3039,"sort_by_date":3040,"position":3041,"tag_list":3042,"is_startpage":11,"parent_id":1969,"meta_data":29,"group_id":3043,"first_published_at":3044,"release_id":29,"lang":35,"path":29,"alternates":3045,"default_full_slug":3039,"translated_slugs":3046,"_stopResolving":43,"cols":3052},"Trump’s 2025 Tariffs: What “Liberation Day” Means for Your Global Supply Chain","2026-04-22T12:23:04.535Z","2026-06-03T12:47:07.870Z","2026-06-03T12:47:07.934Z",168636352724359,"ff6dff13-a87a-44ed-8208-ebd0af41f4ce",{"big":11,"_uid":666,"type":667,"pinned":11,"section":676,"tagline":1582,"metatags":1583,"overline":1589,"component":651,"thumbnail":1590,"additional_seo":1593,"related_articles":1594,"footer_cta_text_alt":3035},"3a48d16a-9e42-4737-a0a6-c60ee4d2d5ce",[668],{"name":15,"created_at":16,"published_at":17,"updated_at":18,"id":19,"uuid":20,"content":669,"slug":27,"full_slug":28,"sort_by_date":29,"position":30,"tag_list":671,"is_startpage":11,"parent_id":32,"meta_data":29,"group_id":33,"first_published_at":34,"release_id":29,"lang":35,"path":29,"alternates":672,"default_full_slug":28,"translated_slugs":673,"_stopResolving":43},{"_uid":22,"component":23,"folder_slug":24,"overview_page":670,"articles_page_title":15},[26],[],[],[674,675],{"path":28,"name":29,"lang":39,"published":29},{"path":41,"name":29,"lang":42,"published":29},[677],{"_uid":678,"title":659,"content":679,"component":643},"9188f656-bed9-46e7-8f0a-35379e1a7617",[680],{"_uid":681,"is_big":11,"content":682,"component":642},"6fcb5ab4-0233-46a8-8099-e9bbba8bef3c",{"type":51,"content":683},[684,691,698,705,712,713,723,730,737,744,773,780,789,798,799,808,830,838,856,1092,1100,1122,1130,1150,1158,1179,1187,1209,1216,1217,1226,1233,1240,1247,1254,1255,1264,1271,1278,1285,1332,1341,1350,1357,1419,1420,1429,1436,1443,1450,1457,1464,1465,1474,1481,1543,1544,1553,1560,1567,1574],{"type":54,"content":685},[686],{"text":687,"type":58,"marks":688},"On April 2, 2025, the Trump administration announced a sweeping tariff initiative known as “Liberation Day,” introducing a universal 10% import tax on nearly all goods entering the United States. In addition, higher, country-specific tariffs were imposed on around 60 nations—including a staggering 54% effective tariff on Chinese imports, which has since climbed to 145% following retaliatory action by China. This marks one of the most expansive shifts in U.S. trade policy in decades.",[689],{"type":61,"attrs":690},{"color":63},{"type":54,"content":692},[693],{"text":694,"type":58,"marks":695},"These tariffs—import taxes paid by U.S. businesses bringing goods into the country—are already reshaping global commerce. For companies that rely on raw materials, components, or finished products from abroad, the policy signals a potentially costly new era. Firms with international supply chains or global sourcing strategies are particularly vulnerable.",[696],{"type":61,"attrs":697},{"color":63},{"type":54,"content":699},[700],{"text":701,"type":58,"marks":702},"The business impact is already unfolding, with rising costs, legal uncertainty, and disrupted trade flows. Several U.S. states, including California, have filed lawsuits challenging the constitutionality of the tariffs. Meanwhile, markets are reacting to shifting trade routes, new sourcing strategies, and growing political tension.",[703],{"type":61,"attrs":704},{"color":63},{"type":54,"content":706},[707],{"text":708,"type":58,"marks":709},"Companies should act swiftly to analyze their exposure, diversify suppliers, and develop tariff mitigation strategies to reduce disruption and control costs in this evolving environment.",[710],{"type":61,"attrs":711},{"color":63},{"type":54},{"type":66,"attrs":714,"content":715},{"level":68},[716],{"text":717,"type":58,"marks":718},"What Are “Trump Tariffs”?",[719,720],{"type":74},{"type":61,"attrs":721},{"color":722},"#000000",{"type":54,"content":724},[725],{"text":726,"type":58,"marks":727},"“Trump tariffs” are broad-based import taxes imposed on goods entering the United States. From steel from Canada and electronics from China to textiles from Mexico, businesses that rely on imports now face significantly higher costs—many of which may be passed on to consumers.",[728],{"type":61,"attrs":729},{"color":63},{"type":54,"content":731},[732],{"text":733,"type":58,"marks":734},"The first wave of Trump-era tariffs targeted specific commodities, such as steel and aluminum, with duties rising from 10% to 25%. These measures aimed to promote domestic manufacturing by making foreign products less competitive. However, with the U.S. importing over $3.17 trillion in goods annually, the costs quickly rippled across multiple industries.",[735],{"type":61,"attrs":736},{"color":63},{"type":54,"content":738},[739],{"text":740,"type":58,"marks":741},"The landscape shifted dramatically on April 2, 2025, with the announcement of a sweeping expansion:",[742],{"type":61,"attrs":743},{"color":63},{"type":99,"content":745},[746,755,764],{"type":102,"content":747},[748],{"type":54,"content":749},[750],{"text":751,"type":58,"marks":752},"A universal 10% tariff now applies to nearly all imported goods.",[753],{"type":61,"attrs":754},{"color":63},{"type":102,"content":756},[757],{"type":54,"content":758},[759],{"text":760,"type":58,"marks":761},"Country-specific tariffs—most notably on China—have surged, with Chinese imports now facing effective tariffs of up to 145% following retaliatory escalations.",[762],{"type":61,"attrs":763},{"color":63},{"type":102,"content":765},[766],{"type":54,"content":767},[768],{"text":769,"type":58,"marks":770},"Key trading partners including China, Canada, and the EU have condemned the move, and several have already implemented or announced retaliatory tariffs in response.",[771],{"type":61,"attrs":772},{"color":63},{"type":54,"content":774},[775],{"text":776,"type":58,"marks":777},"The economic impact is still unfolding, but early projections from the Tax Foundation suggest these tariffs could reduce U.S. GDP by as much as 1.9%, representing hundreds of billions of dollars in lost economic output and heightened supply chain uncertainty for businesses nationwide.",[778],{"type":61,"attrs":779},{"color":63},{"type":54,"content":781},[782,784],{"type":783},"hard_break",{"type":238,"attrs":785},{"id":786,"alt":241,"src":787,"title":241,"source":241,"copyright":241,"meta_data":788},21370872,"https://a.storyblok.com/f/297658/510x353/212f83f7a0/blog-graphic-trump-steel1.svg",{},{"type":66,"attrs":790,"content":791},{"level":68},[792],{"text":793,"type":58,"marks":794},"Key “Trump Tariffs” and Their Effects (April 2025 Update)",[795,796],{"type":74},{"type":61,"attrs":797},{"color":722},{"type":54},{"type":66,"attrs":800,"content":802},{"level":801},4,[803],{"text":804,"type":58,"marks":805},"1. Universal Tariff (Effective April 5)",[806],{"type":61,"attrs":807},{"color":63},{"type":99,"content":809},[810],{"type":102,"content":811},[812],{"type":54,"content":813},[814,819,825],{"text":815,"type":58,"marks":816},"A ",[817],{"type":61,"attrs":818},{"color":63},{"text":820,"type":58,"marks":821},"10% baseline tariff",[822,823],{"type":74},{"type":61,"attrs":824},{"color":63},{"text":826,"type":58,"marks":827}," now applies to nearly all imports into the U.S., marking the most extensive protectionist measure since the 1930s. ​",[828],{"type":61,"attrs":829},{"color":63},{"type":66,"attrs":831,"content":832},{"level":801},[833],{"text":834,"type":58,"marks":835},"2. Country-Specific Tariffs",[836],{"type":61,"attrs":837},{"color":63},{"type":54,"content":839},[840,845,851],{"text":841,"type":58,"marks":842},"On April 2, 2025, President Trump announced higher tariffs for certain countries, effective April 9. However, these were ",[843],{"type":61,"attrs":844},{"color":63},{"text":846,"type":58,"marks":847},"paused for 90 days",[848,849],{"type":74},{"type":61,"attrs":850},{"color":63},{"text":852,"type":58,"marks":853}," for all countries except China. ",[854],{"type":61,"attrs":855},{"color":63},{"type":99,"content":857},[858,884,910,935,956,980,1000,1024,1044,1067],{"type":102,"content":859},[860],{"type":54,"content":861},[862,868,873,879],{"text":863,"type":58,"marks":864},"China",[865,866],{"type":74},{"type":61,"attrs":867},{"color":63},{"text":869,"type":58,"marks":870},": Tariffs on Chinese imports have increased to an effective ",[871],{"type":61,"attrs":872},{"color":63},{"text":874,"type":58,"marks":875},"145%",[876,877],{"type":74},{"type":61,"attrs":878},{"color":63},{"text":880,"type":58,"marks":881},", following the escalation of trade tensions",[882],{"type":61,"attrs":883},{"color":63},{"type":102,"content":885},[886],{"type":54,"content":887},[888,894,899,905],{"text":889,"type":58,"marks":890},"European Union",[891,892],{"type":74},{"type":61,"attrs":893},{"color":63},{"text":895,"type":58,"marks":896},": Subject to a ",[897],{"type":61,"attrs":898},{"color":63},{"text":900,"type":58,"marks":901},"20% tariff",[902,903],{"type":74},{"type":61,"attrs":904},{"color":63},{"text":906,"type":58,"marks":907}," on imports",[908],{"type":61,"attrs":909},{"color":63},{"type":102,"content":911},[912],{"type":54,"content":913},[914,920,925,931],{"text":915,"type":58,"marks":916},"Vietnam",[917,918],{"type":74},{"type":61,"attrs":919},{"color":63},{"text":921,"type":58,"marks":922},": Facing a ",[923],{"type":61,"attrs":924},{"color":63},{"text":926,"type":58,"marks":927},"46% tariff",[928,929],{"type":74},{"type":61,"attrs":930},{"color":63},{"text":906,"type":58,"marks":932},[933],{"type":61,"attrs":934},{"color":63},{"type":102,"content":936},[937],{"type":54,"content":938},[939,945,950],{"text":940,"type":58,"marks":941},"Taiwan",[942,943],{"type":74},{"type":61,"attrs":944},{"color":63},{"text":946,"type":58,"marks":947},": Imports are now subject to a ",[948],{"type":61,"attrs":949},{"color":63},{"text":951,"type":58,"marks":952},"32% tariff",[953,954],{"type":74},{"type":61,"attrs":955},{"color":63},{"type":102,"content":957},[958],{"type":54,"content":959},[960,966,970,976],{"text":961,"type":58,"marks":962},"India",[963,964],{"type":74},{"type":61,"attrs":965},{"color":63},{"text":921,"type":58,"marks":967},[968],{"type":61,"attrs":969},{"color":63},{"text":971,"type":58,"marks":972},"26% tariff",[973,974],{"type":74},{"type":61,"attrs":975},{"color":63},{"text":906,"type":58,"marks":977},[978],{"type":61,"attrs":979},{"color":63},{"type":102,"content":981},[982],{"type":54,"content":983},[984,990,994],{"text":985,"type":58,"marks":986},"South Korea",[987,988],{"type":74},{"type":61,"attrs":989},{"color":63},{"text":946,"type":58,"marks":991},[992],{"type":61,"attrs":993},{"color":63},{"text":995,"type":58,"marks":996},"25% tariff",[997,998],{"type":74},{"type":61,"attrs":999},{"color":63},{"type":102,"content":1001},[1002],{"type":54,"content":1003},[1004,1010,1014,1020],{"text":1005,"type":58,"marks":1006},"Thailand",[1007,1008],{"type":74},{"type":61,"attrs":1009},{"color":63},{"text":921,"type":58,"marks":1011},[1012],{"type":61,"attrs":1013},{"color":63},{"text":1015,"type":58,"marks":1016},"36% tariff",[1017,1018],{"type":74},{"type":61,"attrs":1019},{"color":63},{"text":906,"type":58,"marks":1021},[1022],{"type":61,"attrs":1023},{"color":63},{"type":102,"content":1025},[1026],{"type":54,"content":1027},[1028,1034,1038],{"text":1029,"type":58,"marks":1030},"Switzerland",[1031,1032],{"type":74},{"type":61,"attrs":1033},{"color":63},{"text":946,"type":58,"marks":1035},[1036],{"type":61,"attrs":1037},{"color":63},{"text":1039,"type":58,"marks":1040},"31% tariff",[1041,1042],{"type":74},{"type":61,"attrs":1043},{"color":63},{"type":102,"content":1045},[1046],{"type":54,"content":1047},[1048,1054,1058,1063],{"text":1049,"type":58,"marks":1050},"Indonesia",[1051,1052],{"type":74},{"type":61,"attrs":1053},{"color":63},{"text":921,"type":58,"marks":1055},[1056],{"type":61,"attrs":1057},{"color":63},{"text":951,"type":58,"marks":1059},[1060,1061],{"type":74},{"type":61,"attrs":1062},{"color":63},{"text":906,"type":58,"marks":1064},[1065],{"type":61,"attrs":1066},{"color":63},{"type":102,"content":1068},[1069],{"type":54,"content":1070},[1071,1077,1082,1088],{"text":1072,"type":58,"marks":1073},"Brazil and the United Kingdom",[1074,1075],{"type":74},{"type":61,"attrs":1076},{"color":63},{"text":1078,"type":58,"marks":1079},": Each facing a ",[1080],{"type":61,"attrs":1081},{"color":63},{"text":1083,"type":58,"marks":1084},"10% tariff",[1085,1086],{"type":74},{"type":61,"attrs":1087},{"color":63},{"text":906,"type":58,"marks":1089},[1090],{"type":61,"attrs":1091},{"color":63},{"type":66,"attrs":1093,"content":1094},{"level":801},[1095],{"text":1096,"type":58,"marks":1097},"3. Steel and Aluminum Tariffs",[1098],{"type":61,"attrs":1099},{"color":63},{"type":99,"content":1101},[1102],{"type":102,"content":1103},[1104],{"type":54,"content":1105},[1106,1111,1117],{"text":1107,"type":58,"marks":1108},"As of March 12, 2025, ",[1109],{"type":61,"attrs":1110},{"color":63},{"text":1112,"type":58,"marks":1113},"25% tariffs",[1114,1115],{"type":74},{"type":61,"attrs":1116},{"color":63},{"text":1118,"type":58,"marks":1119}," have been reinstated on all steel and aluminum imports, ending previous exemptions and agreements. ​",[1120],{"type":61,"attrs":1121},{"color":63},{"type":66,"attrs":1123,"content":1124},{"level":801},[1125],{"text":1126,"type":58,"marks":1127},"4. Automobile Tariffs",[1128],{"type":61,"attrs":1129},{"color":63},{"type":99,"content":1131},[1132],{"type":102,"content":1133},[1134],{"type":54,"content":1135},[1136,1140,1145],{"text":815,"type":58,"marks":1137},[1138],{"type":61,"attrs":1139},{"color":63},{"text":995,"type":58,"marks":1141},[1142,1143],{"type":74},{"type":61,"attrs":1144},{"color":63},{"text":1146,"type":58,"marks":1147}," has been imposed on all imported automobiles.",[1148],{"type":61,"attrs":1149},{"color":63},{"type":66,"attrs":1151,"content":1152},{"level":801},[1153],{"text":1154,"type":58,"marks":1155},"5. Consumer Goods Tariffs",[1156],{"type":61,"attrs":1157},{"color":63},{"type":99,"content":1159},[1160],{"type":102,"content":1161},[1162],{"type":54,"content":1163},[1164,1169,1174],{"text":1165,"type":58,"marks":1166},"A blanket ",[1167],{"type":61,"attrs":1168},{"color":63},{"text":1083,"type":58,"marks":1170},[1171,1172],{"type":74},{"type":61,"attrs":1173},{"color":63},{"text":1175,"type":58,"marks":1176}," affects a wide range of imported consumer goods, including electronics, clothing, and home goods. ​",[1177],{"type":61,"attrs":1178},{"color":63},{"type":66,"attrs":1180,"content":1181},{"level":801},[1182],{"text":1183,"type":58,"marks":1184},"6. Pharmaceuticals and Semiconductors",[1185],{"type":61,"attrs":1186},{"color":63},{"type":99,"content":1188},[1189],{"type":102,"content":1190},[1191],{"type":54,"content":1192},[1193,1198,1204],{"text":1194,"type":58,"marks":1195},"New tariffs are being considered for pharmaceuticals and semiconductors, with potential rates of ",[1196],{"type":61,"attrs":1197},{"color":63},{"text":1199,"type":58,"marks":1200},"25%",[1201,1202],{"type":74},{"type":61,"attrs":1203},{"color":63},{"text":1205,"type":58,"marks":1206},", as part of efforts to bolster domestic production in these critical sectors. ​",[1207],{"type":61,"attrs":1208},{"color":63},{"type":54,"content":1210},[1211],{"text":1212,"type":58,"marks":1213},"These tariffs have significant implications for global trade, supply chains, and consumer prices. Businesses and consumers alike are advised to stay informed and prepare for potential cost increases and market adjustments.",[1214],{"type":61,"attrs":1215},{"color":63},{"type":54},{"type":66,"attrs":1218,"content":1219},{"level":68},[1220],{"text":1221,"type":58,"marks":1222},"Are “Trump Tariffs” Still in Place?",[1223,1224],{"type":74},{"type":61,"attrs":1225},{"color":722},{"type":54,"content":1227},[1228],{"text":1229,"type":58,"marks":1230},"Yes — and they’ve been significantly expanded. While some earlier tariffs were temporarily paused during negotiations, the April 2, 2025 \"Liberation Day\" announcement marked a full-scale reintroduction and escalation of tariff measures.",[1231],{"type":61,"attrs":1232},{"color":63},{"type":54,"content":1234},[1235],{"text":1236,"type":58,"marks":1237},"As of now, the 10% universal tariff on nearly all imports is active, along with higher country-specific tariffs that, in some cases—like China—have climbed to 145%. These measures are already triggering widespread impacts across the manufacturing, logistics, retail, and technology sectors.",[1238],{"type":61,"attrs":1239},{"color":63},{"type":54,"content":1241},[1242],{"text":1243,"type":58,"marks":1244},"Although a 90-day suspension was granted to most countries (excluding China) to allow for bilateral negotiations, there’s no guarantee that relief or exemptions will follow. In fact, many U.S. businesses are already reporting increased costs and longer lead times as suppliers adjust pricing or reroute shipments to avoid affected trade lanes.",[1245],{"type":61,"attrs":1246},{"color":63},{"type":54,"content":1248},[1249],{"text":1250,"type":58,"marks":1251},"Companies that delay adaptation—hoping for policy reversals or trade deals—risk severe disruptions to their supply chains and significant margin pressure. Businesses should treat the tariffs as a long-term operational reality and begin implementing risk mitigation strategies now.",[1252],{"type":61,"attrs":1253},{"color":63},{"type":54},{"type":66,"attrs":1256,"content":1257},{"level":68},[1258],{"text":1259,"type":58,"marks":1260},"How Will “Trump Tariffs” Impact Global Supply Chains?",[1261,1262],{"type":74},{"type":61,"attrs":1263},{"color":722},{"type":54,"content":1265},[1266],{"text":1267,"type":58,"marks":1268},"Trump’s tariffs aim to localise production by making international sourcing more expensive. But the result is a dramatic increase in complexity and cost for businesses with global operations.",[1269],{"type":61,"attrs":1270},{"color":63},{"type":54,"content":1272},[1273],{"text":1274,"type":58,"marks":1275},"Companies that depend on raw materials or low-cost foreign manufacturing are especially vulnerable. The tariffs will force many organisations to overhaul sourcing strategies, leading to higher input prices, longer lead times, and strained supplier relationships.",[1276],{"type":61,"attrs":1277},{"color":63},{"type":54,"content":1279},[1280],{"text":1281,"type":58,"marks":1282},"Common disruptions include:",[1283],{"type":61,"attrs":1284},{"color":63},{"type":99,"content":1286},[1287,1302,1317],{"type":102,"content":1288},[1289],{"type":54,"content":1290},[1291,1297],{"text":1292,"type":58,"marks":1293},"Raw Material Cost Increases",[1294,1295],{"type":74},{"type":61,"attrs":1296},{"color":63},{"text":1298,"type":58,"marks":1299},": Tariff hikes on steel, aluminium, and other base materials can severely impact production costs.",[1300],{"type":61,"attrs":1301},{"color":63},{"type":102,"content":1303},[1304],{"type":54,"content":1305},[1306,1312],{"text":1307,"type":58,"marks":1308},"Manufacturing Shifts",[1309,1310],{"type":74},{"type":61,"attrs":1311},{"color":63},{"text":1313,"type":58,"marks":1314},": Some businesses will return to US-based production, creating domestic supply bottlenecks.",[1315],{"type":61,"attrs":1316},{"color":63},{"type":102,"content":1318},[1319],{"type":54,"content":1320},[1321,1327],{"text":1322,"type":58,"marks":1323},"Loss of Reliable Suppliers",[1324,1325],{"type":74},{"type":61,"attrs":1326},{"color":63},{"text":1328,"type":58,"marks":1329},": New trade barriers and tariffs may force businesses to abandon trusted international partners.",[1330],{"type":61,"attrs":1331},{"color":63},{"type":54,"content":1333},[1334,1339],{"type":238,"attrs":1335},{"id":1336,"alt":241,"src":1337,"title":241,"source":241,"copyright":241,"meta_data":1338},21370876,"https://a.storyblok.com/f/297658/510x353/ab6b092305/blog-graphic-trump-steel2.svg",{},{"text":1340,"type":58},"  ",{"type":66,"attrs":1342,"content":1343},{"level":68},[1344],{"text":1345,"type":58,"marks":1346},"What Industries Will “Trump Tariffs” Impact Most?",[1347,1348],{"type":74},{"type":61,"attrs":1349},{"color":722},{"type":54,"content":1351},[1352],{"text":1353,"type":58,"marks":1354},"Industries with heavy international dependencies are at the highest risk. These include:",[1355],{"type":61,"attrs":1356},{"color":63},{"type":99,"content":1358},[1359,1374,1389,1404],{"type":102,"content":1360},[1361],{"type":54,"content":1362},[1363,1369],{"text":1364,"type":58,"marks":1365},"Electronics",[1366,1367],{"type":74},{"type":61,"attrs":1368},{"color":63},{"text":1370,"type":58,"marks":1371},": Tariffs on semiconductors and Chinese components will inflate costs.",[1372],{"type":61,"attrs":1373},{"color":63},{"type":102,"content":1375},[1376],{"type":54,"content":1377},[1378,1384],{"text":1379,"type":58,"marks":1380},"Clothing and Retail",[1381,1382],{"type":74},{"type":61,"attrs":1383},{"color":63},{"text":1385,"type":58,"marks":1386},": Tariffs on low-cost manufacturing sources will drive prices up.",[1387],{"type":61,"attrs":1388},{"color":63},{"type":102,"content":1390},[1391],{"type":54,"content":1392},[1393,1399],{"text":1394,"type":58,"marks":1395},"Automotive",[1396,1397],{"type":74},{"type":61,"attrs":1398},{"color":63},{"text":1400,"type":58,"marks":1401},": Vehicles and car parts are affected at multiple stages in the supply chain.",[1402],{"type":61,"attrs":1403},{"color":63},{"type":102,"content":1405},[1406],{"type":54,"content":1407},[1408,1414],{"text":1409,"type":58,"marks":1410},"Consumer Goods",[1411,1412],{"type":74},{"type":61,"attrs":1413},{"color":63},{"text":1415,"type":58,"marks":1416},": Broad tariffs affect everything from appliances to packaged food.",[1417],{"type":61,"attrs":1418},{"color":63},{"type":54},{"type":66,"attrs":1421,"content":1422},{"level":68},[1423],{"text":1424,"type":58,"marks":1425},"How Can “Trump Tariffs” Affect Your Business Costs?",[1426,1427],{"type":74},{"type":61,"attrs":1428},{"color":722},{"type":54,"content":1430},[1431],{"text":1432,"type":58,"marks":1433},"Higher import taxes are directly increasing business costs across nearly every industry. For SMEs and mid-size enterprises, the impact can be especially severe—many are unable to absorb the added costs without either raising prices for consumers or sacrificing profit margins.",[1434],{"type":61,"attrs":1435},{"color":63},{"type":54,"content":1437},[1438],{"text":1439,"type":58,"marks":1440},"New real-world examples are already emerging. In California, Bad Hombre Importing reports a 25% cost increase due to tariffs on liquor imports from Mexico. And now, with the 10% universal tariff and additional country-specific surcharges—some exceeding 100%—small importers are facing an even steeper climb.",[1441],{"type":61,"attrs":1442},{"color":63},{"type":54,"content":1444},[1445],{"text":1446,"type":58,"marks":1447},"In the tech sector, U.S.-based hardware startups sourcing components from Taiwan and Vietnam are reporting double-digit cost jumps. In retail, clothing brands are seeing logistics delays and pricing instability as suppliers reroute shipments to avoid steep tariffs from affected countries.",[1448],{"type":61,"attrs":1449},{"color":63},{"type":54,"content":1451},[1452],{"text":1453,"type":58,"marks":1454},"These disruptions aren’t limited to importers alone. Businesses that rely on foreign-made machinery, consumer electronics, or packaged goods will feel downstream effects through price volatility, delivery delays, and supplier re-contracting.",[1455],{"type":61,"attrs":1456},{"color":63},{"type":54,"content":1458},[1459],{"text":1460,"type":58,"marks":1461},"Waiting is no longer an option. Companies must assess their supply chains immediately, model tariff exposure, and take proactive steps to protect margins and maintain competitiveness.",[1462],{"type":61,"attrs":1463},{"color":63},{"type":54},{"type":66,"attrs":1466,"content":1467},{"level":68},[1468],{"text":1469,"type":58,"marks":1470},"Practical Tips for Managing Tariff Impacts",[1471,1472],{"type":74},{"type":61,"attrs":1473},{"color":722},{"type":54,"content":1475},[1476],{"text":1477,"type":58,"marks":1478},"Now more than ever, businesses must act quickly to protect their operations:",[1479],{"type":61,"attrs":1480},{"color":63},{"type":99,"content":1482},[1483,1498,1513,1528],{"type":102,"content":1484},[1485],{"type":54,"content":1486},[1487,1493],{"text":1488,"type":58,"marks":1489},"Diversify your supplier base",[1490,1491],{"type":74},{"type":61,"attrs":1492},{"color":63},{"text":1494,"type":58,"marks":1495}," to avoid relying on high-risk countries.",[1496],{"type":61,"attrs":1497},{"color":63},{"type":102,"content":1499},[1500],{"type":54,"content":1501},[1502,1508],{"text":1503,"type":58,"marks":1504},"Secure local or nearshore suppliers",[1505,1506],{"type":74},{"type":61,"attrs":1507},{"color":63},{"text":1509,"type":58,"marks":1510}," to reduce customs costs and delivery times.",[1511],{"type":61,"attrs":1512},{"color":63},{"type":102,"content":1514},[1515],{"type":54,"content":1516},[1517,1523],{"text":1518,"type":58,"marks":1519},"Engage with Free Trade Agreements (FTAs)",[1520,1521],{"type":74},{"type":61,"attrs":1522},{"color":63},{"text":1524,"type":58,"marks":1525}," to find more favorable trade routes.",[1526],{"type":61,"attrs":1527},{"color":63},{"type":102,"content":1529},[1530],{"type":54,"content":1531},[1532,1538],{"text":1533,"type":58,"marks":1534},"Use real-time analytics",[1535,1536],{"type":74},{"type":61,"attrs":1537},{"color":63},{"text":1539,"type":58,"marks":1540}," to monitor costs, risks, and supplier viability.",[1541],{"type":61,"attrs":1542},{"color":63},{"type":54},{"type":66,"attrs":1545,"content":1546},{"level":325},[1547],{"text":1548,"type":58,"marks":1549},"Why You Need to Act Now",[1550,1551],{"type":74},{"type":61,"attrs":1552},{"color":722},{"type":54,"content":1554},[1555],{"text":1556,"type":58,"marks":1557},"The scope and speed of the new Trump-era tariffs have left many businesses scrambling. These aren’t incremental changes—they represent a structural shift in how global trade with the U.S. operates. The effects go far beyond import duties, rippling across pricing strategies, inventory planning, production cycles, and consumer behavior.",[1558],{"type":61,"attrs":1559},{"color":63},{"type":54,"content":1561},[1562],{"text":1563,"type":58,"marks":1564},"International response has been swift and severe. Canada called the tariffs a “tragedy” and is moving forward with retaliatory measures. China has already escalated tariffs on U.S. exports to as high as 145%, while the EU is evaluating reciprocal actions. These moves put American exporters at just as much risk as importers.",[1565],{"type":61,"attrs":1566},{"color":63},{"type":54,"content":1568},[1569],{"text":1570,"type":58,"marks":1571},"For U.S. businesses, this is no longer a theoretical concern. It’s a cost and continuity crisis. Companies now face not only higher prices on incoming goods, but also restricted access to key foreign markets due to retaliation.",[1572],{"type":61,"attrs":1573},{"color":63},{"type":54,"content":1575},[1576,1581],{"text":1577,"type":58,"marks":1578},"Waiting is no longer a viable strategy. Businesses must shift from reactive firefighting to proactive planning—starting with clear supply chain visibility, tariff exposure modeling, and contingency sourcing strategies to stay competitive in an unpredictable landscape.",[1579],{"type":61,"attrs":1580},{"color":63},{"type":783},"Posted April 22, 2025 • 9 min read",{"_uid":1584,"title":1585,"plugin":647,"og_image":1586,"og_title":1587,"description":1588,"twitter_image":241,"twitter_title":241,"og_description":1588,"twitter_description":241},"a81803de-5243-4f16-8999-cedf87280014","Trump’s 2025 Tariffs: Impact on Global Supply Chains","https://a.storyblok.com/f/297658/8240x3680/dfcc98304b/trump-tariffs.jpeg","Trump’s 2025 Tariffs: What ‘Liberation Day’ Means for Global Supply Chains","With Trump’s 2025 tariffs reaching 145% on some imports, global supply chains face major disruption. Discover the impact on supply chains and strategies for resilience.","9 min read",{"id":1591,"alt":241,"name":241,"focus":241,"title":241,"source":241,"filename":1586,"copyright":241,"fieldtype":654,"meta_data":1592,"is_external_url":11},21370877,{},[],[1595,1978,2508],{"name":1596,"created_at":1597,"published_at":1598,"updated_at":1599,"id":1600,"uuid":1601,"content":1602,"slug":1964,"full_slug":1965,"sort_by_date":1966,"position":1967,"tag_list":1968,"is_startpage":11,"parent_id":1969,"meta_data":29,"group_id":1970,"first_published_at":1971,"release_id":29,"lang":35,"path":29,"alternates":1972,"default_full_slug":1965,"translated_slugs":1973,"_stopResolving":43},"Semiconductor Exposure: Overcoming the Taiwan Complex","2026-04-22T12:26:55.018Z","2026-06-03T12:55:46.473Z","2026-06-03T12:55:46.494Z",168637296828426,"2d86c22f-40c4-4e5b-96d3-a401e129d3ba",{"big":11,"_uid":1603,"type":1604,"pinned":11,"section":1605,"tagline":1946,"metatags":1947,"overline":650,"component":651,"thumbnail":1951,"additional_seo":1956,"related_articles":1957,"footer_cta_text_alt":1961},"43d1daf6-9e44-4ad4-a10c-e756b640a4e2",[20],[1606],{"_uid":1607,"title":1596,"content":1608,"subtitle":241,"component":643},"98eb847b-2e19-47ed-9eff-03c0bd068454",[1609],{"_uid":1610,"is_big":11,"content":1611,"component":642},"8c77d545-5076-4cf8-a710-fa5e9c132d99",{"type":51,"content":1612},[1613,1620,1639,1641,1672,1677,1682,1687,1689,1696,1701,1709,1710,1717,1722,1727,1732,1737,1748,1749,1756,1761,1768,1773,1780,1785,1792,1798,1800,1807,1812,1819,1824,1831,1836,1843,1848,1853,1858,1860,1867,1924,1925,1932,1937],{"type":54,"attrs":1614,"content":1615},{"textAlign":29},[1616],{"text":1617,"type":58,"marks":1618},"If your company relies on semiconductors, your exposure begins upstream — and your resilience programme is likely incomplete. ",[1619],{"type":74},{"type":54,"attrs":1621,"content":1622},{"textAlign":29},[1623,1627,1629],{"text":1624,"type":58,"marks":1625},"Get full access to the report:",[1626],{"type":74},{"text":1628,"type":58}," ",{"text":1630,"type":58,"marks":1631},"Download the Taiwan Complex",[1632],{"type":1633,"attrs":1634},"link",{"href":1635,"uuid":1636,"anchor":29,"target":1637,"linktype":1638},"/the-taiwan-complex","868aa080-2cee-4452-8b3f-3cdffee5a6ca","_self","story",{"type":54,"attrs":1640},{"textAlign":29},{"type":54,"attrs":1642,"content":1643},{"textAlign":29},[1644,1646,1653,1655,1662,1663,1670],{"text":1645,"type":58},"This is the final installment in our series on understanding the Taiwan Complex. So far we have discussed the problem with ",{"text":1647,"type":58,"marks":1648},"how we think about semiconductor risk",[1649],{"type":1633,"attrs":1650},{"href":1651,"uuid":1652,"anchor":29,"target":1637,"linktype":1638},"/articles/understanding-semiconductor-supply-chains","6cf0b06e-7d28-4419-99d4-d46cdb5aaea6",{"text":1654,"type":58},", ",{"text":1656,"type":58,"marks":1657},"how to better understand upstream disruption",[1658],{"type":1633,"attrs":1659},{"href":1660,"uuid":1661,"anchor":29,"target":1637,"linktype":1638},"/articles/semiconductor-points-of-failure","5fcedde6-4d95-43d0-8a74-b80244d878ab",{"text":1654,"type":58},{"text":1664,"type":58,"marks":1665},"which companies actually control chip availability",[1666],{"type":1633,"attrs":1667},{"href":1668,"uuid":1669,"anchor":29,"target":1637,"linktype":1638},"/articles/the-21-companies-that-control-global-chip-supply","53b13c3a-c3ff-4e73-813c-88aa8576eb25",{"text":1671,"type":58},", and the five most likely reasons for disruption to occur. ",{"type":54,"attrs":1673,"content":1674},{"textAlign":29},[1675],{"text":1676,"type":58},"Now we are examining the most important question yet: what can you do about it?",{"type":54,"attrs":1678,"content":1679},{"textAlign":29},[1680],{"text":1681,"type":58},"Awareness of systemic risk is not a resilience strategy. Most organisations now understand that semiconductor supply chains are fragile and upstream-concentrated. Far fewer have translated that understanding into action by mapping their specific exposure, modelling how disruption would travel through their network and identifying which mitigation levers are actually available to them.",{"type":54,"attrs":1683,"content":1684},{"textAlign":29},[1685],{"text":1686,"type":58},"Here are some practical steps organisations must take to move from risk awareness to a comprehensive, proactive semiconductor resilience strategy.",{"type":1688},"horizontal_rule",{"type":66,"attrs":1690,"content":1691},{"level":68,"textAlign":29},[1692],{"text":1693,"type":58,"marks":1694},"What is the Taiwan Complex?",[1695],{"type":74},{"type":54,"attrs":1697,"content":1698},{"textAlign":29},[1699],{"text":1700,"type":58},"The Taiwan Complex is the tendency to reduce semiconductor supply chain risk to a single geography or crisis scenario. It simplifies a deeply interconnected system into one imagined point of failure, while overlooking upstream chokepoints across materials, equipment, wafer production and downstream processing.",{"type":54,"attrs":1702,"content":1703},{"textAlign":29},[1704],{"text":1705,"type":58,"marks":1706},"Download the report to learn more",[1707],{"type":1633,"attrs":1708},{"href":1635,"uuid":1636,"anchor":29,"target":1637,"linktype":1638},{"type":1688},{"type":66,"attrs":1711,"content":1712},{"level":68,"textAlign":29},[1713],{"text":1714,"type":58,"marks":1715},"Why awareness isn't enough",[1716],{"type":74},{"type":54,"attrs":1718,"content":1719},{"textAlign":29},[1720],{"text":1721,"type":58},"The risk conversation around semiconductors has matured considerably in recent years. Geopolitical tension, pandemic-era shortages and the CHIPS Act have all pushed semiconductor supply chain risk to the top of the agenda for procurement and logistics teams.",{"type":54,"attrs":1723,"content":1724},{"textAlign":29},[1725],{"text":1726,"type":58},"But maturity in the conversation has not always translated into maturity in the response. For many organisations, risk mitigation still means mapping Tier-1 supplier relationships, monitoring Taiwan Strait developments and maintaining slightly larger component inventories. And while these are all reasonable steps, they are not sufficient.",{"type":54,"attrs":1728,"content":1729},{"textAlign":29},[1730],{"text":1731,"type":58},"The reason is structural. As we showed in our analysis of the five upstream chokepoints, the most consequential points of failure sit well beyond Tier 1. A company may source from three different chip manufacturers across two continents and still share the same upstream dependency on a single HPQ deposit in Spruce Pine, North Carolina, or the same ASML lithography equipment that every advanced fab in the world relies on. Supplier diversification at the visible layer of the supply chain does not eliminate concentration at the layer beneath it.",{"type":54,"attrs":1733,"content":1734},{"textAlign":29},[1735],{"text":1736,"type":58},"Closing that gap requires a different kind of analysis and a deliberate shift from monitoring risk to managing it.",{"type":54,"attrs":1738,"content":1739},{"textAlign":29},[1740,1741],{"type":783},{"type":238,"attrs":1742},{"id":1743,"alt":1744,"src":1745,"title":1746,"source":241,"copyright":241,"meta_data":1747},163268436227271,"Map view of supplier and supply chain concentration for the semiconductor industry.","https://a.storyblok.com/f/297658/1355x512/3b35c30ece/taiwan-complex-supply-chain-concentration-for-the-semiconductor-industry.png","The Taiwan Complex - Map View",{"alt":1744,"title":1746,"source":241,"copyright":241},{"type":1688},{"type":66,"attrs":1750,"content":1751},{"level":68,"textAlign":29},[1752],{"text":1753,"type":58,"marks":1754},"Three questions that define your resilience posture",[1755],{"type":74},{"type":54,"attrs":1757,"content":1758},{"textAlign":29},[1759],{"text":1760,"type":58},"Moving from awareness to action starts with being able to answer three questions. Few organisations can answer all three with the specificity that a strong resilience strategy requires.",{"type":54,"attrs":1762,"content":1763},{"textAlign":29},[1764],{"text":1765,"type":58,"marks":1766},"1. Where does your exposure actually sit?",[1767],{"type":74},{"type":54,"attrs":1769,"content":1770},{"textAlign":29},[1771],{"text":1772,"type":58},"How well do you understand your upstream network, especially along the five chokepoint areas? This knowledge matters because diversification that looks meaningful at Tier 1 can collapse entirely two or three tiers up. A company sourcing from multiple chip manufacturers across different geographies may still share a single dependency on one HPQ deposit or one class of lithography equipment. If your exposure analysis stops at direct suppliers, you are still missing where risk actually concentrates.",{"type":54,"attrs":1774,"content":1775},{"textAlign":29},[1776],{"text":1777,"type":58,"marks":1778},"2. How would a disruption travel through your network?",[1779],{"type":74},{"type":54,"attrs":1781,"content":1782},{"textAlign":29},[1783],{"text":1784,"type":58},"Semiconductor disruptions can be difficult to detect, disguised as allocation decisions, extended lead times or qualification bottlenecks. Our analysis found that chokepoint events last a median of 243 days, compared to four for port disruptions. The organisations that manage this well have modelled the propagation path in advance: which nodes connect to which programmes, over what timeframe and which revenues are in the path when disruption hits.",{"type":54,"attrs":1786,"content":1787},{"textAlign":29},[1788],{"text":1789,"type":58,"marks":1790},"3. Which mitigation levers are actually available to you?",[1791],{"type":74},{"type":54,"attrs":1793,"content":1794},{"textAlign":29},[1795,1797],{"text":1796,"type":58},"Not all exposure can be mitigated in the same way, and some chokepoints (EUV lithography, HPQ supply) offer very limited options regardless of how much you may try to diversify. The strategic question is whether to build buffer inventory, qualify alternative suppliers, redesign around constraints or invest in early warning capability. Matching the right lever to the right risk type is what separates a resilience strategy from a risk register.",{"type":783},{"type":54,"attrs":1799},{"textAlign":29},{"type":66,"attrs":1801,"content":1802},{"level":68,"textAlign":29},[1803],{"text":1804,"type":58,"marks":1805},"From exposure to strategy: a three-step framework",[1806],{"type":74},{"type":54,"attrs":1808,"content":1809},{"textAlign":29},[1810],{"text":1811,"type":58},"The most persistent gap in semiconductor resilience planning is a structural mismatch between where organisations focus their attention and where risk actually concentrates. The events that cause the greatest operational damage are rarely the ones we anticipate. A resilience programme built only around known risks is, by definition, incomplete. What distinguishes the organisations that navigate disruption well is their structured understanding of exposure before it arrived. Here’s how they do it:",{"type":54,"attrs":1813,"content":1814},{"textAlign":29},[1815],{"text":1816,"type":58,"marks":1817},"Step 1: Quantify business impact",[1818],{"type":74},{"type":54,"attrs":1820,"content":1821},{"textAlign":29},[1822],{"text":1823,"type":58},"Before mapping suppliers, organisations need to understand which of them actually matter. The most reliable method is Bill of Materials linkage, connecting each supplier directly to the products, programmes and customers they serve. Where BOM data is unavailable or incomplete, spend data can serve as a proxy. The outcome is a clear, prioritised view of which nodes in your supply chain carry real commercial consequence, and which represent acceptable risk.",{"type":54,"attrs":1825,"content":1826},{"textAlign":29},[1827],{"text":1828,"type":58,"marks":1829},"Step 2: Analyse the critical areas",[1830],{"type":74},{"type":54,"attrs":1832,"content":1833},{"textAlign":29},[1834],{"text":1835,"type":58},"Once critical suppliers and commodities are identified, the analysis must work at two levels simultaneously. At the macro level, the focus is on raw material availability, production capacity, price trends and geographic concentration. At the micro level, it is on the operational and financial health of specific entities and their exposure to local hazards, infrastructure risk, ESG pressure and financial stress.",{"type":54,"attrs":1837,"content":1838},{"textAlign":29},[1839],{"text":1840,"type":58,"marks":1841},"Step 3: Map chokepoints through Tier-N visibility",[1842],{"type":74},{"type":54,"attrs":1844,"content":1845},{"textAlign":29},[1846],{"text":1847,"type":58},"Identifying your real exposure requires tracing your supply network beyond direct suppliers — through Tier-2, Tier-3 and further upstream where necessary. The goal is to understand where concentration actually sits, which of your suppliers share the same upstream dependencies and how a disruption at any one node would cascade through to your operations. This is the layer of the supply chain where the five chokepoints live. It is also the layer that most organisations have never systematically mapped.",{"type":54,"attrs":1849,"content":1850},{"textAlign":29},[1851],{"text":1852,"type":58},"With this foundation, organisations can move from generic risk narratives to precise statements: which fabs serve which programmes, which of those fabs share upstream dependencies on HPQ or EUV equipment and what a disruption at any of those nodes would mean for specific product lines and customer commitments. ",{"type":54,"attrs":1854,"content":1855},{"textAlign":29},[1856],{"text":1857,"type":58},"Overcoming the Taiwan Complex means developing a resilience strategy that holds under real disruption. That starts with understanding what matters most to your business and working upstream from there.",{"type":54,"attrs":1859},{"textAlign":29},{"type":66,"attrs":1861,"content":1862},{"level":68,"textAlign":29},[1863],{"text":1864,"type":58,"marks":1865},"Key takeaways for overcoming the Taiwan Complex",[1866],{"type":74},{"type":99,"content":1868},[1869,1880,1891,1902,1913],{"type":102,"content":1870},[1871],{"type":54,"attrs":1872,"content":1873},{"textAlign":29},[1874,1878],{"text":1875,"type":58,"marks":1876},"Map your exposure beyond Tier 1. ",[1877],{"type":74},{"text":1879,"type":58},"Identify where your supply network touches the five upstream chokepoints and how many of your suppliers converge on the same nodes.",{"type":102,"content":1881},[1882],{"type":54,"attrs":1883,"content":1884},{"textAlign":29},[1885,1889],{"text":1886,"type":58,"marks":1887},"Model disruption impact by programme and product line, not just by supplier. ",[1888],{"type":74},{"text":1890,"type":58},"Know which revenues are most vulnerable and how quickly a chokepoint event would reach your operations.",{"type":102,"content":1892},[1893],{"type":54,"attrs":1894,"content":1895},{"textAlign":29},[1896,1900],{"text":1897,"type":58,"marks":1898},"Match mitigation to risk type.",[1899],{"type":74},{"text":1901,"type":58}," Buffer inventory, early warning monitoring, supplier qualification and conscious risk acceptance are not interchangeable. The wrong lever applied to the right risk offers little real protection.",{"type":102,"content":1903},[1904],{"type":54,"attrs":1905,"content":1906},{"textAlign":29},[1907,1911],{"text":1908,"type":58,"marks":1909},"Do not skip steps. ",[1910],{"type":74},{"text":1912,"type":58},"Mitigation decisions made without prior exposure mapping and impact modelling are built on incomplete foundations, however sophisticated they appear.",{"type":102,"content":1914},[1915],{"type":54,"attrs":1916,"content":1917},{"textAlign":29},[1918,1922],{"text":1919,"type":58,"marks":1920},"Invest in upstream monitoring now. ",[1921],{"type":74},{"text":1923,"type":58},"Early warning capability compounds in value over time. The organisations with visibility into material supplier stress, equipment allocation trends and chokepoint-level signals today will be better positioned when the next disruption occurs.",{"type":1688},{"type":66,"attrs":1926,"content":1927},{"level":325,"textAlign":29},[1928],{"text":1929,"type":58,"marks":1930},"Get your copy of The Taiwan Complex",[1931],{"type":74},{"type":54,"attrs":1933,"content":1934},{"textAlign":29},[1935],{"text":1936,"type":58},"The full report is available to download now. 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This leads to slow capacity expansion and lengthy qualification cycles with high switching costs.",{"type":54,"attrs":2608},{"textAlign":29},{"type":54,"attrs":2610,"content":2611},{"textAlign":29},[2612],{"text":2613,"type":58,"marks":2614},"Efficiency amplifies vulnerability",[2615],{"type":74},{"type":54,"attrs":2617,"content":2618},{"textAlign":29},[2619],{"text":2620,"type":58},"This structure delivers scale and performance under stable conditions, but it also concentrates risk. When disruption affects one of these critical steps, output is constrained across the system, regardless of how diversified downstream sourcing may appear.",{"type":54,"attrs":2622},{"textAlign":29},{"type":54,"attrs":2624,"content":2625},{"textAlign":29},[2626],{"text":2627,"type":58,"marks":2628},"Risk concentrates at the system level",[2629],{"type":74},{"type":54,"attrs":2631,"content":2632},{"textAlign":29},[2633],{"text":2634,"type":58},"Semiconductor disruption does not propagate supplier by supplier or country by country. It spreads through shared dependencies on materials, equipment, production nodes and supporting infrastructure. Once pressure reaches these points, mitigation options narrow quickly and competition for capacity intensifies across industries.",{"type":54,"attrs":2636,"content":2637},{"textAlign":29},[2638,2643],{"type":238,"attrs":2639},{"id":2640,"alt":241,"src":2641,"title":241,"source":241,"copyright":241,"meta_data":2642},153105674305232,"https://a.storyblok.com/f/297658/1780x1414/f4c1483dc2/blog-post-2-map-illustration-full-size.png",{},{"text":2644,"type":58,"marks":2645},"Figure: Map of 21 firms by production step and market share.",[2646],{"type":250},{"type":1688},{"type":66,"attrs":2649,"content":2650},{"level":68,"textAlign":29},[2651],{"text":2652,"type":58,"marks":2653},"The 21 companies that actually control global chip supply",[2654],{"type":74},{"type":54,"attrs":2656,"content":2657},{"textAlign":29},[2658],{"text":2659,"type":58},"Our analysis shows that just 21 companies dominate critical positions across the semiconductor production chain. Each holds a decisive position in materials, equipment, wafer fabrication or assembly and packaging. ",{"type":54,"attrs":2661,"content":2662},{"textAlign":29},[2663],{"text":2664,"type":58},"Their importance is shaped not only by what they produce but by where they operate. Advanced fabrication capacity is concentrated in East Asia. Key materials suppliers are largely based in Japan and parts of Europe. Critical manufacturing equipment is produced in a small number of highly localised facilities, and assembly and packaging capacity is clustered across Southeast Asia. ",{"type":54,"attrs":2666,"content":2667},{"textAlign":29},[2668],{"text":2669,"type":58},"Because these companies cluster geographically and share upstream dependencies, disruption is often shared, leading to constraints across multiple production stages at once.",{"type":54,"attrs":2671},{"textAlign":29},{"type":66,"attrs":2673,"content":2674},{"level":325,"textAlign":29},[2675],{"text":2676,"type":58,"marks":2677},"Raw materials",[2678],{"type":74},{"type":54,"attrs":2680,"content":2681},{"textAlign":29},[2682],{"text":2683,"type":58,"marks":2684},"Dominant companies",[2685],{"type":74},{"type":54,"attrs":2687,"content":2688},{"textAlign":29},[2689],{"text":2690,"type":58},"Shin-Etsu, Sumco, Siltronic, SK Siltron, Sibelco, TQC, Sumitomo Electric, Mersen",{"type":54,"attrs":2692,"content":2693},{"textAlign":29},[2694],{"text":2695,"type":58},"Semiconductor production starts with materials that must meet exceptionally tight specifications. At this stage, small deviations in purity or consistency can affect yields across entire fabrication processes. Our research shows that this layer is already highly concentrated, long before chips enter a fab.",{"type":54,"attrs":2697,"content":2698},{"textAlign":29},[2699],{"text":2700,"type":58},"Only a small number of suppliers can deliver semiconductor-grade silicon, quartz and advanced ceramics at the required scale and consistency. As a result, material shortages often cap production before fabrication issues become visible, making this one of the earliest but least transparent sources of risk.",{"type":54,"attrs":2702},{"textAlign":29},{"type":66,"attrs":2704,"content":2705},{"level":325,"textAlign":29},[2706],{"text":2707,"type":58,"marks":2708},"Manufacturing equipment",[2709],{"type":74},{"type":54,"attrs":2711,"content":2712},{"textAlign":29},[2713],{"text":2683,"type":58,"marks":2714},[2715],{"type":74},{"type":54,"attrs":2717,"content":2718},{"textAlign":29},[2719],{"text":2720,"type":58},"ASML, Applied Materials, Lam Research",{"type":54,"attrs":2722,"content":2723},{"textAlign":29},[2724],{"text":2725,"type":58},"Manufacturing equipment determines which process nodes can run and how quickly capacity can expand. Our research shows that this layer is shaped by a very small set of tool providers whose technologies are deeply embedded in fab operations.",{"type":54,"attrs":2727,"content":2728},{"textAlign":29},[2729],{"text":2730,"type":58},"These tools are highly specialised and tightly integrated into production recipes. Equipment availability shapes both short-term output and long-term capacity growth, limiting how quickly the industry can respond to disruption or demand shifts.",{"type":54,"attrs":2732},{"textAlign":29},{"type":66,"attrs":2734,"content":2735},{"level":325,"textAlign":29},[2736],{"text":2737,"type":58,"marks":2738},"Wafer fabrication",[2739],{"type":74},{"type":54,"attrs":2741,"content":2742},{"textAlign":29},[2743],{"text":2683,"type":58,"marks":2744},[2745],{"type":74},{"type":54,"attrs":2747,"content":2748},{"textAlign":29},[2749],{"text":2750,"type":58},"TSMC, Samsung, SMIC, UMC, GlobalFoundries ",{"type":54,"attrs":2752,"content":2753},{"textAlign":29},[2754],{"text":2755,"type":58},"Wafer fabrication concentrates risk further, particularly at advanced nodes. At this stage, the ability to operate at scale depends on technical capability, capital intensity and ecosystem integration that only a small number of fabs can sustain.",{"type":54,"attrs":2757,"content":2758},{"textAlign":29},[2759],{"text":2760,"type":58},"New capacity takes years to build and output cannot be duplicated quickly. Even in mature nodes, capacity can be unevenly distributed. Allocation decisions at the fab level can affect multiple industries at once.",{"type":54,"attrs":2762},{"textAlign":29},{"type":66,"attrs":2764,"content":2765},{"level":325,"textAlign":29},[2766],{"text":2767,"type":58,"marks":2768},"Assembly, testing, and packaging",[2769],{"type":74},{"type":54,"attrs":2771,"content":2772},{"textAlign":29},[2773],{"text":2683,"type":58,"marks":2774},[2775],{"type":74},{"type":54,"attrs":2777,"content":2778},{"textAlign":29},[2779],{"text":2780,"type":58},"ASE, Amkor, JCET, Tongfu",{"type":54,"attrs":2782,"content":2783},{"textAlign":29},[2784],{"text":2785,"type":58},"Assembly, testing and packaging is often treated as a downstream detail, but it ultimately determines when finished chips can actually ship. Our research shows that this stage is both geographically clustered and operationally sensitive.",{"type":54,"attrs":2787,"content":2788},{"textAlign":29},[2789],{"text":2790,"type":58},"Concentration persists here due to labour-intensive operations, reliance on logistics and port infrastructure, and close proximity to fabrication hubs across Southeast Asia. Disruptions at this stage can delay finished chip delivery even when wafers are available upstream.",{"type":54,"attrs":2792,"content":2793},{"textAlign":29},[2794,2799,2800],{"type":238,"attrs":2795},{"id":2796,"alt":241,"src":2797,"title":241,"source":241,"copyright":241,"meta_data":2798},153105674473169,"https://a.storyblok.com/f/297658/1780x1414/8b68e85227/blog-post-2-nodes-illustration-full-size.png",{},{"type":783},{"text":2801,"type":58,"marks":2802},"Network view of 169 downstream companies connected at any tier to the 21 semiconductor chokepoints. Node colouring indicates connection density, with pink signifying higher exposure.",[2803],{"type":250},{"type":1688},{"type":66,"attrs":2806,"content":2807},{"level":68,"textAlign":29},[2808],{"text":2809,"type":58,"marks":2810},"Why the auto industry is particularly exposed to downstream risk",[2811],{"type":74},{"type":54,"attrs":2813,"content":2814},{"textAlign":29},[2815],{"text":2816,"type":58},"Our analysis shows that semiconductor chokepoints translate directly into real exposure for downstream manufacturers. ",{"type":54,"attrs":2818,"content":2819},{"textAlign":29},[2820],{"text":2821,"type":58},"Automotive OEMs depend on chips for power electronics, control units, sensors and safety systems, often with limited flexibility to substitute components from alternate suppliers. At the same time, just-in-time production models and high line-stop costs mean even small disruptions can halt output. ",{"type":54,"attrs":2823,"content":2824},{"textAlign":29},[2825],{"text":2826,"type":58},"Across the more than ten automotive OEMs we analysed, exposure to the same semiconductor chokepoints already appears at Tier-1. While OEMs may source from different direct suppliers, those suppliers rely on the same upstream materials, equipment providers, foundries and assembly partners. In practice, this means supplier diversity at Tier-1 does not translate into true independence from upstream constraints.",{"type":54,"attrs":2828,"content":2829},{"textAlign":29},[2830],{"text":2831,"type":58},"This pattern extends well beyond automotive. A wider cross-industry analysis of 169 European companies, spanning automotive, industrial machinery and manufacturing, chemicals and energy, shows that semiconductor exposure often sits deeper in the supply chain:",{"type":99,"content":2833},[2834,2841,2848],{"type":102,"content":2835},[2836],{"type":54,"attrs":2837,"content":2838},{"textAlign":29},[2839],{"text":2840,"type":58},"24% of companies have direct Tier-1 exposure to semiconductor chokepoints",{"type":102,"content":2842},[2843],{"type":54,"attrs":2844,"content":2845},{"textAlign":29},[2846],{"text":2847,"type":58},"69% surface their exposure at Tier-2 or Tier-3",{"type":102,"content":2849},[2850],{"type":54,"attrs":2851,"content":2852},{"textAlign":29},[2853],{"text":2854,"type":58},"Up to 79% only see their exposure emerge at Tier-4",{"type":1688},{"type":66,"attrs":2857,"content":2858},{"level":325,"textAlign":29},[2859],{"text":2860,"type":58,"marks":2861},"How concentration turns disruption into system-wide risk",[2862],{"type":74},{"type":54,"attrs":2864,"content":2865},{"textAlign":29},[2866],{"text":2867,"type":58},"In practice, disruption often unfolds as a sequence rather than an event. A local incident may reduce throughput at one stage, forcing downstream partners to draw on buffers or shift volumes. Those mitigations, in turn, increase strain elsewhere in the network, consuming flexibility that would otherwise absorb future shocks. Over time, the system loses slack, even though no individual supplier appears to have failed.",{"type":54,"attrs":2869,"content":2870},{"textAlign":29},[2871],{"text":2872,"type":58},"This compounding effect is difficult to detect from a downstream perspective. The earliest signals rarely show up as supplier outages, instead appearing as small changes in allocation behaviour, longer confirmation cycles, delayed deliveries or rising input costs. Because these signals surface across different tiers and regions, they are often interpreted in isolation rather than as symptoms of a shared constraint.",{"type":54,"attrs":2874,"content":2875},{"textAlign":29},[2876],{"text":2877,"type":58},"By the time pressure becomes visible at the finished-product level, mitigation options are limited, and competition for supply intensifies. ",{"type":1688},{"type":66,"attrs":2880,"content":2881},{"level":68,"textAlign":29},[2882],{"text":2883,"type":58,"marks":2884},"Key questions to ask as a supply chain executive",[2885],{"type":74},{"type":54,"attrs":2887,"content":2888},{"textAlign":29},[2889],{"text":2890,"type":58},"For leadership teams, managing semiconductor risk comes down to understanding how upstream capacity constraints translate into operational and financial exposure.",{"type":54,"attrs":2892,"content":2893},{"textAlign":29},[2894],{"text":2895,"type":58},"Key questions to ask to determine your current level of readiness:",{"type":54,"attrs":2897},{"textAlign":29},{"type":54,"attrs":2899,"content":2900},{"textAlign":29},[2901],{"text":2902,"type":58,"marks":2903},"1. Where does our semiconductor capacity ultimately originate?",[2904],{"type":74},{"type":54,"attrs":2906,"content":2907},{"textAlign":29},[2908],{"text":2909,"type":58},"a. Which fabrication nodes, materials suppliers and equipment providers sit behind our Tier-1 suppliers? ",{"type":54,"attrs":2911,"content":2912},{"textAlign":29},[2913],{"text":2914,"type":58},"b. How concentrated are those dependencies geographically and technically?",{"type":54,"attrs":2916},{"textAlign":29},{"type":54,"attrs":2918,"content":2919},{"textAlign":29},[2920],{"text":2921,"type":58,"marks":2922},"2. How many of our suppliers share the same upstream nodes?",[2923],{"type":74},{"type":54,"attrs":2925,"content":2926},{"textAlign":29},[2927],{"text":2928,"type":58},"a. Are we competing with ourselves across business units? ",{"type":54,"attrs":2930,"content":2931},{"textAlign":29},[2932],{"text":2933,"type":58},"b. Are different product lines drawing from the same constrained fabrication slots or assembly hubs?",{"type":54,"attrs":2935},{"textAlign":29},{"type":54,"attrs":2937,"content":2938},{"textAlign":29},[2939],{"text":2940,"type":58,"marks":2941},"3. What would tightening allocation look like for us?",[2942],{"type":74},{"type":54,"attrs":2944,"content":2945},{"textAlign":29},[2946],{"text":2947,"type":58},"a. Would we see it first in longer confirmation cycles, volume caps, pricing shifts or extended lead times? ",{"type":54,"attrs":2949,"content":2950},{"textAlign":29},[2951],{"text":2952,"type":58},"b. Who in the organisation is responsible for detecting those early signals?",{"type":54,"attrs":2954,"content":2955},{"textAlign":29},[2956],{"text":2957,"type":58,"marks":2958},"4. How quickly could we respond if upstream capacity tightened?",[2959],{"type":74},{"type":54,"attrs":2961,"content":2962},{"textAlign":29},[2963],{"text":2964,"type":58},"a. Do we have qualified alternatives? ",{"type":54,"attrs":2966,"content":2967},{"textAlign":29},[2968],{"text":2969,"type":58},"b. How long would requalification take? ",{"type":54,"attrs":2971,"content":2972},{"textAlign":29},[2973],{"text":2974,"type":58},"c. What is the cost of a line stop versus the cost of preventive mitigation?",{"type":54,"attrs":2976},{"textAlign":29},{"type":54,"attrs":2978,"content":2979},{"textAlign":29},[2980],{"text":2981,"type":58,"marks":2982},"5. Which dependencies are strategic rather than replaceable?",[2983],{"type":74},{"type":54,"attrs":2985,"content":2986},{"textAlign":29},[2987],{"text":2988,"type":58},"a. Where would substitution realistically take years rather than months?",{"type":1688},{"type":66,"attrs":2991,"content":2992},{"level":325,"textAlign":29},[2993],{"text":1929,"type":58,"marks":2994},[2995],{"type":74},{"type":54,"attrs":2997,"content":2998},{"textAlign":29},[2999],{"text":1936,"type":58},{"type":54,"attrs":3001,"content":3002},{"textAlign":29},[3003],{"text":1941,"type":58,"marks":3004},[3005,3007],{"type":1633,"attrs":3006},{"href":1635,"uuid":1636,"anchor":29,"target":1637,"linktype":1638},{"type":74},"Posted March 10, 2026 • 7 min read",{"_uid":1948,"title":3010,"plugin":647,"og_image":241,"og_title":3010,"description":3011,"twitter_image":241,"twitter_title":3010,"og_description":3011,"twitter_description":3011},"The 21 companies that impact global semiconductor supply | Taiwan Complex Report","Automotive OEMs share upstream semiconductor dependencies. See how concentration in materials, equipment and fabs amplifies supply chain risk.","7 min read",{"id":3014,"alt":2509,"name":241,"focus":241,"title":3010,"source":241,"filename":3015,"copyright":241,"fieldtype":654,"meta_data":3016,"is_external_url":11},145665356141678,"https://a.storyblok.com/f/297658/2750x2200/8df9c92913/taiwan-blog-post-header.jpg",{"alt":2509,"title":3010,"source":241,"copyright":241},[],[1960,1601,3019],"404313ec-3f0b-4ffe-8ccd-020111878d73",{"type":51,"content":3021},[3022],{"type":54},"the-21-companies-that-control-global-chip-supply","resources/blog/the-21-companies-that-control-global-chip-supply",-510,[],"c4a2274a-b797-455f-80be-ff8934ef26e0","2026-05-20T11:21:22.279Z",[],[3031,3033],{"path":3032,"name":29,"lang":39,"published":29},"ressources/blog/the-21-companies-that-control-global-chip-supply",{"path":3034,"name":29,"lang":42,"published":29},"ressourcen/blog/the-21-companies-that-control-global-chip-supply",{"type":51,"content":3036},[3037],{"type":54},"what-trump-tariffs-mean-for-your-global-supply-chain","resources/blog/what-trump-tariffs-mean-for-your-global-supply-chain","2020-05-15",-220,[],"ff98cd4b-aadc-4e6a-ad9f-0c753a2061f8","2026-05-20T11:21:26.260Z",[],[3047,3049],{"path":3048,"name":29,"lang":39,"published":29},"ressources/blog/what-trump-tariffs-mean-for-your-global-supply-chain",{"path":3050,"name":3051,"lang":42,"published":43},"ressourcen/blog/was-trump-zoelle-fuer-ihre-globale-lieferkette-bedeuten","Trumps Zölle 2025: Was der „Liberation Day“ für Ihre globale Lieferkette bedeutet Blog",{"sm":3053,"md":801,"lg":801},6,{"name":3055,"created_at":3056,"published_at":3057,"updated_at":3058,"id":3059,"uuid":2491,"content":3060,"slug":3831,"full_slug":3832,"sort_by_date":3833,"position":3834,"tag_list":3835,"is_startpage":11,"parent_id":3519,"meta_data":29,"group_id":3836,"first_published_at":3837,"release_id":29,"lang":35,"path":29,"alternates":3838,"default_full_slug":3832,"translated_slugs":3839,"_stopResolving":43,"cols":3844},"Magnetic West: Ending rare earth dependency on China","2026-06-02T09:31:19.083Z","2026-06-03T10:55:40.555Z","2026-06-03T10:55:40.586Z",183103811965054,{"big":11,"_uid":1603,"type":3061,"pinned":11,"section":3086,"tagline":3364,"metatags":3365,"overline":650,"component":651,"thumbnail":3369,"additional_seo":3372,"related_articles":3376,"footer_cta_text_alt":3828},[3062],{"name":3063,"created_at":3064,"published_at":3065,"updated_at":3066,"id":3067,"uuid":3068,"content":3069,"slug":3075,"full_slug":3076,"sort_by_date":29,"position":3077,"tag_list":3078,"is_startpage":11,"parent_id":32,"meta_data":29,"group_id":3079,"first_published_at":3080,"release_id":29,"lang":35,"path":29,"alternates":3081,"default_full_slug":3076,"translated_slugs":3082,"_stopResolving":43},"News","2024-10-07T14:18:24.665Z","2026-05-20T11:24:42.801Z","2026-05-20T11:24:42.820Z",559406767,"caaa14d6-ad7d-4571-8cac-c12f74cbf6f8",{"_uid":3070,"component":23,"folder_slug":3071,"overview_page":3072,"articles_page_title":3074},"0af0729a-ece1-44cd-9218-caaebf8be2cc","test/articles/news",[3073],"d6518db0-b523-44ac-a578-e54a8db275f6","News & Press","news","articles/type/news",0,[],"00eeefe4-0edc-4aa3-ac0e-df55ccef1fa1","2025-02-24T11:49:55.897Z",[],[3083,3084],{"path":3076,"name":29,"lang":39,"published":29},{"path":3085,"name":29,"lang":42,"published":29},"artikel/typ/news",[3087],{"_uid":1607,"title":3055,"content":3088,"subtitle":241,"component":643},[3089],{"_uid":1610,"is_big":11,"content":3090,"component":642},{"type":51,"content":3091},[3092,3099,3113,3114,3119,3124,3126,3133,3141,3146,3151,3153,3160,3165,3170,3193,3198,3203,3205,3212,3219,3224,3229,3231,3238,3245,3250,3255,3257,3264,3269,3274,3276,3283,3290,3295,3302,3307,3314,3319,3326,3331,3338,3343,3344,3351,3356],{"type":54,"attrs":3093,"content":3094},{"textAlign":29},[3095],{"text":3096,"type":58,"marks":3097},"Prewave's latest report examines what it would take for the West to reduce its reliance on China for permanent magnets, and what is realistically achievable before 2030.",[3098],{"type":74},{"type":54,"attrs":3100,"content":3101},{"textAlign":29},[3102,3106],{"text":3103,"type":58,"marks":3104},"Get full access to the report: ",[3105],{"type":74},{"text":3107,"type":58,"marks":3108},"Download Magnetic West",[3109],{"type":1633,"attrs":3110},{"href":3111,"uuid":3112,"anchor":29,"target":1637,"linktype":1638},"/reports/magnetic-west-rare-earth-supply-chain-dependency","215e8e8c-fdba-441a-8275-f09b029aac0a",{"type":1688},{"type":54,"attrs":3115,"content":3116},{"textAlign":29},[3117],{"text":3118,"type":58},"Permanent magnets sit inside almost every technology the West is currently trying to build at scale: electric vehicles, defence systems and industrial automation. However, this makes major companies in the EU and North America dependent on a supply chain dominated by one country – and ending that dependence is far from simple.",{"type":54,"attrs":3120,"content":3121},{"textAlign":29},[3122],{"text":3123,"type":58},"Prewave’s latest flagship report, Magnetic West, examines how this dependency is structured, evaluates the strategies being pursued in Europe and North America to address it, and sets out what the West can realistically achieve in the next five years.",{"type":54,"attrs":3125},{"textAlign":29},{"type":66,"attrs":3127,"content":3128},{"level":325,"textAlign":29},[3129],{"text":3130,"type":58,"marks":3131},"Focusing on the real chokepoint",[3132],{"type":74},{"type":54,"attrs":3134,"content":3135},{"textAlign":29},[3136,3140],{"text":3137,"type":58,"marks":3138},"“Mining is the easy part. The bottleneck sits in the chemistry.”",[3139],{"type":250},{"type":783},{"type":54,"attrs":3142,"content":3143},{"textAlign":29},[3144],{"text":3145,"type":58},"Permanent magnets are most often discussed through the lens of rare earth mining. However, while mining matters, it is not where the dependency is genuinely entrenched. The harder constraint is in separation and refining: the chemistry that turns mixed rare earth ore into the individual elements that make permanent magnets work.",{"type":54,"attrs":3147,"content":3148},{"textAlign":29},[3149],{"text":3150,"type":58},"China holds roughly 91% of global heavy rare earth processing capacity. That is the part of the value chain that is most difficult to replicate outside the country, and the part that any credible diversification strategy has to confront. The strategic dependency is on a small subset of elements, in particular dysprosium and terbium, which are used in tiny quantities but determine whether a motor can perform reliably at temperature.",{"type":54,"attrs":3152},{"textAlign":29},{"type":66,"attrs":3154,"content":3155},{"level":325,"textAlign":29},[3156],{"text":3157,"type":58,"marks":3158},"Using Prewave data for clarity and insight",[3159],{"type":74},{"type":54,"attrs":3161,"content":3162},{"textAlign":29},[3163],{"text":3164,"type":58},"Magnetic West is built on Prewave's live global supply chain graph, which continuously maps supplier relationships, production sites and risk signals in real time.",{"type":54,"attrs":3166,"content":3167},{"textAlign":29},[3168],{"text":3169,"type":58},"This report draws on:",{"type":99,"content":3171},[3172,3179,3186],{"type":102,"content":3173},[3174],{"type":54,"attrs":3175,"content":3176},{"textAlign":29},[3177],{"text":3178,"type":58},"2.6 million sites and 16 million supplier relationships",{"type":102,"content":3180},[3181],{"type":54,"attrs":3182,"content":3183},{"textAlign":29},[3184],{"text":3185,"type":58},"2+ million suppliers with continuously updated risk scores",{"type":102,"content":3187},[3188],{"type":54,"attrs":3189,"content":3190},{"textAlign":29},[3191],{"text":3192,"type":58},"4.5 million daily data points across 400+ languages",{"type":54,"attrs":3194,"content":3195},{"textAlign":29},[3196],{"text":3197,"type":58},"From this basis, we identified 169 major European companies in chemicals, energy, automotive, machinery, and defence that are strongly reliant on permanent magnets. ",{"type":54,"attrs":3199,"content":3200},{"textAlign":29},[3201],{"text":3202,"type":58},"While their dependence on the permanent-magnet value chain initially appears limited, the exposure becomes clearer once you begin to look toward direct suppliers. The result is a clearer picture of where dependency actually sits, including in companies that appear well-diversified at Tier-1.",{"type":54,"attrs":3204},{"textAlign":29},{"type":66,"attrs":3206,"content":3207},{"level":325,"textAlign":29},[3208],{"text":3209,"type":58,"marks":3210},"Revealing upstream exposure to avoid downstream impact",[3211],{"type":74},{"type":54,"attrs":3213,"content":3214},{"textAlign":29},[3215],{"text":3216,"type":58,"marks":3217},"“Direct exposure to China at Tier-1 is around 0.6%. By Tier-5, it climbs to roughly 81%. The dependency is mostly invisible in standard supplier data.”",[3218],{"type":250},{"type":54,"attrs":3220,"content":3221},{"textAlign":29},[3222],{"text":3223,"type":58},"A central finding of the report is that permanent magnet dependency does not surface in the supplier data most organisations actually look at. Across the sample of 169 companies only one shows a direct Tier-1 link to the key Chinese players in the value chain. By Tier-3, 61% of those companies are connected. By Tier-5, the figure rises to 81%.",{"type":54,"attrs":3225,"content":3226},{"textAlign":29},[3227],{"text":3228,"type":58},"That gap, between perceived exposure and real exposure, is what makes permanent magnets a difficult problem to plan against. The dependency does not appear in dashboards. It appears when something further upstream stops moving.",{"type":54,"attrs":3230},{"textAlign":29},{"type":66,"attrs":3232,"content":3233},{"level":325,"textAlign":29},[3234],{"text":3235,"type":58,"marks":3236},"The Vietnam Loophole and the diversification illusion.",[3237],{"type":74},{"type":54,"attrs":3239,"content":3240},{"textAlign":29},[3241],{"text":3242,"type":58,"marks":3243},"“Vietnam was supposed to be the answer. The reserves were revised down, the imports went up, and the supply chain didn't move. It just got a new address.”",[3244],{"type":250},{"type":54,"attrs":3246,"content":3247},{"textAlign":29},[3248],{"text":3249,"type":58},"The solution seemed simple: diversify the supply chain by moving as much capacity out of China as possible. For several years, Vietnam was treated as a credible route out of Chinese rare earth dependency thanks to a favourable combination of reserves, downstream investment from Korean and Japanese manufacturers, and a favourable trade position made it look like a working alternative. ",{"type":54,"attrs":3251,"content":3252},{"textAlign":29},[3253],{"text":3254,"type":58},"More recently, the picture has shifted. The “Vietnam Loophole” has closed for a simple reason: moving magnet manufacturing without moving separation chemistry does not change the underlying dependency. The Vietnam case is worth understanding in detail, because the same questions apply to most other proposed diversification geographies. ",{"type":54,"attrs":3256},{"textAlign":29},{"type":66,"attrs":3258,"content":3259},{"level":325,"textAlign":29},[3260],{"text":3261,"type":58,"marks":3262},"The non-Chinese network is emerging",[3263],{"type":74},{"type":54,"attrs":3265,"content":3266},{"textAlign":29},[3267],{"text":3268,"type":58},"No single country can replicate what China has built in permanent magnets. The realistic alternative is a distributed network, currently spanning Australia, Brazil, Canada, Estonia, France and the United States.",{"type":54,"attrs":3270,"content":3271},{"textAlign":29},[3272],{"text":3273,"type":58},"Scale, rather than presence, is the question that determines whether this becomes a real alternative. The report sets out the gaps, the timelines, and what is realistically deliverable by 2030.",{"type":54,"attrs":3275},{"textAlign":29},{"type":66,"attrs":3277,"content":3278},{"level":325,"textAlign":29},[3279],{"text":3280,"type":58,"marks":3281},"Five key takeaways for supply chain leaders from the report",[3282],{"type":74},{"type":54,"attrs":3284,"content":3285},{"textAlign":29},[3286],{"text":3287,"type":58,"marks":3288},"1. Don't confuse Tier-1 diversification with real diversification",[3289],{"type":74},{"type":54,"attrs":3291,"content":3292},{"textAlign":29},[3293],{"text":3294,"type":58},"Direct supplier data can show negligible exposure to China while the actual dependency sits upstream. Magnetic West shows how that gap emerges and where it tends to concentrate.",{"type":54,"attrs":3296,"content":3297},{"textAlign":29},[3298],{"text":3299,"type":58,"marks":3300},"2. The chemistry matters more than the geology",[3301],{"type":74},{"type":54,"attrs":3303,"content":3304},{"textAlign":29},[3305],{"text":3306,"type":58},"Rare earth deposits exist in many countries. The capacity to separate, refine and convert them into magnet-grade materials does not. ",{"type":54,"attrs":3308,"content":3309},{"textAlign":29},[3310],{"text":3311,"type":58,"marks":3312},"3. Apply the right test to diversification claims",[3313],{"type":74},{"type":54,"attrs":3315,"content":3316},{"textAlign":29},[3317],{"text":3318,"type":58},"The Vietnam case shows that downstream investment without upstream processing capacity produces dependency with a different label, not a different structure.",{"type":54,"attrs":3320,"content":3321},{"textAlign":29},[3322],{"text":3323,"type":58,"marks":3324},"4. Evaluate the non-Chinese network on scale, not presence",[3325],{"type":74},{"type":54,"attrs":3327,"content":3328},{"textAlign":29},[3329],{"text":3330,"type":58},"Understanding what each company can realistically deliver, and when, matters more than knowing that they exist.",{"type":54,"attrs":3332,"content":3333},{"textAlign":29},[3334],{"text":3335,"type":58,"marks":3336},"5. Use the levers available today",[3337],{"type":74},{"type":54,"attrs":3339,"content":3340},{"textAlign":29},[3341],{"text":3342,"type":58},"Full decoupling from China is not available before 2030. Meaningful exposure reduction is available now, through specification changes and earlier qualification of alternatives.",{"type":1688},{"type":66,"attrs":3345,"content":3346},{"level":325,"textAlign":29},[3347],{"text":3348,"type":58,"marks":3349},"Get your copy of Magnetic West",[3350],{"type":74},{"type":54,"attrs":3352,"content":3353},{"textAlign":29},[3354],{"text":3355,"type":58},"The full report is available to download now. It is intended as a practical reference for procurement, sourcing and risk teams working through the implications of permanent magnet dependency, and what can realistically be done about it.",{"type":54,"attrs":3357,"content":3358},{"textAlign":29},[3359],{"text":3107,"type":58,"marks":3360},[3361,3363],{"type":1633,"attrs":3362},{"href":3111,"uuid":3112,"anchor":29,"target":1637,"linktype":1638},{"type":74},"Posted June 3, 2026 • 6 min read",{"_uid":1948,"title":3366,"plugin":647,"og_image":3367,"og_title":3366,"description":3368,"twitter_image":3367,"twitter_title":3366,"og_description":3368,"twitter_description":3368},"Magnetic West: Rare Earth Dependency Report | Download Now","https://a.storyblok.com/f/297658/2750x2200/92715128d1/magnetic-west-news-banner.jpg","Prewave’s Magnetic West report explores how permanent magnet supply chains depend on China, where hidden Tier-N exposure sits and what the West can realistically achieve by 2030.",{"id":3370,"alt":241,"name":241,"focus":241,"title":241,"source":241,"filename":3367,"copyright":241,"fieldtype":654,"meta_data":3371,"is_external_url":11},183103954528496,{},[3373],{"_uid":3374,"no_index":11,"canonical":241,"component":3375,"no_follow":11},"a1441f78-f069-4983-a21f-676a4695b339","additional-seo",[3377,3528,3647],{"name":3378,"created_at":3379,"published_at":3380,"updated_at":3381,"id":3382,"uuid":3383,"content":3384,"slug":3514,"full_slug":3515,"sort_by_date":3516,"position":3517,"tag_list":3518,"is_startpage":11,"parent_id":3519,"meta_data":29,"group_id":3520,"first_published_at":3521,"release_id":29,"lang":35,"path":29,"alternates":3522,"default_full_slug":3515,"translated_slugs":3523,"_stopResolving":43},"Prewave Earns Validation in The Hackett Group’s Spring 2026 SolutionMap Procurement Technology Assessment","2026-05-06T07:35:37.533Z","2026-05-26T15:10:22.895Z","2026-05-26T15:10:22.918Z",173520230564024,"c1568442-5303-436e-bae8-f8d2c416c348",{"big":11,"_uid":1603,"type":3385,"pinned":11,"section":3386,"tagline":3498,"metatags":3499,"overline":3502,"component":651,"thumbnail":3503,"additional_seo":3506,"related_articles":3507,"footer_cta_text_alt":3511},[3068],[3387],{"_uid":1607,"title":3378,"content":3388,"subtitle":241,"component":643},[3389],{"_uid":1610,"is_big":11,"content":3390,"component":642},{"type":51,"content":3391},[3392,3403,3408,3426,3427,3434,3439,3444,3449,3456,3457,3464,3469,3474,3479,3484,3489,3496],{"type":54,"attrs":3393,"content":3394},{"textAlign":29},[3395,3397,3401],{"text":3396,"type":58},"We’re proud to announce that Prewave has been recognised as a validated provider in ",{"text":3398,"type":58,"marks":3399},"The Hackett Group’s Spring 2026 SolutionMap",[3400],{"type":74},{"text":3402,"type":58},", the industry’s most rigorous, data-driven benchmark for procurement technology. ",{"type":54,"attrs":3404,"content":3405},{"textAlign":29},[3406],{"text":3407,"type":58},"Prewave was evaluated as part of an assessment spanning 118 vendors across 16 source-to-pay (S2P) categories. Our AI-first platform for supplier risk monitoring and event intelligence across multi-tier supply chains analyses millions of global data sources to detect and prioritise risks. Categories include: operational disruptions, ESG and compliance, financial stress, and geopolitical events.",{"type":54,"attrs":3409,"content":3410},{"textAlign":29},[3411,3415,3422],{"text":3412,"type":58,"marks":3413},"Read on for more information on The Hackett Group’s Spring 2026 SolutionMap Procurement Technology Assessment or ",[3414],{"type":74},{"text":3416,"type":58,"marks":3417},"talk to a Prewave expert ",[3418],{"type":1633,"attrs":3419},{"href":3420,"uuid":29,"anchor":29,"target":1637,"linktype":3421},"https://meetings-eu1.hubspot.com/sally-kedroff/15-min-austauschexchange","url",{"text":3423,"type":58,"marks":3424},"about how AI-first risk intelligence can help your procurement function.",[3425],{"type":74},{"type":1688},{"type":66,"attrs":3428,"content":3429},{"level":68,"textAlign":29},[3430],{"text":3431,"type":58,"marks":3432},"How SolutionMap Assessments Work",[3433],{"type":74},{"type":54,"attrs":3435,"content":3436},{"textAlign":29},[3437],{"text":3438,"type":58},"SolutionMap assessments are conducted by The Hackett Group’s Solution Intelligence analysts, formerly the Spend Matters™ analyst team. ",{"type":54,"attrs":3440,"content":3441},{"textAlign":29},[3442],{"text":3443,"type":58},"Each evaluation is built on 500+ detailed functional and capability criteria, mandatory product demonstrations, and impartial, anonymised, verified customer value ratings. The result is an independent, evidence-based view of the procurement technology landscape, one that procurement leaders actively rely on when evaluating solutions, building business cases and gaining internal buy-in for technology investments. ",{"type":54,"attrs":3445,"content":3446},{"textAlign":29},[3447],{"text":3448,"type":58},"Prewave CEO, Harald Nitschinger, was delighted with Prewave’s inclusion, which indicates that our solution has been independently assessed and confirmed against the standards procurement leaders use to build their shortlists.",{"type":54,"attrs":3450,"content":3451},{"textAlign":29},[3452],{"text":3453,"type":58,"marks":3454},"“Being validated in The Hackett Group’s Spring 2026 SolutionMap Procurement Technology Assessment is a strong endorsement of the trust our clients – including BMW, Volvo Group, and Kärcher – place in us. This recognition reflects the value we deliver every day to procurement teams in leading organisations: especially in sectors such as automotive, manufacturing, and energy. With our AI-powered risk intelligence and Tier-N transparency, we enable procurement teams to anticipate risks, take swift action, and strengthen the resilience and performance of their supply chains.”",[3455],{"type":250},{"type":1688},{"type":66,"attrs":3458,"content":3459},{"level":68,"textAlign":29},[3460],{"text":3461,"type":58,"marks":3462},"Meaningful Differentiation: AI Must Show Impact",[3463],{"type":74},{"type":54,"attrs":3465,"content":3466},{"textAlign":29},[3467],{"text":3468,"type":58},"As AI-enabled capabilities become more widely embedded across procurement platforms, the bar for meaningful differentiation continues to rise. Procurement professionals are making technology decisions that carry real consequences; for their organisations’ performance and their own credibility. ",{"type":54,"attrs":3470,"content":3471},{"textAlign":29},[3472],{"text":3473,"type":58},"AI is essential for identifying and processing the risk data that procurement teams need to plan supply chains and develop proactive mitigation strategies. Prewave’s AI processes over 4.5 million data points every day, monitoring risk signals across a network of more than 2 million verified suppliers, from tier-1 suppliers to raw material mines. ",{"type":54,"attrs":3475,"content":3476},{"textAlign":29},[3477],{"text":3478,"type":58},"In 2025 alone, the platform delivered 130,000+ alerts, including 7.8k regional events, 5.0k labour actions, 4.0k environmental incidents, and 3.3k cybersecurity threats, giving companies a critical head start on emerging risks. This depth and speed of insight enables customers to respond up to 3 days faster than competitors, reducing risk exposure by as much as 85% over three years.",{"type":54,"attrs":3480,"content":3481},{"textAlign":29},[3482],{"text":3483,"type":58},"SolutionMap is designed to give procurement teams the facts they need to select best-fit solutions with confidence, and give providers a trusted platform to demonstrate why they belong on the shortlist. ",{"type":54,"attrs":3485,"content":3486},{"textAlign":29},[3487],{"text":3488,"type":58},"“The cost of a mis-buy is higher than ever: and AI marketing is making it harder to see what truly works,” said Carina Kuhl, Principal, Solution Intelligence at The Hackett Group®. “SolutionMap gives leaders confirmation they can defend: clear shortlists, credible comparisons and reality-checked capability insight to support stakeholder buy-in.” ",{"type":54,"attrs":3490,"content":3491},{"textAlign":29},[3492],{"text":3493,"type":58,"marks":3494},"To view the full Spring 2026 SolutionMap and learn more about The Hackett Group’s procurement technology assessment methodology, visit www.thehackettgroup.com/solutionmap.",[3495],{"type":74},{"type":54,"attrs":3497},{"textAlign":29},"Posted April 27, 2026 • 5 min read",{"_uid":1948,"title":3378,"plugin":647,"og_image":3500,"og_title":3378,"description":3501,"twitter_image":3500,"twitter_title":3378,"og_description":3501,"twitter_description":3501},"https://a.storyblok.com/f/297658/2750x2200/acce4dc25c/spendmatters26-news.jpg","Prewave is validated in The Hackett Group’s Spring 2026 SolutionMap for procurement technology. Discover how AI-driven supplier risk intelligence helps teams detect risks faster and strengthen supply chain resilience.","5 min read",{"id":3504,"alt":241,"name":241,"focus":241,"title":241,"source":241,"filename":3500,"copyright":241,"fieldtype":654,"meta_data":3505,"is_external_url":11},168229897172508,{},[],[3508,3509,3510],"2cfec7f5-a0bc-44fc-a1dc-68a552e1ea76","0504830e-88a5-47f5-b3e4-f2b9f5246191","890fbf46-fe59-4875-9a9e-cd9f0d97e474",{"type":51,"content":3512},[3513],{"type":54},"prewave-earns-validation-in-the-hackett-group-s-spring-2026-solutionmap-procurement-technology-assessment","company/news-and-press/prewave-earns-validation-in-the-hackett-group-s-spring-2026-solutionmap-procurement-technology-assessment","2026-02-11",-530,[],166864164092410,"21b7104e-785b-45a1-a6a5-f718a721f2a1","2026-05-20T11:26:01.550Z",[],[3524,3526],{"path":3525,"name":29,"lang":39,"published":29},"entreprise/news-and-press/prewave-earns-validation-in-the-hackett-group-s-spring-2026-solutionmap-procurement-technology-assessment",{"path":3527,"name":29,"lang":42,"published":29},"unternehmen/news-and-press/prewave-earns-validation-in-the-hackett-group-s-spring-2026-solutionmap-procurement-technology-assessment",{"name":3529,"created_at":3530,"published_at":3531,"updated_at":3532,"id":3533,"uuid":3509,"content":3534,"slug":3634,"full_slug":3635,"sort_by_date":3636,"position":3637,"tag_list":3638,"is_startpage":11,"parent_id":3519,"meta_data":29,"group_id":3639,"first_published_at":3640,"release_id":29,"lang":35,"path":29,"alternates":3641,"default_full_slug":3635,"translated_slugs":3642,"_stopResolving":43},"Prewave Named A Leader in the 2026 Gartner® Magic Quadrant™ for Supplier Risk Management Solutions","2026-05-06T07:35:52.489Z","2026-06-03T11:12:48.761Z","2026-06-03T11:12:48.775Z",173520291832000,{"big":11,"_uid":1603,"type":3535,"pinned":11,"section":3536,"tagline":3621,"metatags":3622,"overline":3502,"component":651,"thumbnail":3625,"additional_seo":3628,"related_articles":3629,"footer_cta_text_alt":3631},[3068],[3537],{"_uid":1607,"title":3529,"content":3538,"subtitle":241,"component":643},[3539],{"_uid":1610,"is_big":11,"content":3540,"component":642},{"type":51,"content":3541},[3542,3549,3554,3563,3576,3577,3582,3587,3598,3599,3606,3611,3616],{"type":54,"attrs":3543,"content":3544},{"textAlign":29},[3545],{"text":3546,"type":58,"marks":3547},"Recognised for Completeness of Vision and Ability to Execute",[3548],{"type":74},{"type":54,"attrs":3550,"content":3551},{"textAlign":29},[3552],{"text":3553,"type":58},"We are excited to share that Prewave has been recognised as a Leader in the 2026 Gartner® Magic Quadrant™ for Supplier Risk Management Solutions. ",{"type":54,"attrs":3555,"content":3556},{"textAlign":29},[3557,3559,3560,3561],{"text":3558,"type":58},"As global supplier networks continue to evolve, organisations face increasing complexity to implement strategies for resilience. We remain focused on supporting organisations with AI-driven insights to identify, assess, and respond to risks across multi-tier supply chains.",{"type":783},{"type":783},{"text":3562,"type":58},"According to CEO Harald Nitschinger:",{"type":54,"attrs":3564,"content":3565},{"textAlign":29},[3566,3570,3571,3572],{"text":3567,"type":58,"marks":3568},"“We are delighted with the acknowledgment by Gartner® as a Leader in the Magic Quadrant™ for Supplier Risk Management Solutions as we drive innovation in supplier risk management. In Europe and beyond, Prewave supports customers with AI-first technology that enables the early identification and mitigation of risks in complex supply chains.”",[3569],{"type":250},{"type":783},{"type":783},{"text":3573,"type":58,"marks":3574},"Check back for a complimentary copy of the full report soon!",[3575],{"type":74},{"type":1688},{"type":66,"attrs":3578,"content":3579},{"level":68,"textAlign":29},[3580],{"text":3581,"type":58},"About Gartner and the Magic Quadrant",{"type":54,"attrs":3583,"content":3584},{"textAlign":29},[3585],{"text":3586,"type":58},"Gartner delivers actionable, objective insight to executives and their teams. Its expert guidance and tools enable faster, smarter decisions and stronger performance on an organisation’s mission-critical priorities.",{"type":54,"attrs":3588,"content":3589},{"textAlign":29},[3590,3592],{"text":3591,"type":58},"The 2026 Gartner® Magic Quadrant™ for Supplier Risk Management Solutions evaluates vendors based on their Ability to Execute and Completeness of Vision. We are honoured to be included among the recognised vendors in this important report. ",{"text":3593,"type":58,"marks":3594},"Learn more about the Magic Quadrant.",[3595],{"type":1633,"attrs":3596},{"href":3597,"uuid":29,"anchor":29,"target":1637,"linktype":3421},"https://www.gartner.com/en/research/magic-quadrant",{"type":1688},{"type":54,"attrs":3600,"content":3601},{"textAlign":29},[3602],{"text":3603,"type":58,"marks":3604},"Attribution and Disclaimers:",[3605],{"type":74},{"type":54,"attrs":3607,"content":3608},{"textAlign":29},[3609],{"text":3610,"type":58},"Gartner, Magic Quadrant for Supplier Risk Management Solutions, Cian Curtin, Martin Shreffler, Cheryl Van Dyke, Micky Keck, April 2026.",{"type":54,"attrs":3612,"content":3613},{"textAlign":29},[3614],{"text":3615,"type":58},"Gartner and Magic Quadrant are trademarks of Gartner, Inc. and/or its affiliates.",{"type":54,"attrs":3617,"content":3618},{"textAlign":29},[3619],{"text":3620,"type":58},"Gartner does not endorse any company, vendor, product or service depicted in its publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner publications consist of the opinions of Gartner’s business and technology insights organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this publication, including any warranties of merchantability or fitness for a particular purpose.\"","Posted May 4, 2026 • 5 min read",{"_uid":1948,"title":3529,"plugin":647,"og_image":3623,"og_title":3529,"description":3624,"twitter_image":3623,"twitter_title":3529,"og_description":3624,"twitter_description":3624},"https://a.storyblok.com/f/297658/2750x2200/de4dca533d/gartner-blog-header.jpg","Prewave named as a Leader in 2025 Gartner® Magic Quadrant Leader for Supplier Risk Management Solutions. Recognised for vision, execution, and sustainable procurement innovation.",{"id":3626,"alt":241,"name":241,"focus":241,"title":241,"source":241,"filename":3623,"copyright":241,"fieldtype":654,"meta_data":3627,"is_external_url":11},160534614092080,{},[],[3508,3630,3383],"bf15441c-7efb-479c-bc4d-5fb6fd8ef0e3",{"type":51,"content":3632},[3633],{"type":54},"prewave-named-leader-2026-gartner-magic-quadrant-supplier-risk-management-solutions","company/news-and-press/prewave-named-leader-2026-gartner-magic-quadrant-supplier-risk-management-solutions","2026-02-10",-600,[],"3874a398-4dea-4ba7-a130-43e7dc6b3f18","2026-05-20T11:26:00.548Z",[],[3643,3645],{"path":3644,"name":29,"lang":39,"published":29},"entreprise/news-and-press/prewave-named-leader-2026-gartner-magic-quadrant-supplier-risk-management-solutions",{"path":3646,"name":29,"lang":42,"published":29},"unternehmen/news-and-press/prewave-named-leader-2026-gartner-magic-quadrant-supplier-risk-management-solutions",{"name":3648,"created_at":3649,"published_at":3650,"updated_at":3651,"id":3652,"uuid":3508,"content":3653,"slug":3815,"full_slug":3816,"sort_by_date":3817,"position":3818,"tag_list":3819,"is_startpage":11,"parent_id":3519,"meta_data":29,"group_id":3820,"first_published_at":3821,"release_id":29,"lang":35,"path":29,"alternates":3822,"default_full_slug":3816,"translated_slugs":3823,"_stopResolving":43},"Prewave Included in Forrester’s Supplier Value Management Landscape","2026-05-06T07:34:57.392Z","2026-05-26T15:08:24.697Z","2026-05-26T15:08:24.712Z",173520066154674,{"big":11,"_uid":1603,"type":3654,"pinned":11,"section":3655,"tagline":3801,"metatags":3802,"overline":3502,"component":651,"thumbnail":3805,"additional_seo":3809,"related_articles":3810,"footer_cta_text_alt":3812},[3068],[3656],{"_uid":1607,"title":3648,"content":3657,"subtitle":241,"component":643},[3658],{"_uid":1610,"is_big":11,"content":3659,"component":642},{"type":51,"content":3660},[3661,3675,3676,3687,3692,3697,3706,3714,3719,3724,3732,3742,3747,3752,3760,3765,3770],{"type":54,"attrs":3662,"content":3663},{"textAlign":29},[3664,3670,3671],{"text":3665,"type":58,"marks":3666},"Book a demo",[3667],{"type":1633,"attrs":3668},{"href":3669,"uuid":29,"anchor":29,"target":1637,"linktype":3421},"https://503jx.share-eu1.hsforms.com/2OoopN2tPTEawZIFArdIRww",{"text":1628,"type":58},{"text":3672,"type":58,"marks":3673},"and learn more about how Prewave helps organisations gain visibility into supplier risk and strengthen supply chain resilience.",[3674],{"type":74},{"type":1688},{"type":54,"attrs":3677,"content":3678},{"textAlign":29},[3679,3681,3685],{"text":3680,"type":58},"Prewave has been included in Forrester’s ",{"text":3682,"type":58,"marks":3683},"The Supplier Value Management Platforms Landscape, Q1 2026",[3684],{"type":74},{"text":3686,"type":58},": an important acknowledgement in a rapidly evolving market for supplier management technologies.",{"type":54,"attrs":3688,"content":3689},{"textAlign":29},[3690],{"text":3691,"type":58},"As organisations navigate increasing disruption, regulatory pressure, and supply chain complexity, Supplier Value Management (SVM) is an increasingly important foundation for managing supplier relationships and operations. ",{"type":54,"attrs":3693,"content":3694},{"textAlign":29},[3695],{"text":3696,"type":58},"The landscape of solutions in this space continues to expand, ranging from end-to-end platforms to more specialised tools focused on areas such as risk, compliance, and ESG. For this reason, Prewave is proud to have been included in the report and looks forward to continuing to support organisations in strengthening supply chain resilience and improving visibility across their supplier networks.",{"type":54,"attrs":3698,"content":3699},{"textAlign":29},[3700,3702],{"text":3701,"type":58},"Harald Nitschinger, Prewave CEO, sees the recognition as an important step forward: ",{"text":3703,"type":58,"marks":3704},"“Being included in Forrester’s Supplier Value Management Landscape is a meaningful milestone for us. It reflects the work our team has put into building a strong foundation in supplier risk intelligence. As organisations place more emphasis on understanding and managing supply chain risk, we see this as an area that will continue to gain importance. We’ve focused on building capabilities that help organisations gain visibility and respond to issues earlier.”",[3705],{"type":250},{"type":66,"attrs":3707,"content":3708},{"level":68,"textAlign":29},[3709,3710],{"type":783},{"text":3711,"type":58,"marks":3712},"Choosing the Right Solution for Supplier Value Management (SVM)",[3713],{"type":74},{"type":54,"attrs":3715,"content":3716},{"textAlign":29},[3717],{"text":3718,"type":58},"With a growing range of SVM solutions available, organisations need to balance breadth and depth when selecting the right approach. End-to-end platforms can provide a unified view across procurement processes, while specialised solutions offer deeper capabilities in areas such as risk, compliance, and sustainability.",{"type":54,"attrs":3720,"content":3721},{"textAlign":29},[3722],{"text":3723,"type":58},"In practice, many organisations adopt a combination of both — using core systems for transactional processes alongside targeted tools that provide greater visibility and intelligence. As supply chains become more complex, the ability to integrate these approaches and access timely, actionable insights is becoming increasingly important.",{"type":66,"attrs":3725,"content":3726},{"level":68,"textAlign":29},[3727,3728],{"type":783},{"text":3729,"type":58,"marks":3730},"Prewave and Supplier Value Management",[3731],{"type":74},{"type":54,"attrs":3733,"content":3734},{"textAlign":29},[3735,3737,3740],{"text":3736,"type":58},"Prewave’s inclusion in Forrester’s ",{"text":3682,"type":58,"marks":3738},[3739],{"type":74},{"text":3741,"type":58}," reflects our focus on supplier risk intelligence: an area that is becoming increasingly relevant as organisations seek greater visibility into their supply chains and the ability to respond more quickly to emerging disruptions.",{"type":54,"attrs":3743,"content":3744},{"textAlign":29},[3745],{"text":3746,"type":58},"Our AI-first risk intelligence platform enables global leaders in key industries – including automotive, manufacturing, aerospace, and defence – to monitor supplier-related risks in real time. By using AI to analyse vast amounts of publicly available data across multiple languages and sources, companies including BMW, Volvo Group, and Bosch can identify potential disruptions early: from operational incidents and geopolitical developments to regulatory and ESG-related risks.",{"type":54,"attrs":3748,"content":3749},{"textAlign":29},[3750],{"text":3751,"type":58},"By providing continuous visibility into supplier networks, Prewave supports more informed decision-making across procurement, risk, and compliance teams. Instead of relying on periodic assessments or static data, organisations can take a proactive approach to supplier risk management, responding to issues as they emerge and reducing exposure to unexpected disruptions.",{"type":66,"attrs":3753,"content":3754},{"level":68,"textAlign":29},[3755,3756],{"type":783},{"text":3757,"type":58,"marks":3758},"Supplier Value Management and Supply Chain Resilience",[3759],{"type":74},{"type":54,"attrs":3761,"content":3762},{"textAlign":29},[3763],{"text":3764,"type":58},"Supply chain resilience has become a central consideration within Supplier Value Management. Organisations are placing greater emphasis on understanding potential risks across their supplier networks and ensuring they can respond effectively when issues arise.",{"type":54,"attrs":3766,"content":3767},{"textAlign":29},[3768],{"text":3769,"type":58},"This has led to increased focus on capabilities such as real-time monitoring, external data analysis, and early risk detection. Within the broader SVM landscape, these capabilities support more resilient supplier strategies by improving visibility and enabling faster, more informed decision-making.",{"type":54,"attrs":3771,"content":3772},{"textAlign":29},[3773,3775,3778,3783,3784,3785,3789,3791,3797],{"text":3774,"type":58},"Want to see how Prewave can support your supplier risk and resilience strategy?",{"text":1628,"type":58,"marks":3776},[3777],{"type":74},{"text":3779,"type":58,"marks":3780},"Book a demo with a supply chain expert today.",[3781],{"type":1633,"attrs":3782},{"href":3669,"uuid":29,"anchor":29,"target":1637,"linktype":3421},{"type":783},{"type":783},{"text":3786,"type":58,"marks":3787},"Forrester does not endorse any company, product, brand, or service included in its research publications and does not advise any person to select the products or services of any company or brand based on the ratings included in such publications. Information is based on the best available resources. Opinions reflect judgment at the time and are subject to change. For more information, read about Forrester’s objectivity",[3788],{"type":74},{"text":3790,"type":58}," ",{"text":3792,"type":58,"marks":3793},"here ",[3794],{"type":1633,"attrs":3795},{"href":3796,"uuid":29,"anchor":29,"target":29,"linktype":3421},"https://www.forrester.com/about-us/objectivity/",{"text":3798,"type":58,"marks":3799},".",[3800],{"type":74},"Posted March 30, 2026 • 5 min read",{"_uid":1948,"title":3648,"plugin":647,"og_image":3803,"og_title":3648,"description":3804,"twitter_image":3803,"twitter_title":3648,"og_description":3804,"twitter_description":3804},"https://a.storyblok.com/f/297658/2750x2200/1f36e06042/forrester-blog-header-notable-vendor.jpg","Prewave has been included in Forrester’s The Supplier Value Management Platforms Landscape, Q1 2026: an important acknowledgement in a rapidly evolving market for supplier management technologies.",{"id":3806,"alt":241,"name":241,"focus":241,"title":241,"source":241,"filename":3807,"copyright":241,"fieldtype":654,"meta_data":3808,"is_external_url":11},160491806762062,"https://a.storyblok.com/f/297658/2750x2200/92fc105916/forrester-blog-header-notable-vendor-1-1.jpg",{},[],[3811,3383,3509],"dc725e5c-6462-409b-84d3-19c33c07eaec",{"type":51,"content":3813},[3814],{"type":54},"prewave-included-in-forrester-supplier-value-management-landscape","company/news-and-press/prewave-included-in-forrester-supplier-value-management-landscape","2026-02-12",-580,[],"43d02387-83ca-48ea-adfa-824cca34804b","2026-05-20T11:26:00.786Z",[],[3824,3826],{"path":3825,"name":29,"lang":39,"published":29},"entreprise/news-and-press/prewave-included-in-forrester-supplier-value-management-landscape",{"path":3827,"name":29,"lang":42,"published":29},"unternehmen/news-and-press/prewave-included-in-forrester-supplier-value-management-landscape",{"type":51,"content":3829},[3830],{"type":54},"magnetic-west-rare-earth-dependency-china","company/news-and-press/magnetic-west-rare-earth-dependency-china","2026-02-08",-640,[],"16d577ef-9a77-4aa2-9309-d524f7fa8ef5","2026-02-08T12:00:00.000Z",[],[3840,3842],{"path":3841,"name":29,"lang":39,"published":29},"entreprise/news-and-press/magnetic-west-rare-earth-dependency-china",{"path":3843,"name":29,"lang":42,"published":29},"unternehmen/news-and-press/magnetic-west-rare-earth-dependency-china",{"sm":3053,"md":801,"lg":801},{"name":3846,"created_at":3847,"published_at":3848,"updated_at":3849,"id":3850,"uuid":1958,"content":3851,"slug":5256,"full_slug":5257,"sort_by_date":5258,"position":5259,"tag_list":5260,"is_startpage":11,"parent_id":3519,"meta_data":29,"group_id":5261,"first_published_at":5262,"release_id":29,"lang":35,"path":29,"alternates":5263,"default_full_slug":5257,"translated_slugs":5264,"_stopResolving":43,"cols":5269},"The Taiwan Complex: The problem with how we think about semiconductor risk","2026-05-06T07:33:54.919Z","2026-05-26T14:48:51.489Z","2026-05-26T14:48:51.508Z",173519810279285,{"big":11,"_uid":1603,"type":3852,"pinned":11,"section":3861,"tagline":4123,"metatags":4124,"overline":3012,"component":651,"thumbnail":4127,"additional_seo":4131,"related_articles":4132,"footer_cta_text_alt":5253},[3853],{"name":3063,"created_at":3064,"published_at":3065,"updated_at":3066,"id":3067,"uuid":3068,"content":3854,"slug":3075,"full_slug":3076,"sort_by_date":29,"position":3077,"tag_list":3856,"is_startpage":11,"parent_id":32,"meta_data":29,"group_id":3079,"first_published_at":3080,"release_id":29,"lang":35,"path":29,"alternates":3857,"default_full_slug":3076,"translated_slugs":3858,"_stopResolving":43},{"_uid":3070,"component":23,"folder_slug":3071,"overview_page":3855,"articles_page_title":3074},[3073],[],[],[3859,3860],{"path":3076,"name":29,"lang":39,"published":29},{"path":3085,"name":29,"lang":42,"published":29},[3862],{"_uid":1607,"title":3846,"content":3863,"subtitle":241,"component":643},[3864],{"_uid":1610,"is_big":11,"content":3865,"component":642},{"type":51,"content":3866},[3867,3874,3886,3891,3896,3901,3906,3907,3912,3919,3924,3926,3930,3935,3940,3960,3965,3970,3972,3976,3983,3988,3993,3998,4005,4010,4017,4022,4029,4034,4036,4040,4105,4106,4110,4115],{"type":54,"attrs":3868,"content":3869},{"textAlign":29},[3870],{"text":3871,"type":58,"marks":3872},"Prewave’s latest report challenges common assumptions about exposure, resilience, and disruption in global semiconductor production.",[3873],{"type":74},{"type":54,"attrs":3875,"content":3876},{"textAlign":29},[3877,3880,3884,3885],{"text":3103,"type":58,"marks":3878},[3879],{"type":74},{"text":1630,"type":58,"marks":3881},[3882],{"type":1633,"attrs":3883},{"href":1635,"uuid":1636,"anchor":29,"target":1637,"linktype":1638},{"type":783},{"type":783},{"type":54,"attrs":3887,"content":3888},{"textAlign":29},[3889],{"text":3890,"type":58},"Semiconductor supply chains have become synonymous with concentrated risk. ",{"type":54,"attrs":3892,"content":3893},{"textAlign":29},[3894],{"text":3895,"type":58},"But in many organisations, semiconductor exposure is reduced to a single narrative, focusing on one geography or one imagined disruption scenario. This framing oversimplifies how semiconductor supply chains actually function. What appears to be a single point of failure is, in reality, a dense network of interdependent materials, equipment, processes, and upstream suppliers.",{"type":54,"attrs":3897,"content":3898},{"textAlign":29},[3899],{"text":3900,"type":58},"We refer to this tendency as The Taiwan Complex, or the instinct to compress systemic risk into one expected crisis. Our latest report provides a more nuanced context to help supply chain leaders understand their true risk exposure and build greater operational resilience. ",{"type":54,"attrs":3902,"content":3903},{"textAlign":29},[3904],{"text":3905,"type":58},"As Senior Advisor and report co-author Marco Felsberger explains, “Resilience today is less about predicting the next crisis and more about understanding where disruption would hurt most, and how fast you can respond.”",{"type":1688},{"type":66,"attrs":3908,"content":3909},{"level":68,"textAlign":29},[3910],{"text":3911,"type":58},"Focusing on semiconductor chokepoints",{"type":54,"attrs":3913,"content":3914},{"textAlign":29},[3915],{"text":3916,"type":58,"marks":3917},"“We ask a simple question with far-reaching consequences: if one point fails, how far and how fast will that shock travel through the network?”",[3918],{"type":250},{"type":54,"attrs":3920,"content":3921},{"textAlign":29},[3922],{"text":3923,"type":58},"Semiconductors are among the most valuable commodities in global supply chains today. The Taiwan Complex report is written for supply chain leaders responsible for operational continuity and risk management. Rather than focusing on one geography or one disruption scenario, it examines where risk concentrates across the semiconductor ecosystem, including upstream chokepoints that rarely appear in Tier-1 assessments.",{"type":54,"attrs":3925},{"textAlign":29},{"type":66,"attrs":3927,"content":3928},{"level":68,"textAlign":29},[3929],{"text":3157,"type":58},{"type":54,"attrs":3931,"content":3932},{"textAlign":29},[3933],{"text":3934,"type":58},"Using Prewave’s supply chain intelligence and Tier-N analysis, the report shows how disruption propagates through multi-tier networks and where it is most likely to translate into operational and revenue impact. This provides a more practical foundation for prioritisation and long-term resilience planning.",{"type":54,"attrs":3936,"content":3937},{"textAlign":29},[3938],{"text":3939,"type":58},"This report is built on Prewave’s live global supply chain graph, pulling from:",{"type":99,"content":3941},[3942,3948,3954],{"type":102,"content":3943},[3944],{"type":54,"attrs":3945,"content":3946},{"textAlign":29},[3947],{"text":3178,"type":58},{"type":102,"content":3949},[3950],{"type":54,"attrs":3951,"content":3952},{"textAlign":29},[3953],{"text":3185,"type":58},{"type":102,"content":3955},[3956],{"type":54,"attrs":3957,"content":3958},{"textAlign":29},[3959],{"text":3192,"type":58},{"type":54,"attrs":3961,"content":3962},{"textAlign":29},[3963],{"text":3964,"type":58},"Risk signals are combined with supplier network position and external data sources to generate dynamic risk scores. The dataset blends global customs flows from ~30 reporting countries with AI-derived links from public filings, media, and open sources. ",{"type":54,"attrs":3966,"content":3967},{"textAlign":29},[3968],{"text":3969,"type":58},"Within this system, we isolate the semiconductor network by analysing 21 critical chokepoint companies across materials, equipment, wafer fabrication, and ATP/OSAT, along with the ~6,000 suppliers connected to them.",{"type":54,"attrs":3971},{"textAlign":29},{"type":66,"attrs":3973,"content":3974},{"level":325,"textAlign":29},[3975],{"text":3209,"type":58},{"type":54,"attrs":3977,"content":3978},{"textAlign":29},[3979],{"text":3980,"type":58,"marks":3981},"“Scenario planning only tells us how one shock might unfold. It does not tell us why the system is vulnerable in the first place, or how a disruption will cascade across tiers.”",[3982],{"type":250},{"type":54,"attrs":3984,"content":3985},{"textAlign":29},[3986],{"text":3987,"type":58},"A central finding of the report is that semiconductor risk is rarely driven by a single event. It emerges from how exposure concentrates across the value chain over time, and different types of stress can trigger different reactions. ",{"type":54,"attrs":3989,"content":3990},{"textAlign":29},[3991],{"text":3992,"type":58},"Predictable pressures, such as seasonal weather or recurring regional disruptions, tend to follow familiar patterns and can often be preempted with good planning. Structural shocks, such as export controls and geopolitical tension, sit in a different category. ",{"type":54,"attrs":3994,"content":3995},{"textAlign":29},[3996],{"text":3997,"type":58},"Rather than treating semiconductors as a single system, the report examines where fragility accumulates across critical production stages. In some cases, exposure stems from extreme concentration in specialised equipment:",{"type":54,"attrs":3999,"content":4000},{"textAlign":29},[4001],{"text":4002,"type":58,"marks":4003},"“The high concentration of critical subsystems within a small group of globally dispersed suppliers makes the lithography ecosystem highly sensitive to geopolitical and trade-related shocks.”",[4004],{"type":250},{"type":54,"attrs":4006,"content":4007},{"textAlign":29},[4008],{"text":4009,"type":58},"In others, it reflects how tightly production capacity is tied to specific technology nodes and regional ecosystems:",{"type":54,"attrs":4011,"content":4012},{"textAlign":29},[4013],{"text":4014,"type":58,"marks":4015},"“Wafer fabrication is by far the most concentrated production stage: only a few companies worldwide can manufacture chips at scale, and each technology node is tied to specific geographies and their concentrated ecosystems.”",[4016],{"type":250},{"type":54,"attrs":4018,"content":4019},{"textAlign":29},[4020],{"text":4021,"type":58},"The report also highlights how downstream stages can quietly become binding constraints:",{"type":54,"attrs":4023,"content":4024},{"textAlign":29},[4025],{"text":4026,"type":58,"marks":4027},"“Even if foundry capacity is available, chips do not ship if packaging and test hubs are full, disrupted, or inaccessible.”",[4028],{"type":250},{"type":54,"attrs":4030,"content":4031},{"textAlign":29},[4032],{"text":4033,"type":58},"Taken together, these insights show why focusing on a single geography or scenario misses the broader picture. Semiconductor resilience depends on understanding how risk concentrates across materials, equipment, manufacturing, and downstream processing, and how disruption in any one of these areas can cascade rapidly across the system.",{"type":54,"attrs":4035},{"textAlign":29},{"type":66,"attrs":4037,"content":4038},{"level":68,"textAlign":29},[4039],{"text":3280,"type":58},{"type":4041,"attrs":4042,"content":4044},"ordered_list",{"order":4043},1,[4045,4057,4069,4081,4093],{"type":102,"content":4046},[4047],{"type":54,"attrs":4048,"content":4049},{"textAlign":29},[4050,4054,4055],{"text":4051,"type":58,"marks":4052},"Stop anchoring on a single risk narrative",[4053],{"type":74},{"type":783},{"text":4056,"type":58},"The Taiwan Complex shows how easily systemic exposure is misread when attention fixates on a single scenario.",{"type":102,"content":4058},[4059],{"type":54,"attrs":4060,"content":4061},{"textAlign":29},[4062,4066,4067],{"text":4063,"type":58,"marks":4064},"Measure exposure, not assumed likelihood",[4065],{"type":74},{"type":783},{"text":4068,"type":58},"Resilience planning often prioritises what is most likely to go wrong, but true vulnerability forms where dependencies concentrate several tiers upstream, regardless of probability.",{"type":102,"content":4070},[4071],{"type":54,"attrs":4072,"content":4073},{"textAlign":29},[4074,4078,4079],{"text":4075,"type":58,"marks":4076},"Extend visibility beyond Tier 1",[4077],{"type":74},{"type":783},{"text":4080,"type":58},"Critical constraints often exist at the material, equipment, and process level. Without upstream visibility, organisations cannot see where disruption will propagate or how fast.",{"type":102,"content":4082},[4083],{"type":54,"attrs":4084,"content":4085},{"textAlign":29},[4086,4090,4091],{"text":4087,"type":58,"marks":4088},"Prioritise impact over event detection",[4089],{"type":74},{"type":783},{"text":4092,"type":58},"Not all disruptions are equally disruptive. Understanding business impact is essential for prioritisation.",{"type":102,"content":4094},[4095],{"type":54,"attrs":4096,"content":4097},{"textAlign":29},[4098,4102,4103],{"text":4099,"type":58,"marks":4100},"Build resilience as a system, not a response",[4101],{"type":74},{"type":783},{"text":4104,"type":58},"Effective resilience links visibility, impact assessment, and targeted mitigation into a long-term strategy, rather than relying on reactive, event-by-event responses.",{"type":1688},{"type":66,"attrs":4107,"content":4108},{"level":68,"textAlign":29},[4109],{"text":1929,"type":58},{"type":54,"attrs":4111,"content":4112},{"textAlign":29},[4113],{"text":4114,"type":58},"The full report is available to download now. Gain a deeper understanding of interdependencies in the global semiconductor supply chain as well as your total risk exposure.",{"type":54,"attrs":4116,"content":4117},{"textAlign":29},[4118],{"text":1941,"type":58,"marks":4119},[4120,4122],{"type":1633,"attrs":4121},{"href":1635,"uuid":1636,"anchor":29,"target":1637,"linktype":1638},{"type":74},"Posted February 10, 2026 • 7 min read",{"_uid":1948,"title":4125,"plugin":647,"og_image":241,"og_title":4125,"description":4126,"twitter_image":241,"twitter_title":4125,"og_description":4126,"twitter_description":4126},"The Taiwan Complex: Rethinking risk in semiconductor supply chains | Download now ","Download the Taiwan Complex report to understand risk concentration in semiconductor supply chains and improve your resilience planning.",{"id":4128,"alt":241,"name":241,"focus":241,"title":241,"source":241,"filename":4129,"copyright":241,"fieldtype":654,"meta_data":4130,"is_external_url":11},139587334324875,"https://a.storyblok.com/f/297658/2750x2200/2f37edd708/taiwan-news-banner.jpg",{},[],[4133,4608,4894],{"name":4134,"created_at":4135,"published_at":4136,"updated_at":4137,"id":4138,"uuid":1960,"content":4139,"slug":4596,"full_slug":4597,"sort_by_date":1966,"position":4598,"tag_list":4599,"is_startpage":11,"parent_id":1969,"meta_data":29,"group_id":4600,"first_published_at":4601,"release_id":29,"lang":35,"path":29,"alternates":4602,"default_full_slug":4597,"translated_slugs":4603,"_stopResolving":43},"Semiconductor points of failure: are you exposed?","2026-04-22T12:26:02.992Z","2026-06-03T12:56:12.707Z","2026-06-03T12:56:12.727Z",168637083656163,{"big":11,"_uid":1603,"type":4140,"pinned":11,"section":4141,"tagline":4584,"metatags":4585,"overline":650,"component":651,"thumbnail":4586,"additional_seo":4591,"related_articles":4592,"footer_cta_text_alt":4593},[20],[4142],{"_uid":1607,"title":4134,"content":4143,"subtitle":241,"component":643},[4144],{"_uid":1610,"is_big":11,"content":4145,"component":642},{"type":51,"content":4146},[4147,4154,4165,4167,4172,4177,4182,4183,4189,4193,4200,4201,4208,4213,4250,4264,4265,4272,4277,4282,4287,4294,4319,4326,4331,4336,4342,4365,4370,4375,4380,4386,4416,4418,4425,4430,4435,4441,4464,4466,4473,4478,4483,4489,4526,4528,4535,4565,4566,4572,4576],{"type":54,"attrs":4148,"content":4149},{"textAlign":29},[4150],{"text":4151,"type":58,"marks":4152},"The five structural chokepoints where semiconductor disruption begins",[4153],{"type":74},{"type":54,"attrs":4155,"content":4156},{"textAlign":29},[4157,4160,4161],{"text":1624,"type":58,"marks":4158},[4159],{"type":74},{"text":1628,"type":58},{"text":1630,"type":58,"marks":4162},[4163],{"type":1633,"attrs":4164},{"href":1635,"uuid":1636,"anchor":29,"target":1637,"linktype":1638},{"type":54,"attrs":4166},{"textAlign":29},{"type":54,"attrs":4168,"content":4169},{"textAlign":29},[4170],{"text":4171,"type":58},"Semiconductor supply chains are often discussed as a single risk, tied to geography. But in reality, disruption can originate at multiple points, many of which remain largely invisible to downstream companies.",{"type":54,"attrs":4173,"content":4174},{"textAlign":29},[4175],{"text":4176,"type":58},"Most organisations have heard of TSMC and the Taiwan Strait scenario. Fewer have mapped their exposure to the single mine in North Carolina that supplies the quartz used in almost every silicon wafer on the planet, or the one Dutch company whose machines are required to produce every advanced chip at 7 nm and below.",{"type":54,"attrs":4178,"content":4179},{"textAlign":29},[4180],{"text":4181,"type":58},"In The Taiwan Complex, Prewave identifies five structural points of failure that underpin global semiconductor production. Each represents a stage where concentration, technical constraints and long qualification cycles sharply limit the industry's ability to flex. Together, they explain why semiconductor disruptions tend to be deeper, slower to resolve and harder to anticipate than most organisations expect.",{"type":1688},{"type":66,"attrs":4184,"content":4185},{"level":68,"textAlign":29},[4186],{"text":1693,"type":58,"marks":4187},[4188],{"type":74},{"type":54,"attrs":4190,"content":4191},{"textAlign":29},[4192],{"text":1700,"type":58},{"type":54,"attrs":4194,"content":4195},{"textAlign":29},[4196],{"text":1705,"type":58,"marks":4197},[4198],{"type":1633,"attrs":4199},{"href":1635,"uuid":1636,"anchor":29,"target":1637,"linktype":1638},{"type":1688},{"type":66,"attrs":4202,"content":4203},{"level":68,"textAlign":29},[4204],{"text":4205,"type":58,"marks":4206},"The five points of failure ",[4207],{"type":74},{"type":54,"attrs":4209,"content":4210},{"textAlign":29},[4211],{"text":4212,"type":58},"To move beyond the Taiwan Complex, we need to break the system down into its most critical points of failure and in order to understand:",{"type":99,"content":4214},[4215,4222,4229,4236,4243],{"type":102,"content":4216},[4217],{"type":54,"attrs":4218,"content":4219},{"textAlign":29},[4220],{"text":4221,"type":58},"Why each chokepoint matter in the value chain",{"type":102,"content":4223},[4224],{"type":54,"attrs":4225,"content":4226},{"textAlign":29},[4227],{"text":4228,"type":58},"Where production is concentrated and who controls it",{"type":102,"content":4230},[4231],{"type":54,"attrs":4232,"content":4233},{"textAlign":29},[4234],{"text":4235,"type":58},"How this chokepoint is most likely to fail",{"type":102,"content":4237},[4238],{"type":54,"attrs":4239,"content":4240},{"textAlign":29},[4241],{"text":4242,"type":58},"How that exposure shows up downstream ",{"type":102,"content":4244},[4245],{"type":54,"attrs":4246,"content":4247},{"textAlign":29},[4248],{"text":4249,"type":58},"How companies can monitor and manage their risk over time",{"type":54,"attrs":4251,"content":4252},{"textAlign":29},[4253,4260],{"type":238,"attrs":4254},{"id":4255,"alt":4256,"src":4257,"title":4258,"source":241,"copyright":241,"meta_data":4259},155932135933332,"Chart showing supply chain risks: Geopolitical, logistical, accidents, financial nature affecting raw materials, silicon wafers, foundries, APT, equipment.","https://a.storyblok.com/f/297658/1780x858/67786bfcc5/blog-post-3-illustration-full-size.png","Risk exposure of the semiconductor value chain",{"alt":4256,"title":4258,"source":241,"copyright":241},{"text":4261,"type":58,"marks":4262},"Table: Risk exposure of the semiconductor value chain.",[4263],{"type":250},{"type":1688},{"type":66,"attrs":4266,"content":4267},{"level":68,"textAlign":29},[4268],{"text":4269,"type":58,"marks":4270},"High-purity quartz",[4271],{"type":74},{"type":54,"attrs":4273,"content":4274},{"textAlign":29},[4275],{"text":4276,"type":58},"Every silicon wafer begins with high-purity quartz. The material is used to produce the crucibles in which monocrystalline silicon is grown, and purity requirements at advanced nodes are absolute. Traces of iron or aluminium measured in parts per billion can cause wafer contamination or electrical failure. There is no practical substitute at scale.",{"type":54,"attrs":4278,"content":4279},{"textAlign":29},[4280],{"text":4281,"type":58},"Two companies, Sibelco and The Quartz Corp, control approximately 95% of global supply. Both operate in the same location: the Spruce Pine mining district in North Carolina. This is the Taiwan Complex expressed at the very top of the chain: two companies, one geography, shared exposure.",{"type":54,"attrs":4283,"content":4284},{"textAlign":29},[4285],{"text":4286,"type":58},"When Hurricane Helene struck western North Carolina in September 2024, neither mine was physically destroyed, yet both halted operations. Downstream, disruption appeared as wafer tightness and allocation pressure, several tiers removed from the actual cause.",{"type":54,"attrs":4288,"content":4289},{"textAlign":29},[4290],{"text":4291,"type":58,"marks":4292},"How to monitor and manage:",[4293],{"type":74},{"type":99,"content":4295},[4296,4303,4310],{"type":102,"content":4297},[4298],{"type":54,"attrs":4299,"content":4300},{"textAlign":29},[4301],{"text":4302,"type":58},"Track weather and infrastructure risk at Spruce Pine as a recurring seasonal exposure",{"type":102,"content":4304},[4305],{"type":54,"attrs":4306,"content":4307},{"textAlign":29},[4308],{"text":4309,"type":58},"Monitor permitting, legal challenges and ESG tensions around water use and land management at Spruce Pine",{"type":102,"content":4311},[4312,4317],{"type":54,"attrs":4313,"content":4314},{"textAlign":29},[4315],{"text":4316,"type":58},"Watch for ownership changes, capacity shifts or signals affecting long-term reserve access",{"type":54,"attrs":4318},{"textAlign":29},{"type":66,"attrs":4320,"content":4321},{"level":325,"textAlign":29},[4322],{"text":4323,"type":58,"marks":4324},"Silicon wafers",[4325],{"type":74},{"type":54,"attrs":4327,"content":4328},{"textAlign":29},[4329],{"text":4330,"type":58},"Wafer production sits immediately downstream from HPQ and introduces a second structural constraint. Shin-Etsu and SUMCO together hold more than half the global market. Their plants require ultra-stable power and ultra-pure water, operate near full utilisation and depend on speciality gases, slurries and abrasives that are themselves sourced from a thin layer of concentrated suppliers.",{"type":54,"attrs":4332,"content":4333},{"textAlign":29},[4334],{"text":4335,"type":58},"Failure tends to arise from the ecosystem around each plant: a fire at a key abrasives supplier or a flood affecting a nearby gas producer. By the time downstream buyers notice extended lead times or postponed maintenance windows, the wafer plant is already under strain. ",{"type":54,"attrs":4337,"content":4338},{"textAlign":29},[4339],{"text":4291,"type":58,"marks":4340},[4341],{"type":74},{"type":99,"content":4343},[4344,4351,4358],{"type":102,"content":4345},[4346],{"type":54,"attrs":4347,"content":4348},{"textAlign":29},[4349],{"text":4350,"type":58},"Monitor infrastructure risk around major wafer sites: power, water, seismic and storm exposure",{"type":102,"content":4352},[4353],{"type":54,"attrs":4354,"content":4355},{"textAlign":29},[4356],{"text":4357,"type":58},"Track upstream input constraints: polysilicon, gases, slurries and abrasives",{"type":102,"content":4359},[4360],{"type":54,"attrs":4361,"content":4362},{"textAlign":29},[4363],{"text":4364,"type":58},"Watch demand signals from automotive and AI hardware as the leading indicator of the next allocation cycle",{"type":66,"attrs":4366,"content":4367},{"level":325,"textAlign":29},[4368,4369],{"type":783},{"text":2707,"type":58},{"type":54,"attrs":4371,"content":4372},{"textAlign":29},[4373],{"text":4374,"type":58},"ASML is the only company capable of producing EUV lithography systems, required for all advanced nodes at 7 nm and below. Applied Materials and Lam Research hold similarly dominant positions in deposition and etch. Once a tool is qualified at a fab, switching vendors is effectively impossible, making these three companies structural chokepoints for the entire industry.",{"type":54,"attrs":4376,"content":4377},{"textAlign":29},[4378],{"text":4379,"type":58},"But the deeper fragility sits one tier further back, in a layer of highly specialised subsystem suppliers that rarely appear in procurement systems. VAT Group supplies the vast majority of vacuum valves for EUV systems; Edwards dominates dry vacuum pumps; Trumpf SE supplies the high-power lasers inside ASML's EUV light source and recorded eight financial-stress alerts between 2023 and 2025. Most downstream organisations have no visibility of this layer at all.",{"type":54,"attrs":4381,"content":4382},{"textAlign":29},[4383],{"text":4291,"type":58,"marks":4384},[4385],{"type":74},{"type":99,"content":4387},[4388,4395,4402,4409],{"type":102,"content":4389},[4390],{"type":54,"attrs":4391,"content":4392},{"textAlign":29},[4393],{"text":4394,"type":58},"Monitor financial health and operational stability of key Tier-2 subsystem suppliers, not just the equipment vendors themselves",{"type":102,"content":4396},[4397],{"type":54,"attrs":4398,"content":4399},{"textAlign":29},[4400],{"text":4401,"type":58},"Track local hazard exposure around critical subsystem supplier sites",{"type":102,"content":4403},[4404],{"type":54,"attrs":4405,"content":4406},{"textAlign":29},[4407],{"text":4408,"type":58},"Track export-control developments affecting rare-earth inputs and tool availability",{"type":102,"content":4410},[4411],{"type":54,"attrs":4412,"content":4413},{"textAlign":29},[4414],{"text":4415,"type":58},"Use equipment order and lead-time signals as an early indicator of capacity tightening two to four years out",{"type":54,"attrs":4417},{"textAlign":29},{"type":66,"attrs":4419,"content":4420},{"level":325,"textAlign":29},[4421],{"text":4422,"type":58,"marks":4423},"Foundries",[4424],{"type":74},{"type":54,"attrs":4426,"content":4427},{"textAlign":29},[4428],{"text":4429,"type":58},"TSMC holds approximately 64–67% of the global foundry market and an even higher share of advanced nodes below 7 nm. Samsung is the only other fully capable advanced-node producer. This means every device in that category depends on two companies in two countries.",{"type":54,"attrs":4431,"content":4432},{"textAlign":29},[4433],{"text":4434,"type":58},"Foundries are trained for known hazards and rarely fail through direct asset loss. Failure emerges when a physical shock or policy change hits a system already running at full utilisation. Multi-tier analysis of TSMC's non-China sites shows that even as Tier-1 supplier exposure to China has been reduced, approximately 60% of Tier-3 suppliers still rely on it. ",{"type":54,"attrs":4436,"content":4437},{"textAlign":29},[4438],{"text":4291,"type":58,"marks":4439},[4440],{"type":74},{"type":99,"content":4442},[4443,4450,4457],{"type":102,"content":4444},[4445],{"type":54,"attrs":4446,"content":4447},{"textAlign":29},[4448],{"text":4449,"type":58},"Monitor at the science park level (Hsinchu, Tainan, Kumamoto) not the corporate group",{"type":102,"content":4451},[4452],{"type":54,"attrs":4453,"content":4454},{"textAlign":29},[4455],{"text":4456,"type":58},"Track water availability, grid stability and local infrastructure as leading operational indicators",{"type":102,"content":4458},[4459],{"type":54,"attrs":4460,"content":4461},{"textAlign":29},[4462],{"text":4463,"type":58},"Map which internal part numbers are tied to which fabs and nodes, and where no qualified alternative exists",{"type":54,"attrs":4465},{"textAlign":29},{"type":66,"attrs":4467,"content":4468},{"level":325,"textAlign":29},[4469],{"text":4470,"type":58,"marks":4471},"Assembly, test and packaging",[4472],{"type":74},{"type":54,"attrs":4474,"content":4475},{"textAlign":29},[4476],{"text":4477,"type":58},"Once a wafer leaves the fab, it must still be tested and packaged. ASE Technology holds approximately 44% of the global OSAT market; Amkor and JCET account for most of the rest. The majority of the world's chips pass through a small number of hubs: Penang, Bangkok, Kaohsiung, Suzhou. Even TSMC and Samsung rely on external OSAT partners for significant volumes. This makes OSAT the downstream expression of the Taiwan Complex with concentrated production in concentrated ecosystems. ",{"type":54,"attrs":4479,"content":4480},{"textAlign":29},[4481],{"text":4482,"type":58},"There is also a further hidden dependency: Ajinomoto Fine-Techno holds almost 100% of the market for ABF resin, the high-performance substrate used in advanced packaging. All three major OSAT providers have Tier-3 exposure to a single Japanese company that most of their customers have never heard of.",{"type":54,"attrs":4484,"content":4485},{"textAlign":29},[4486],{"text":4291,"type":58,"marks":4487},[4488],{"type":74},{"type":99,"content":4490},[4491,4498,4505,4512,4519],{"type":102,"content":4492},[4493],{"type":54,"attrs":4494,"content":4495},{"textAlign":29},[4496],{"text":4497,"type":58},"Track cluster-level hazards across major OSAT hubs: floods, storms, power and labour stability",{"type":102,"content":4499},[4500],{"type":54,"attrs":4501,"content":4502},{"textAlign":29},[4503],{"text":4504,"type":58},"Monitor key logistics nodes (Port Klang, Suvarnabhumi Airport, Kaohsiung Port) separately from facility risk",{"type":102,"content":4506},[4507],{"type":54,"attrs":4508,"content":4509},{"textAlign":29},[4510],{"text":4511,"type":58},"Use test-cell utilisation rates and cycle-time volatility as early indicators of throughput stress",{"type":102,"content":4513},[4514],{"type":54,"attrs":4515,"content":4516},{"textAlign":29},[4517],{"text":4518,"type":58},"Track chokepoint disruption risk distinctly from port risk; chokepoint disruptions last 243 days on average versus four days at ports",{"type":102,"content":4520},[4521],{"type":54,"attrs":4522,"content":4523},{"textAlign":29},[4524],{"text":4525,"type":58},"Follow ABF resin supply signals from Ajinomoto and capital expenditure trends at major substrate producers",{"type":54,"attrs":4527},{"textAlign":29},{"type":66,"attrs":4529,"content":4530},{"level":68,"textAlign":29},[4531],{"text":4532,"type":58,"marks":4533},"Key takeaways for procurement and supply chain leaders",[4534],{"type":74},{"type":99,"content":4536},[4537,4544,4551,4558],{"type":102,"content":4538},[4539],{"type":54,"attrs":4540,"content":4541},{"textAlign":29},[4542],{"text":4543,"type":58},"The semiconductor supply chain does not fail at the country level. It fails at the level of specific materials, tools and clusters.",{"type":102,"content":4545},[4546],{"type":54,"attrs":4547,"content":4548},{"textAlign":29},[4549],{"text":4550,"type":58},"Tier-1 visibility is structurally insufficient. The most consequential chokepoints sit at Tier-2 and below. If you are only monitoring direct suppliers, you cannot see the risks that matter most.",{"type":102,"content":4552},[4553],{"type":54,"attrs":4554,"content":4555},{"textAlign":29},[4556],{"text":4557,"type":58},"Disruption rarely looks like its cause. Wafer allocation pressure, extended lead times and sudden delivery volatility are often symptoms of an upstream event two or three tiers removed.",{"type":102,"content":4559},[4560],{"type":54,"attrs":4561,"content":4562},{"textAlign":29},[4563],{"text":4564,"type":58},"The risks that cause the greatest disruption are rarely the ones you anticipate. A resilient strategy maps exposure across materials, equipment, fabs and packaging.",{"type":1688},{"type":66,"attrs":4567,"content":4568},{"level":325,"textAlign":29},[4569],{"text":1929,"type":58,"marks":4570},[4571],{"type":74},{"type":54,"attrs":4573,"content":4574},{"textAlign":29},[4575],{"text":1936,"type":58},{"type":54,"attrs":4577,"content":4578},{"textAlign":29},[4579],{"text":1941,"type":58,"marks":4580},[4581,4583],{"type":1633,"attrs":4582},{"href":1635,"uuid":1636,"anchor":29,"target":1637,"linktype":1638},{"type":74},"Posted March 23, 2026 • 6 min read",{"_uid":1948,"title":1949,"plugin":647,"og_image":241,"og_title":1949,"description":1950,"twitter_image":241,"twitter_title":1949,"og_description":1950,"twitter_description":1950},{"id":4587,"alt":4151,"name":241,"focus":241,"title":4588,"source":241,"filename":4589,"copyright":241,"fieldtype":654,"meta_data":4590,"is_external_url":11},155931513681144,"Semiconductor points of 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semiconductor supply chains","2026-04-22T12:25:29.836Z","2026-06-03T12:55:00.786Z","2026-06-03T12:55:00.814Z",168636947890136,{"big":11,"_uid":1603,"type":4901,"pinned":11,"section":4902,"tagline":5228,"metatags":5229,"overline":3012,"component":651,"thumbnail":5232,"additional_seo":5235,"related_articles":5236,"footer_cta_text_alt":5237},[20],[4903],{"_uid":1607,"title":4895,"content":4904,"subtitle":241,"component":643},[4905],{"_uid":1610,"is_big":11,"content":4906,"component":642},{"type":51,"content":4907},[4908,4915,4926,4928,4933,4938,4943,4948,4949,4955,4959,4966,4967,4974,4981,4986,4991,4996,5001,5015,5017,5024,5029,5034,5036,5043,5048,5053,5055,5062,5067,5072,5074,5081,5086,5091,5093,5099,5104,5109,5110,5117,5124,5129,5131,5138,5143,5148,5150,5157,5162,5164,5171,5176,5181,5182,5189,5194,5199,5204,5209,5210,5216,5220],{"type":54,"attrs":4909,"content":4910},{"textAlign":29},[4911],{"text":4912,"type":58,"marks":4913},"What the Taiwan Complex reveals about structural risk in semiconductor supply chains.",[4914],{"type":74},{"type":54,"attrs":4916,"content":4917},{"textAlign":29},[4918,4921,4922],{"text":1624,"type":58,"marks":4919},[4920],{"type":74},{"text":1628,"type":58},{"text":1630,"type":58,"marks":4923},[4924],{"type":1633,"attrs":4925},{"href":1635,"uuid":1636,"anchor":29,"target":1637,"linktype":1638},{"type":54,"attrs":4927},{"textAlign":29},{"type":54,"attrs":4929,"content":4930},{"textAlign":29},[4931],{"text":4932,"type":58},"Semiconductor supply chains are both critically important and widely misunderstood.",{"type":54,"attrs":4934,"content":4935},{"textAlign":29},[4936],{"text":4937,"type":58},"Even organisations with mature semiconductor supplier management and risk frameworks can mistake patterns in downstream behaviour as predictors for upstream disruptions. Risk may appear manageable at Tier 1, but many of the most impactful points of disruption sit far upstream in materials, equipment and highly specialised production.",{"type":54,"attrs":4939,"content":4940},{"textAlign":29},[4941],{"text":4942,"type":58},"A disruption in high-purity quartz production, for example, can restrict wafer supply and ripple through foundries, packaging, and downstream manufacturing. At the other end of the chain, delays in assembly and testing can prevent chips from reaching customers even when materials and fabrication capacity are available.",{"type":54,"attrs":4944,"content":4945},{"textAlign":29},[4946],{"text":4947,"type":58},"This gap between expected risk and actual exposure is the focus of The Taiwan Complex, Prewave’s latest report on semiconductor supply chain risk. The report examines why semiconductor disruption is difficult to identify early, how it escalates so quickly and why traditional risk narratives often fail to explain what is really happening.",{"type":1688},{"type":66,"attrs":4950,"content":4951},{"level":68,"textAlign":29},[4952],{"text":1693,"type":58,"marks":4953},[4954],{"type":74},{"type":54,"attrs":4956,"content":4957},{"textAlign":29},[4958],{"text":1700,"type":58},{"type":54,"attrs":4960,"content":4961},{"textAlign":29},[4962],{"text":1705,"type":58,"marks":4963},[4964],{"type":1633,"attrs":4965},{"href":1635,"uuid":1636,"anchor":29,"target":1637,"linktype":1638},{"type":1688},{"type":66,"attrs":4968,"content":4969},{"level":68,"textAlign":29},[4970],{"text":4971,"type":58,"marks":4972},"Why semiconductor risk is hard to see",[4973],{"type":74},{"type":54,"attrs":4975,"content":4976},{"textAlign":29},[4977],{"text":4978,"type":58,"marks":4979},"“The semiconductor industry operates through a highly fragmented and specialised global production system. Although commonly described in four stages: design, wafer production, front-end manufacturing and assembly, test and packaging (ATP/OSAT), the real value chain is far more complex.”",[4980],{"type":250},{"type":54,"attrs":4982,"content":4983},{"textAlign":29},[4984],{"text":4985,"type":58},"Semiconductor supply chains do not behave like most industrial supply networks.",{"type":54,"attrs":4987,"content":4988},{"textAlign":29},[4989],{"text":4990,"type":58},"They are shaped by long qualification cycles, extreme capital intensity and tight coupling between materials, equipment, process technology and geography. Once production is underway, switching suppliers or production routes is slow and costly.",{"type":54,"attrs":4992,"content":4993},{"textAlign":29},[4994],{"text":4995,"type":58},"To make that complexity easier to understand, it helps to think of the semiconductor supply chain as a set of interconnected stages. With so many dependencies, stress in one part of the system often surfaces somewhere else entirely.",{"type":54,"attrs":4997,"content":4998},{"textAlign":29},[4999],{"text":5000,"type":58},"This is why semiconductor risk frequently feels sudden, even when early warning signals existed elsewhere in the system.",{"type":54,"attrs":5002,"content":5003},{"textAlign":29},[5004,5011],{"type":238,"attrs":5005,"marks":5009},{"id":5006,"alt":241,"src":5007,"title":241,"source":241,"copyright":241,"meta_data":5008},145670200911255,"https://a.storyblok.com/f/297658/1780x1414/966bcbbb4b/taiwan-complex-blog-post-1-illustration.png",{},[5010],{"type":250},{"text":5012,"type":58,"marks":5013},"Nodes in the semiconductor value chain.",[5014],{"type":250},{"type":54,"attrs":5016},{"textAlign":29},{"type":66,"attrs":5018,"content":5019},{"level":325,"textAlign":29},[5020],{"text":5021,"type":58,"marks":5022},"Materials",[5023],{"type":74},{"type":54,"attrs":5025,"content":5026},{"textAlign":29},[5027],{"text":5028,"type":58},"The semiconductor chain begins with materials such as silicon wafers, specialty gases, photoresists and ultrapure chemicals. These inputs are produced by a small number of highly specialised suppliers and must meet extremely strict purity standards. Once a process is qualified, switching materials is rarely fast or practical.",{"type":54,"attrs":5030,"content":5031},{"textAlign":29},[5032],{"text":5033,"type":58},"High-purity quartz, for example, which is required to produce the quartz crucibles used to grow monocrystalline silicon ingots, must reach purity levels of 99.9995% to 99.9999%. There is no room for substitution, and nearly all global supply comes from two companies in one region. Because this step sits at the very top of the chain, any constraint flows downstream into wafers, fabs, OSAT providers and ultimately OEMs. ",{"type":54,"attrs":5035},{"textAlign":29},{"type":66,"attrs":5037,"content":5038},{"level":325,"textAlign":29},[5039],{"text":5040,"type":58,"marks":5041},"Equipment",[5042],{"type":74},{"type":54,"attrs":5044,"content":5045},{"textAlign":29},[5046],{"text":5047,"type":58},"Materials move through highly specialised tools for lithography, deposition, etching and inspection. These machines define what can be built and at what scale. Equipment production is concentrated among a small group of vendors, and capacity expansion takes years.",{"type":54,"attrs":5049,"content":5050},{"textAlign":29},[5051],{"text":5052,"type":58},"Each tool is qualified for specific device layers, a process that can take months or longer. As a result, fabs cannot easily switch suppliers without requalifying large parts of their process. This creates long-term lock-in. For many critical steps, there is only one viable supplier for the lifetime of a technology node. This lock-in shapes global capacity, pricing and how quickly new technologies can scale, and it means disruption at the equipment level often propagates widely across customers and regions.",{"type":54,"attrs":5054},{"textAlign":29},{"type":66,"attrs":5056,"content":5057},{"level":325,"textAlign":29},[5058],{"text":5059,"type":58,"marks":5060},"Wafer fabrication ",[5061],{"type":74},{"type":54,"attrs":5063,"content":5064},{"textAlign":29},[5065],{"text":5066,"type":58},"Before chips are made, wafers must be produced. Wafer manufacturers turn quartz crucibles, electronic-grade polysilicon and ultrapure chemicals into monocrystalline silicon ingots, which are then prepared for fabrication. ",{"type":54,"attrs":5068,"content":5069},{"textAlign":29},[5070],{"text":5071,"type":58},"Wafer production is capital-intensive and slow to expand. Equipment lead times are long, and operations depend on stable utilities and highly controlled environments. Disruption here quickly constrains the flow of material into fabs, packaging plants and downstream manufacturers. ",{"type":54,"attrs":5073},{"textAlign":29},{"type":66,"attrs":5075,"content":5076},{"level":325,"textAlign":29},[5077],{"text":5078,"type":58,"marks":5079},"Foundry ",[5080],{"type":74},{"type":54,"attrs":5082,"content":5083},{"textAlign":29},[5084],{"text":5085,"type":58},"As the most concentrated stage in the semiconductor chain, foundries are where upstream constraints turn into real manufacturing capacity limits. Only a small number of companies can manufacture chips at scale, and each technology node is tied to specific sites and regional ecosystems. ",{"type":54,"attrs":5087,"content":5088},{"textAlign":29},[5089],{"text":5090,"type":58},"Advanced devices below 7 nm depend on a handful of locations supported by tightly clustered suppliers and service providers. Foundries are well prepared for known risks like earthquakes or typhoons, but are still vulnerable to local shocks to the surrounding infrastructure and changes in relevant export policy. ",{"type":54,"attrs":5092},{"textAlign":29},{"type":66,"attrs":5094,"content":5095},{"level":325,"textAlign":29},[5096],{"text":4470,"type":58,"marks":5097},[5098],{"type":74},{"type":54,"attrs":5100,"content":5101},{"textAlign":29},[5102],{"text":5103,"type":58},"After wafers leave the fab, they must be cut, packaged and tested. This work is handled largely by OSAT providers, which perform dicing, wire bonding, advanced packaging and final electrical testing.",{"type":54,"attrs":5105,"content":5106},{"textAlign":29},[5107],{"text":5108,"type":58},"These stages are often treated as interchangeable or lower risk, but they are tightly linked to upstream production. Even companies that handle some advanced packaging in-house rely heavily on external partners. For fabless firms, OSAT represents almost the entire downstream chain. If packaging or test hubs are full, disrupted, or inaccessible, chips do not ship, even when foundry capacity is available.",{"type":1688},{"type":66,"attrs":5111,"content":5112},{"level":68,"textAlign":29},[5113],{"text":5114,"type":58,"marks":5115},"Where vulnerability forms in semiconductor supply chains ",[5116],{"type":74},{"type":54,"attrs":5118,"content":5119},{"textAlign":29},[5120],{"text":5121,"type":58,"marks":5122},"“Even if direct chip purchases look diversified, many programmes and plants remain tied back to the same few upstream material clusters, equipment makers, and foundries. Without multi-tier visibility, these shared dependencies, or chokepoints, remain invisible until a disruption hits.”",[5123],{"type":250},{"type":54,"attrs":5125,"content":5126},{"textAlign":29},[5127],{"text":5128,"type":58},"There are several structural characteristics that make semiconductor supply chains uniquely fragile.",{"type":54,"attrs":5130},{"textAlign":29},{"type":54,"attrs":5132,"content":5133},{"textAlign":29},[5134],{"text":5135,"type":58,"marks":5136},"Long and inflexible qualification cycles",[5137],{"type":74},{"type":54,"attrs":5139,"content":5140},{"textAlign":29},[5141],{"text":5142,"type":58},"Semiconductor production depends on components, materials and processes that take years to qualify. Even when alternative suppliers exist, switching in response to disruption is rarely possible in the short term.",{"type":54,"attrs":5144,"content":5145},{"textAlign":29},[5146],{"text":5147,"type":58},"Hidden concentration behind apparent diversificationSupplier diversification at Tier 1 often masks deep upstream convergence. Multiple suppliers may rely on the same materials, specialised tools, or production facilities, allowing risk to concentrate invisibly as supplier counts increase.",{"type":54,"attrs":5149},{"textAlign":29},{"type":54,"attrs":5151,"content":5152},{"textAlign":29},[5153],{"text":5154,"type":58,"marks":5155},"Disruption starts upstream, not at the fab",[5156],{"type":74},{"type":54,"attrs":5158,"content":5159},{"textAlign":29},[5160],{"text":5161,"type":58},"Constraints typically emerge in materials processing, equipment manufacturing, or downstream stages such as assembly, test and packaging. These early failures often remain invisible until pressure has already compounded across tiers.",{"type":54,"attrs":5163},{"textAlign":29},{"type":54,"attrs":5165,"content":5166},{"textAlign":29},[5167],{"text":5168,"type":58,"marks":5169},"Lead-time pressure surfaces late",[5170],{"type":74},{"type":54,"attrs":5172,"content":5173},{"textAlign":29},[5174],{"text":5175,"type":58},"Stress accumulates long before it appears in delivery data or customer-facing metrics. By the time delays are visible, the underlying disruption may be weeks or months old.",{"type":54,"attrs":5177,"content":5178},{"textAlign":29},[5179],{"text":5180,"type":58},"Taken together, these dynamics explain why semiconductor disruption escalates quickly and why mitigation options narrow so fast once exposure becomes visible.",{"type":1688},{"type":66,"attrs":5183,"content":5184},{"level":68,"textAlign":29},[5185],{"text":5186,"type":58,"marks":5187},"Why understanding your semiconductor supply chain is critical ",[5188],{"type":74},{"type":54,"attrs":5190,"content":5191},{"textAlign":29},[5192],{"text":5193,"type":58},"Semiconductors sit at the heart of modern manufacturing. Automotive production, industrial equipment, consumer electronics, energy systems and critical infrastructure all depend on reliable chip supply. In turn, production depends on a small number of upstream materials and production stages that are deeply interdependent and often invisible beyond Tier 1. ",{"type":54,"attrs":5195,"content":5196},{"textAlign":29},[5197],{"text":5198,"type":58},"Concentration exists long before chips reach a direct supplier, and by the time disruption becomes visible, options are already limited.",{"type":54,"attrs":5200,"content":5201},{"textAlign":29},[5202],{"text":5203,"type":58},"This creates a persistent gap between expected risk and actual exposure. Many organisations believe they understand their semiconductor risk because they can see their direct suppliers. In reality, the most binding constraints often sit several tiers upstream, outside traditional visibility and risk models.",{"type":54,"attrs":5205,"content":5206},{"textAlign":29},[5207],{"text":5208,"type":58},"True understanding of semiconductor supply chains is about seeing how exposure accumulates across the system, where disruption would hurt most, and how quickly it would propagate. ",{"type":1688},{"type":66,"attrs":5211,"content":5212},{"level":325,"textAlign":29},[5213],{"text":1929,"type":58,"marks":5214},[5215],{"type":74},{"type":54,"attrs":5217,"content":5218},{"textAlign":29},[5219],{"text":1936,"type":58},{"type":54,"attrs":5221,"content":5222},{"textAlign":29},[5223],{"text":1941,"type":58,"marks":5224},[5225,5227],{"type":1633,"attrs":5226},{"href":1635,"uuid":1636,"anchor":29,"target":1637,"linktype":1638},{"type":74},"Posted February 27, 2026 • 7 min read",{"_uid":1948,"title":5230,"plugin":647,"og_image":5231,"og_title":5230,"description":3011,"twitter_image":5231,"twitter_title":5230,"og_description":3011,"twitter_description":3011},"Semiconductor supply chain risk explained | Taiwan Complex Report","https://a.storyblok.com/f/297658/2750x2200/cf68997d25/taiwan-post-banner.jpg",{"id":5233,"alt":241,"name":241,"focus":241,"title":241,"source":241,"filename":5231,"copyright":241,"fieldtype":654,"meta_data":5234,"is_external_url":11},145656390287889,{},[],[1958,1960,1601],{"type":51,"content":5238},[5239],{"type":54},"understanding-semiconductor-supply-chains","resources/blog/understanding-semiconductor-supply-chains","2020-01-02",-450,[],"0bbee442-8d8b-4b74-9c78-57569dcebe9c","2026-05-20T11:21:23.230Z",[],[5249,5251],{"path":5250,"name":29,"lang":39,"published":29},"ressources/blog/understanding-semiconductor-supply-chains",{"path":5252,"name":29,"lang":42,"published":29},"ressourcen/blog/understanding-semiconductor-supply-chains",{"type":51,"content":5254},[5255],{"type":54},"the-taiwan-complex-the-problem-with-how-we-think-about-semiconductor-risk","company/news-and-press/the-taiwan-complex-the-problem-with-how-we-think-about-semiconductor-risk","2026-02-16",-650,[],"385f26a0-300a-4ccb-85c6-038ccbd22e12","2026-05-20T11:26:00.139Z",[],[5265,5267],{"path":5266,"name":29,"lang":39,"published":29},"entreprise/news-and-press/the-taiwan-complex-the-problem-with-how-we-think-about-semiconductor-risk",{"path":5268,"name":29,"lang":42,"published":29},"unternehmen/news-and-press/the-taiwan-complex-the-problem-with-how-we-think-about-semiconductor-risk",{"sm":3053,"md":801,"lg":801},{"type":51,"content":5271},[5272],{"type":54},[],[],[5276,5277],{"path":2505,"name":29,"lang":39,"published":29},{"path":2507,"name":29,"lang":42,"published":29},1781514122298]