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How AI Is Pushing the Semiconductor Supply Chain to the Limit

Daniel Nenni

Daniel Nenni

Founder
Staff member
The global semiconductor industry powers everything from artificial intelligence to everyday electronics, and is on track to become a $1 trillion market. But its supply chain is under growing strain, as geopolitical tensions and rising demand force companies and governments to rethink how chips are made and where they come from.

0:00 Introduction
1:58 ASML’s Lithography Machine
4:46 AMD & Chip Design
8:10 AI Demand
9:10 TSMC & The Global Supply Chain
12:34 China’s Reshoring
:01 USA’s Silicon Desert
18:03 Texas Instruments Big Bet
22:41 Conclusion

 
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