Semiconductors: Etching the new map of strategic supply
Geopolitics is reshaping the semiconductor supply chain. Here's why your AI infrastructure costs just got more complicated.
Why it matters
As countries vie for domestic semiconductor manufacturing capacity to reduce supply chain risk, the availability and cost of advanced chips—critical to AI model training and inference—will face new regional constraints and tariff pressures.
The key facts
7 to knowGeopolitical shift driving countries to onshore semiconductor manufacturing
Growing demand for advanced semiconductors continues
Strategic supply chain resilience becoming priority
Geopolitical shift driving countries to attract semiconductor manufacturers
Strategic focus on supply chain resilience
Growing demand for advanced semiconductors
McKinsey research on semiconductor manufacturing geography
Go to the source
McKinsey Insightsmckinsey.com
Publisher excerpt: As geopolitics shift, more countries are wooing semiconductor manufacturers to enhance resilience. At the same time, demand for advanced semiconductors continues to grow.