SIA & BCG – Emerging Resilience in the Semiconductor Supply Chain (2024)
By Semiconductor Industry Association (SIA) & Boston Consulting Group (BCG)
The report analyzes the resilience of the global semiconductor supply chain amid disruptions and shifting geopolitics. While geographic specialization has driven decades of innovation and cost efficiency, over 75 % of global chip production remains concentrated in East Asia, creating systemic vulnerabilities.
November 17, 2025
