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The semiconductor industry didn't become what it is overnight—it took decades of careful development rooted in a globalized supply chain framework. Today's chip ecosystem spans multiple continents, with each region playing a critical role in the production pipeline.
But recent policy shifts are creating friction. Some policymakers seem intent on reversing decades of cross-border integration, pushing for protectionist measures that could fragment the industry. This approach risks undermining the very infrastructure that makes modern computing possible.
The reality is stark: the chipmaking sector thrives on interconnected networks, open markets, and collaborative innovation. Retreating from globalization doesn't strengthen domestic capacity—it destabilizes the entire foundation. A fragmented supply chain means higher costs, slower innovation, and worse outcomes for everyone.
If the goal is genuine industrial strength, the answer isn't isolation. It's smarter engagement within the existing framework.