The semiconductor industry didn't just materialize overnight—it took decades of careful development, global cooperation, and open trade to reach where we are today. This ecosystem thrives on interconnected supply chains spanning multiple continents, from design to manufacturing to distribution.

However, recent policy shifts toward protectionism and reshoring are raising eyebrows across the industry. While the intent to strengthen domestic capabilities is understandable, many analysts argue that fragmenting these carefully built global networks could slow innovation and increase costs. The chipmaking sector has always been a testament to what's possible when countries collaborate rather than compete in isolation.

The question remains: can policy support the industry's growth without disrupting the globalization framework that's been its backbone? Time will tell how this balancing act plays out.