A public service announcement up front: This is the Chip Risk Monitor’s latest monthly installment, brought to you by Horizon Advisory’s team of supply chain and geopolitical intelligence analysts. The goal with the Chip Risk Monitor is to highlight the hidden risks buried in semiconductor dependencies on China and to move from awareness of those risks to…
A new year brings much of the same in the US-China techno-economic competition: The Chip War remains front and center in national and international headlines; the same holds among the policy making circles focused on sensing and shaping where Washington and Beijing are headed next. The US government has started deploying funds from its CHIPS…
The revamped October 7 semiconductor-focused export restrictions have had a couple months to fester – and will soon be over their Federal Register comment period. The new and improved measures aim to tighten US control over cutting-edge features of the semiconductor supply chain by adjusting chip thresholds covered by the restrictions, expanding the scope of…
China’s semiconductor champions pose a variety of risks to the security and prosperity of the United States. Intensified geopolitical competition around the supply chains that bring microelectronics to the market have brought new political, economic, regulatory, and compliance challenges for an integrated, global ecosystem. Horizon Advisory’s Chip Risk Monitor is a recurring source of risk…
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