Issue Global supply models are declared unable to guarantee resilience, cost stability or competitiveness

Summary

NTT DATA states plainly that the globalized semiconductor supply model can no longer deliver resilience, cost stability or technological competitiveness, which is the premise that makes sovereign duplication of capacity look rational rather than wasteful.

Classification

Main topicTrade & Economic Security

Secondary topicsIndustry & Supply Chains Geopolitics & Security

Region menusGlobal

Impactscope:global

Time horizon0-3 years (2026-07-26)

Last updated2026-07-29 04:49:52

Evidence 1

Technology Foresight 2026: Sustaining growth in the era of mass intelligence NTT DATA page=48;section=5 Sovereign silicon ecosystems / What it is and why it matters now 2026-03 accessed 2026-07-26

Constituent trends 1

TrendMacrotrend 5: semiconductors become a strategic asset and nations build end-to-end ecosystems5 signals

Directly linked signals 2

Relation types: constitutes · direct_urgent

Public id: fm-241a554bb644