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

Summary

NTT DATA states that the traditional global model for supplying semiconductors is no longer adequate. In the report's view, it can no longer ensure resilience, stable costs or technological competitiveness. This judgement is the stated reason why the shift toward sovereign chip ecosystems matters now. The report adds that rapid progress in AI, high-performance computing and new architectures demands specialised hardware that legacy supply chains cannot deliver on their own. This premise makes national duplication of chip capacity appear a rational investment rather than wasteful redundancy. It also frames supply chain strategy as a question of security and competitiveness rather than cost alone.