📊Executive Summary

The article discusses the complex geopolitical and regulatory landscape affecting semiconductor supply chains, particularly due to tariffs on various materials. It highlights how tariffs on base metals and Chinese-origin goods can significantly increase production costs for semiconductors, with potential cumulative impacts of 10-14% on total production costs. The article also notes that China's control over rare earth elements poses a risk to the supply of critical materials necessary for semiconductor production. As U.S. tariffs escalate, the unpredictability of costs and compliance burdens can create challenges for procurement teams, especially for contract manufacturers and fabless firms operating on tight margins....