📊Executive Summary

The article discusses how semiconductor supply chains are increasingly constraining industrial growth, particularly in energy and transportation sectors. It highlights that while investments in chip manufacturing are rising, the supply chains remain concentrated and vulnerable, especially for mature-node semiconductors critical for infrastructure. The OECD analysis indicates that the structural exposure of these supply chains can lead to delays in project timelines and commissioning schedules, affecting capital deployment across various sectors. As semiconductor availability tightens, it can push back commissioning dates and complicate asset replacement schedules, underscoring the need for procurement teams to secure reliable semiconductor sources....