; this discussion is more apocalyptic, predicting global microprocessor production falling to “early 2000s levels for perhaps 15 years
This was from 2022. Since then, the US has made significant efforts in de-risking the semiconductor supply chain. The Arizona fab appears to be ahead of schedule and of course is already operational. Additionally rare earth chokepoints have been identified and begun to be addressed. I would lean towards it being less of a slow down in advanced chip manufacturing than expected in the 2022 report.
This was from 2022. Since then, the US has made significant efforts in de-risking the semiconductor supply chain. The Arizona fab appears to be ahead of schedule and of course is already operational. Additionally rare earth chokepoints have been identified and begun to be addressed. I would lean towards it being less of a slow down in advanced chip manufacturing than expected in the 2022 report.