Three chokepoints dominate the global chip supply chain: Taiwan, ASML and Spruce Pine
sahilypatel · x · 2026-07-26
The post argues that three geographic choke points can disrupt the global semiconductor supply chain.
It highlights:
- Taiwan, where about 90% of the world’s most advanced chips are made
- Veldhoven, the Netherlands, home to ASML, the only maker of EUV lithography machines
- Spruce Pine, North Carolina, a major source of ultra-pure quartz used for silicon wafers
A follow-up adds that Japan and Carl Zeiss are also important, but says these three are the top bottlenecks.
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