# supply-chains

All posts tagged with "supply-chains"

Aerial photograph of a semiconductor fabrication plant

Semiconductor geography after the CHIPS Act

The 2022 US CHIPS and Science Act unlocked $52 B in fab subsidies but reshoring leading-edge nodes remains a decade-long project. Why physical geograp ...

semiconductors us-china industrial-policy supply-chains

Critical Minerals

The rare-earth bottleneck: mining vs. processing as the real chokepoint

Rare-earth elements are not actually rare in the crust. The bottleneck is processing capacity, where China holds 85–90 % share — and that's harder to ...

rare-earth china supply-chains critical-minerals

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