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Chip supply becomes ever more critical as US defense industry wakes up to new geopolitical challenge

WIth the passages of the Chips and Science Act, momentum is gaining traction in the United States to re-shore semiconductor manufacturing, as leading industry players like Intel and Micron announce new investments on domestic manufacturing capabilities one after another. For the US, experiences from the chip shortage crisis from the past two years have elevated supply chain to become a critical national security issue, in the sense that not only automotive and consumer electronics industries were hurt – the US defense industry felt the pinch as well.