The global semiconductor supply chain continues to experience structural shifts driven by capacity expansion, geopolitical realignment, and rising demand from advanced computing applications. Manufacturing concentration remains high, with a limited number of regions accounting for the majority of fabrication output, while lead times for advanced nodes show gradual normalization compared to previous years.
At the same time, inventory levels across downstream electronics manufacturers reflect cautious procurement strategies. Data from industry associations and supplier disclosures indicate a growing focus on localized sourcing, increased capital investment in fabs, and long-term supply agreements to reduce volatility.
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