The next global tech chokepoints - POLITICO
▻https://www.politico.com/newsletters/digital-future-daily/2024/04/17/the-next-global-tech-chokepoints-00152816
As resilient as some parts of the tech economy are, leaders keep learning the hard way that the world has some pretty big bottlenecks as well — potential chokepoints in global supply chains that are hard to plan around, and very expensive to fix.
The pandemic exposed one big Achilles’ heel for the global tech industry: its shockingly fragile supply chain for semiconductors. Covid lockdowns shrank chip production, which relies on a few companies in Asia; their depleted inventories could not keep up when stuck-at-home consumers suddenly spiked demand for digital technology. That left people around the world struggling to buy all sorts of electronic devices, from gaming consoles to smartphones to cars.
Washington reacted with the CHIPS and Science Act, a landmark piece of industrial policy that allocates tens of billions of dollars to prevent future disruptions in a crucial part of the tech trade, and reduce the U.S.’s dangerous overdependence on Asian manufacturing.
The vast and intertwined nature of modern tech supply chains makes it incredibly challenging to pinpoint the specific technologies or components that may trigger the next major shortfall. But it’s also hugely important in shaping the direction of tech policy.
So what are the future microchip-style bottlenecks? What do we need to worry about?
DFD put this question to a range of industry and supply chain specialists, asking them to predict the vulnerabilities that might eventually hold up the tech industry and consumers — and how they’re being addressed, if at all, today.
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