Why US Chip Fabs Alone Won’t Fix the Electronics Supply Chain
The engineering reality behind substrate, packaging, and PCB fabrication — and why reshoring a fab doesn’t reshore a product
Explore semiconductor manufacturing and supply chains, including chip fabrication, advanced packaging capacity, component authenticity, reshoring, production bottlenecks, and the infrastructure required to manufacture modern electronics at scale.
The engineering reality behind substrate, packaging, and PCB fabrication — and why reshoring a fab doesn’t reshore a product
For today’s leading AI accelerators, wafer fab capacity is only one constraint — CoWoS advanced packaging and IC substrate qualification cycles can set an equally binding, and at times more immediate, ceiling on output.
Counterfeit semiconductors have caused billions of dollars in estimated losses and continue to threaten electronics supply chains. Learn how fake ICs infiltrate the supply chain, the risks they create for AI hardware, automotive systems, medical devices, and defense electronics, and the advanced inspection methods manufacturers use to stop them.