2026美国半导体供应链依存关系研究报告.docxVIP

SEPTEMBER2026

UNDERSTANDING

DEPENDENCIESINTHEU.S.SEMICONDUCTORSUPPLYCHAIN

TheU.S.

TheU.S.semiconductorindustrydependsonacomplex,multi.tieredglobal

supplychainofequipmentandmaterials.Addressingvulnerabilitieswill

requireacomprehensivesetofsupply.anddemand.focusedefforts.

EXECUTIVESUMMARY

SemiconductorsareessentialtoAmerica’seconomyandnationalsecurity,poweringeverythingfromsmartphonesandAIinfrastructuretomedicaldevices,cars,manufacturingequipment,anddefensesystems.Overaperiodofdecades,ahighlyinterconnectedglobalsupplychainha