Mapping US chip supply chain: China accounts for far more than it appears, report says

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1. Mon, 12 October 2026

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   • South China Morning Post10:00first to report
     Mapping US chip supply chain: China accounts for far more than it appears, report says

     China accounts for about 5 per cent of the equipment and materials directly supplied to the US chip industry when measured by country of manufacture, but its grip on certain rare earths needed for chipmaking is over 90 per cent, according to the Semiconductor Industry Association (SIA). While 95 per cent of the nearly US$27 billion annual spending by American chipmakers on manufacturing equipment and materials was sourced from companies headquartered in the US, Europe, and Japan, that figure...