The Resilience Myth (Nikkei Asia)

“The resilience myth: Fatal flaws in the push to secure chip supply chains” — Nikkei Asia (Nov 2022)

External article shared via Signal between DJR and Bliss. Examines the structural challenges and false assumptions behind efforts to “reshore” and “de-risk” semiconductor supply chains.

Key themes:

• The political narrative of supply chain resilience often ignores economic realities
• Reshoring chip manufacturing is extraordinarily expensive and time-consuming
• Geographic diversification doesn’t eliminate concentration risk — it shifts it
• The semiconductor supply chain is a deeply interconnected global system that resists simplistic national-security framings
• Policy interventions (CHIPS Act, EU Chips Act) may create new vulnerabilities while trying to address old ones

Relevance to Project TBD: This article informed the founders’ thinking about why supply chain intelligence (rather than reshoring) is the more tractable problem. The structural complexity described here is exactly what the digital twin aims to make legible.

Full article in local file: Signal/BlissPerry/media/The_resilience_myth-Fatal_flaws…Nikkei_Asia_.md