Supply Chain Insights: ASML’s Block, Japan’s Quake, and CHIPS Act Updates

Andrea Klein provides an overview of ASML's export block to China and examines its repercussions on the global supply chain. The episode addresses the recent earthquake's disruption in Japan's semiconductor industry and offers updates on CHIPS Act funding. A forecast of global semiconductor capacity is presented, alongside strategic advice on procurement and sourcing. The episode wraps up with closing remarks.