Why ASML’s Export Block and CHIPS Act Funding Signal a New Sourcing Playbook

Andrea Klein opens the episode with an introduction to The Rand Report, setting the stage for high-impact updates from key industry players, including ASML's export block to China. The discussion moves to a sourcing risk model for China and the repercussions of an earthquake on Japanese semiconductor facilities. The importance of validating supply chain geographic diversity is examined alongside Microchip Technology's reception of CHIPS Act funding. Domestic partnerships and forecasts for global semiconductor production growth are explored. The episode concludes with strategic leadership advice and closing remarks from Andrea.