03/31/2026
Small players are quietly reshaping the global semiconductor race. Countries like Vietnam and Ireland, though minor producers, have become essential links in supply chains that make chips cheaper, more resilient, and less dependent on China.
Christopher Cytera shows that no country can dominate the full semiconductor ecosystem alone. As specialization deepens, resilience depends on a network of allies where even outliers like Vietnam and Ireland play a critical role in keeping the West competitive.