Semiconductor Geopolitical Concentration

Critical Chokepoints in the Global Chip Supply Chain (2024-2025)

Global Pure-Foundry Market Share

Leading-Edge Capacity (<16nm) by Region

Critical Equipment Market Share

China Mature Node Capacity Share (28nm+)

🚨 Three Critical Chokepoints Control Global Semiconductor Production

TSMC (Taiwan): 62-71% foundry market • ASML (Netherlands): 100% EUV monopoly • China: 70% rare earth mining, 85-90% processing

71%

TSMC Foundry Market Share (Q2 2025)

100%

ASML EUV Monopoly

50.4%

U.S. Global Chip Sales Share

$627.6B

Global Semiconductor Sales (2024)

45%

China Mature Node Share by 2027

$52.7B

U.S. CHIPS Act Funding