The Insane Complexity of the Semiconductor Global Supply Chain

Check out Genspark, an All-in-one AI Workspace that hit $250M ARR in just 12 months. New users can get a sign-up bonus + GetStarted bonus. https://www.genspark.ai/?utm_source=y... #Genspark #WorkwithGenspark ‪@GensparkProduct‬ ********* I'm on Spotify 👉 https://open.spotify.com/show/0qSzwHH... ******* Chapter Breakdown 00:00 Intro 02:20 Base Components 06:57 Sponsor 08:10 The Big 5 14:08 The Replication Problem 14:39 The FABS 16:40 Some More Bottlenecks For Good Luck ******* All materials in these videos are for educational purposes only and fall within the guidelines of fair use. No copyright infringement intended. This video does not provide investment or financial advice of any kind. Music Courtesy of: Epidemic Sound Select Footage Courtesy of: Getty Images #manufacturing #economics #supplychain ******* The SAUCE 🥫 Sankey Visual Data (I weighted this by supplier spending, some of these companies are private so exact numbers may be delayed on inaccurate. Some data has been inferred by working backwards from listed suppliers amongst the public companies. I just wanted to make a pretty diagram) https://www.sec.gov/edgar/browse/?CIK... https://www.sec.gov/Archives/edgar/da... https://www.sec.gov/edgar/browse/?CIK... https://investor.tsmc.com/english/fin... https://jp.toto.com/en/company/ir/ https://www.ajinomoto.com/cms_wp_ajnm... https://investor.tsmc.com/english/fin... https://www.cnbc.com/2025/12/03/micro... https://www.sec.gov/Archives/edgar/da... https://www.sec.gov/Archives/edgar/da... https://investor.synopsys.com/financi... https://investor.cadence.com/financia... https://ir.appliedmaterials.com/ https://investor.nvidia.com/financial... https://www.samsung.com/global/ir/ https://www.intc.com/financial-info/f... https://www.tel.com/ir/library/report... Everything else https://patentimages.storage.googleap... https://www.inc.com/lucia-auerbach/ja... https://www.ajinomoto.com/assets/inno... https://www.nikon.com/business/semi/l... https://www.bloomberg.com/news/articl... https://companiesmarketcap.com/ https://www.reuters.com/world/china/h... https://www.trade.gov/country-commerc... https://www.reuters.com/technology/nv... https://www.digitimes.com/news/a20260... https://appleinsider.com/articles/25/... https://www.vendr.com/marketplace/syn... https://www.justice.gov/opa/pr/cadenc... ----- There is not much that hasn’t already been said, about AI data centers, the chips that power them, the companies that manufacture those chips and the machines that they rely on to do it. But all of this is really only scratching the surface of what is very likely to be the most complex supply chain in the world. The chips that come out of this particular FAB are not even a fully finished product yet, but even here they are the result of over 6,000 individual suppliers from over 40 countries, making the machines that make the machines, that make the machines, that power the world's most advanced technologies. This is a supply chain that is simultaneously far more robust than you have probably been told, but also full of far more bottlenecks,,, which I know sounds like an oxymoron, but I promise it will make sense…