Standing research · Semiconductors

Semiconductors research

Trade flows and filings read together, because where a chip crosses a border and where a company makes money are different questions with different answers. Each study below registers its question before any data is pulled, publishes every row, and is re-run on a schedule.

The chip supply chain did not broaden. It changed address.

The question: Did US semiconductor sourcing diversify away from its 2019 concentration, or did the same flows get relabeled?

What it found: Depends which of three lines you buy. Integrated circuits relabeled — Malaysia lost 23.3 points, Taiwan gained 16.9, and the top three barely moved. Manufacturing machines genuinely diversified.

3 trade lines · 114 partner countries · 64 filers · 14 rejected filer-years published · published 2026-10-25 · re-run when the next annual trade year publishes

Every study here is re-run, and the next reading will differ from the last.

Sound Decisions carries each re-run and each correction, with the registered question written before the data is pulled.

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