Processor, memory boom could push chip supply chain out of sync, says Yole

The current imbalance in the chip supply chain is showing clear signs of 'decoupling,' not by chance. Technologically, the surge in processors and memory has widened the gap between upstream materials, equipment, and design sectors, especially in EUV lithography and advanced nodes, where capacity constraints are intensifying. From a compliance standpoint, geopolitical pressures are forcing companies to reassess their supply chain strategies, particularly concerning key regions like Taiwan, China, and Hong Kong, China, leading to increased operational costs. In market terms, leading firms are accelerating vertical integration or seeking alternative partnerships—such as TSMC and Samsung expanding local investments, while Western companies increasingly turn to non-sensitive regions. Over the next 12 to 24 months, this trend will evolve into a long-term structural shift, with technological self-reliance becoming a core survival factor. Supply chain resilience and regionalized strategies will dominate future strategic planning.