The World’s Most Strategic Supply Chain Is Highly Concentrated and Interdependent
Integrated circuits exceed USD 1 trillion in global trade, with supply concentrated in Asia and demand in China, reinforcing structural dependencies.
Integrated circuits exceed USD 1 trillion in global trade, with supply concentrated in Asia and demand in China, reinforcing structural dependencies.
FDI and M&A remained concentrated in Asia and North America, while infrastructure attracted the bulk of project-financed investment.
Elevated supply chain stress in 2025 is carrying into 2026, increasing execution risk for procurement teams even as global trade grows.
While manufacturing has declined steadily in the U.S., EU, Japan and Germany, China has sustained a uniquely high manufacturing share.