The Chokepoint Economy: How Geopolitics and Mineral Monopolies Are Reshaping the 2026 Semiconductor Supply Chain
The global semiconductor industry has irrevocably transitioned from an era of frictionless globalization to an epoch defined by statecraft and acute supply chain warfare. We have entered the “Chokepoint Economy”—a landscape where nations actively weaponize monopolies over critical minerals and advanced manufacturing capabilities to secure geopolitical dominance.