[{"data":1,"prerenderedAt":3498},["ShallowReactive",2],{"resources-news-and-press-mine-games-critical-mineral-supply-chain-risks-en-published":3},{"name":4,"created_at":5,"published_at":6,"updated_at":7,"id":8,"uuid":9,"content":10,"slug":3485,"full_slug":3486,"sort_by_date":3487,"position":3488,"tag_list":3489,"is_startpage":11,"parent_id":773,"meta_data":30,"group_id":3490,"first_published_at":3491,"release_id":30,"lang":36,"path":30,"alternates":3492,"default_full_slug":3486,"translated_slugs":3493},"Mine Games: Identifying the rare earth mines the modern economy runs on","2026-10-04T16:50:23.573Z","2026-10-06T16:35:00.174Z","2026-10-06T16:35:00.194Z",227094625020283,"e4cb25b2-b343-4da5-8d03-e4f1c0c2f26e",{"big":11,"_uid":12,"type":13,"pinned":11,"section":45,"tagline":324,"metatags":325,"overline":332,"component":333,"thumbnail":334,"additional_seo":339,"related_articles":343,"footer_cta_text_alt":3482},false,"43d1daf6-9e44-4ad4-a10c-e756b640a4e2",[14],{"name":15,"created_at":16,"published_at":17,"updated_at":18,"id":19,"uuid":20,"content":21,"slug":28,"full_slug":29,"sort_by_date":30,"position":31,"tag_list":32,"is_startpage":11,"parent_id":33,"meta_data":30,"group_id":34,"first_published_at":35,"release_id":30,"lang":36,"path":30,"alternates":37,"default_full_slug":29,"translated_slugs":38,"_stopResolving":44},"News","2024-10-07T14:18:24.665Z","2026-10-06T16:44:59.381Z","2026-10-06T16:44:59.395Z",559406767,"caaa14d6-ad7d-4571-8cac-c12f74cbf6f8",{"_uid":22,"component":23,"folder_slug":24,"overview_page":25,"articles_page_title":27},"0af0729a-ece1-44cd-9218-caaebf8be2cc","article_type","test/articles/news",[26],"d39345bd-3324-4fd0-bce5-e03e75b38084","News & Press","news","articles/type/news",null,10,[],559406674,"00eeefe4-0edc-4aa3-ac0e-df55ccef1fa1","2025-02-24T11:49:55.897Z","default",[],[39,41],{"path":29,"name":30,"lang":40,"published":30},"fr",{"path":42,"name":30,"lang":43,"published":30},"artikel/typ/news","de",true,[46],{"_uid":47,"title":4,"content":48,"subtitle":322,"component":323},"98eb847b-2e19-47ed-9eff-03c0bd068454",[49],{"_uid":50,"is_big":11,"content":51,"component":321},"8c77d545-5076-4cf8-a710-fa5e9c132d99",{"type":52,"content":53},"doc",[54,64,86,88,93,98,105,107,116,129,131,138,143,145,152,159,164,169,171,178,185,190,195,197,204,209,223,225,232,298,299,307,312],{"type":55,"attrs":56,"content":57},"paragraph",{"textAlign":30},[58],{"text":59,"type":60,"marks":61},"Prewave's latest report is a field guide to the mining sites that keep modern industry running, and why the biggest risks are rarely the ones you would expect.","text",[62],{"type":63},"bold",{"type":55,"attrs":65,"content":66},{"textAlign":30},[67,71],{"text":68,"type":60,"marks":69},"Get full access to the report: ",[70],{"type":63},{"text":72,"type":60,"marks":73},"Download Mine Games",[74],{"type":75,"attrs":76},"link",{"href":77,"uuid":78,"anchor":30,"target":79,"linktype":80,"story":81},"/reports/mine-games","82bcf52a-38b7-4b14-a5be-02aad20de2c4","_self","story",{"name":82,"id":83,"uuid":78,"slug":84,"url":85,"full_slug":85,"_stopResolving":44},"Mine Games",195508052855160,"mine-games","reports/mine-games",{"type":87},"horizontal_rule",{"type":55,"attrs":89,"content":90},{"textAlign":30},[91],{"text":92,"type":60},"Most of the sites that keep modern industry moving are places you will never visit, and in a few cases would be well advised not to. ",{"type":55,"attrs":94,"content":95},{"textAlign":30},[96],{"text":97,"type":60},"A single town in North Carolina supplies the ultra-pure quartz without which the semiconductor industry grinds to a halt. A stretch of central Africa produces most of the world's cobalt. The heavy rare earths inside electric motors are dug from hillsides sitting in the middle of an active civil war. These are not edge cases. They are the foundations.",{"type":55,"attrs":99,"content":100},{"textAlign":30},[101,103],{"text":102,"type":60},"Prewave's latest flagship report, Mine Games, is a tour of those foundations: the mines and processing hubs behind the automotive, energy, electronics, manufacturing and defence industries. It maps what each site produces, who controls it, what it would take to replace, and the very different kinds of risk built around each one.",{"type":104},"hard_break",{"type":55,"attrs":106},{"textAlign":30},{"type":108,"attrs":109,"content":111},"heading",{"level":110,"textAlign":30},2,[112],{"text":113,"type":60,"marks":114},"The bottleneck is rarely the rock",[115],{"type":63},{"type":55,"attrs":117,"content":118},{"textAlign":30},[119,124,125,126,128],{"text":120,"type":60,"marks":121},"“Digging it up is the easy part. Everything that happens after is where the trouble starts.”",[122],{"type":123},"italic",{"type":104},{"type":104},{"text":127,"type":60},"It is tempting to treat critical mineral risk as a question of geology, of who holds the largest deposits. But across almost every site in the report, the deposits turn out to be the least of it. Rare earths are not especially rare. Lithium is abundant. What is scarce is the capacity to process, refine and move these materials, and the stability of the places that do it. The leverage sits in the ecosystem built around the rock, not in the rock itself.",{"type":104},{"type":55,"attrs":130},{"textAlign":30},{"type":108,"attrs":132,"content":133},{"level":110,"textAlign":30},[134],{"text":135,"type":60,"marks":136},"Built on expert analysis",[137],{"type":63},{"type":55,"attrs":139,"content":140},{"textAlign":30},[141],{"text":142,"type":60},"Mine Games is a field guide assembled by Prewave's risk research team, drawing on open-source intelligence, industry data and years of tracking supply chain risk. It connects what we see into one picture: which sites matter, why, and the concentration, chokepoint and conflict risk surrounding each one. Each destination is scored on three things: strategic importance, tourist appeal, and geopolitical drama. Only one of those is a joke.",{"type":55,"attrs":144},{"textAlign":30},{"type":108,"attrs":146,"content":147},{"level":110,"textAlign":30},[148],{"text":149,"type":60,"marks":150},"The risk that doesn't show up on a map",[151],{"type":63},{"type":55,"attrs":153,"content":154},{"textAlign":30},[155],{"text":156,"type":60,"marks":157},"“Most companies would not know their supply chain runs through a war zone. That is precisely the problem.”",[158],{"type":123},{"type":55,"attrs":160,"content":161},{"textAlign":30},[162],{"text":163,"type":60},"The uncomfortable theme running through the report is visibility. By the time a material has been mined, shipped, refined and blended, its origin is effectively invisible. ",{"type":55,"attrs":165,"content":166},{"textAlign":30},[167],{"text":168,"type":60},"A carmaker relying on heavy rare earths from northern Myanmar, or a chipmaker relying on quartz from a single Appalachian town, will rarely see that dependency in its own supplier data. The risk is not only that these chokepoints exist. It is that most organisations cannot see far enough down their own chains to know they are exposed to them.",{"type":55,"attrs":170},{"textAlign":30},{"type":108,"attrs":172,"content":173},{"level":110,"textAlign":30},[174],{"text":175,"type":60,"marks":176},"Not every chokepoint looks the same",[177],{"type":63},{"type":55,"attrs":179,"content":180},{"textAlign":30},[181],{"text":182,"type":60,"marks":183},"“Some sites are fragile because there is only one of them. Others because of where they happen to be.”",[184],{"type":123},{"type":55,"attrs":186,"content":187},{"textAlign":30},[188],{"text":189,"type":60},"One of the report's aims is to show that critical mineral risk does not come in a single flavour. Some sites are dangerous through sheer concentration, like the rare earth ecosystem centred on Bayan Obo. ",{"type":55,"attrs":191,"content":192},{"textAlign":30},[193],{"text":194,"type":60},"Some are single points of failure, like Spruce Pine's high-purity quartz. Some carry conflict risk, like the heavy rare earth mines of Kachin State. Others carry environmental and social pressure that threatens their own future, like lithium extraction in the water-starved Atacama. Treating them all as the same problem is how resilience planning goes wrong.",{"type":55,"attrs":196},{"textAlign":30},{"type":108,"attrs":198,"content":199},{"level":110,"textAlign":30},[200],{"text":201,"type":60,"marks":202},"What can actually be done?",[203],{"type":63},{"type":55,"attrs":205,"content":206},{"textAlign":30},[207],{"text":208,"type":60},"No company can redraw the global map of critical minerals on its own, and full independence from the most concentrated sites is not realistic in the near term. Meaningful exposure reduction is. It starts with knowing which of these places you quietly depend on, understanding which dependencies are structural rather than temporary, and building the visibility to act before a distant disruption becomes a local one.",{"type":55,"attrs":210,"content":211},{"textAlign":30},[212,214,221],{"text":213,"type":60},"Exposed? ",{"text":215,"type":60,"marks":216},"Book a demo",[217],{"type":75,"attrs":218},{"href":219,"uuid":30,"anchor":30,"target":79,"linktype":220},"https://503jx.share-eu1.hsforms.com/2u3a-LoW9T1yWjlzB-_qLKw","url",{"text":222,"type":60}," with Prewave to find out how your supply chain touches the sites in Mine Games.",{"type":55,"attrs":224},{"textAlign":30},{"type":108,"attrs":226,"content":227},{"level":110,"textAlign":30},[228],{"text":229,"type":60,"marks":230},"Five key takeaways for supply chain leaders",[231],{"type":63},{"type":233,"attrs":234,"content":236},"ordered_list",{"order":235},1,[237,250,262,274,286],{"type":238,"content":239},"list_item",[240],{"type":55,"attrs":241,"content":242},{"textAlign":30},[243,247,248],{"text":244,"type":60,"marks":245},"The rock is rarely the risk. ",[246],{"type":63},{"type":104},{"text":249,"type":60},"Deposits are widespread. The fragility lives in processing, logistics and the stability of a handful of specific locations.",{"type":238,"content":251},[252],{"type":55,"attrs":253,"content":254},{"textAlign":30},[255,259,260],{"text":256,"type":60,"marks":257},"Find your single points of failure first. ",[258],{"type":63},{"type":104},{"text":261,"type":60},"Some materials trace back to one town, one facility or one region. Those are the dependencies worth identifying before anything else.",{"type":238,"content":263},[264],{"type":55,"attrs":265,"content":266},{"textAlign":30},[267,271,272],{"text":268,"type":60,"marks":269},"Risk comes in different shapes. ",[270],{"type":63},{"type":104},{"text":273,"type":60},"Concentration, conflict, environmental pressure and substitutability each call for a different response. One resilience playbook will not cover them.",{"type":238,"content":275},[276],{"type":55,"attrs":277,"content":278},{"textAlign":30},[279,283,284],{"text":280,"type":60,"marks":281},"Visibility is the precondition for resilience. ",[282],{"type":63},{"type":104},{"text":285,"type":60},"You cannot manage exposure you cannot see, and most of it sits well below your direct suppliers.",{"type":238,"content":287},[288],{"type":55,"attrs":289,"content":290},{"textAlign":30},[291,295,296],{"text":292,"type":60,"marks":293},"Act on what is movable now. ",[294],{"type":63},{"type":104},{"text":297,"type":60},"Full independence is off the table in the near term. Targeted exposure reduction, through sourcing and specification choices, is not.",{"type":87},{"type":108,"attrs":300,"content":302},{"level":301,"textAlign":30},3,[303],{"text":304,"type":60,"marks":305},"Get your copy of Mine Games",[306],{"type":63},{"type":55,"attrs":308,"content":309},{"textAlign":30},[310],{"text":311,"type":60},"The full report is available to download now. Consider it a field guide for procurement, sourcing and risk teams working out which of the world's most critical, and most fragile, sites they actually depend on.",{"type":55,"attrs":313,"content":314},{"textAlign":30},[315],{"text":72,"type":60,"marks":316},[317,320],{"type":75,"attrs":318},{"href":77,"uuid":78,"anchor":30,"target":79,"linktype":80,"story":319},{"name":82,"id":83,"uuid":78,"slug":84,"url":85,"full_slug":85,"_stopResolving":44},{"type":63},"c-text","","m-section","Posted July 8, 2026 • 7 min read",{"_uid":326,"title":327,"plugin":328,"og_image":329,"og_title":330,"description":331,"twitter_image":329,"twitter_title":330,"og_description":331,"twitter_description":331},"f1fbc0ea-bbcb-495f-9ae2-ed2f1e3b0864","Critical Mineral Supply Chain Risks: Hidden Mining Dependencies | Prewave","seo_metatags","https://a.storyblok.com/f/297658/2750x2200/620e679a3a/prewave-newsheader-2750x2200-1.png","Mine Games: The Critical Mineral Supply Chain Risks Behind Modern Industry | Prewave","Where do your critical materials really come from? Explore hidden mining dependencies, rare earth chokepoints, and supply chain risks in Prewave's Mine Games report.","7 min read","article",{"id":335,"alt":336,"name":322,"focus":322,"title":322,"source":322,"filename":329,"copyright":322,"fieldtype":337,"meta_data":338,"is_external_url":11},195508239544372,"Illustration of critical mineral mines and global supply chain dependencies featured in the Mine Games report","asset",{"alt":336,"title":322,"source":322,"copyright":322},[340],{"_uid":341,"no_index":11,"canonical":322,"component":342,"no_follow":11},"a1441f78-f069-4983-a21f-676a4695b339","additional-seo",[344,1166,1966],{"name":345,"created_at":5,"published_at":346,"updated_at":347,"id":348,"uuid":349,"content":350,"slug":1150,"full_slug":1151,"sort_by_date":1152,"position":1153,"tag_list":1154,"is_startpage":11,"parent_id":773,"meta_data":30,"group_id":1155,"first_published_at":1156,"release_id":30,"lang":36,"path":30,"alternates":1157,"default_full_slug":1151,"translated_slugs":1158,"_stopResolving":44,"cols":1163},"Prewave Named A Leader in the 2026 Gartner® Magic Quadrant™ for Supplier Risk Management Solutions","2026-10-06T16:35:00.343Z","2026-10-06T16:35:00.363Z",227094625003896,"b86c8eed-7523-4c7c-9d86-4512a781fd1d",{"big":11,"_uid":12,"type":351,"pinned":11,"section":360,"tagline":445,"metatags":446,"overline":449,"component":333,"thumbnail":450,"additional_seo":453,"related_articles":454,"footer_cta_text_alt":1147},[352],{"name":15,"created_at":16,"published_at":17,"updated_at":18,"id":19,"uuid":20,"content":353,"slug":28,"full_slug":29,"sort_by_date":30,"position":31,"tag_list":355,"is_startpage":11,"parent_id":33,"meta_data":30,"group_id":34,"first_published_at":35,"release_id":30,"lang":36,"path":30,"alternates":356,"default_full_slug":29,"translated_slugs":357,"_stopResolving":44},{"_uid":22,"component":23,"folder_slug":24,"overview_page":354,"articles_page_title":27},[26],[],[],[358,359],{"path":29,"name":30,"lang":40,"published":30},{"path":42,"name":30,"lang":43,"published":30},[361],{"_uid":47,"title":345,"content":362,"subtitle":322,"component":323},[363],{"_uid":50,"is_big":11,"content":364,"component":321},{"type":52,"content":365},[366,373,378,387,400,401,406,411,422,423,430,435,440],{"type":55,"attrs":367,"content":368},{"textAlign":30},[369],{"text":370,"type":60,"marks":371},"Recognised for Completeness of Vision and Ability to Execute",[372],{"type":63},{"type":55,"attrs":374,"content":375},{"textAlign":30},[376],{"text":377,"type":60},"We are excited to share that Prewave has been recognised as a Leader in the 2026 Gartner® Magic Quadrant™ for Supplier Risk Management Solutions. ",{"type":55,"attrs":379,"content":380},{"textAlign":30},[381,383,384,385],{"text":382,"type":60},"As global supplier networks continue to evolve, organisations face increasing complexity to implement strategies for resilience. We remain focused on supporting organisations with AI-driven insights to identify, assess, and respond to risks across multi-tier supply chains.",{"type":104},{"type":104},{"text":386,"type":60},"According to CEO Harald Nitschinger:",{"type":55,"attrs":388,"content":389},{"textAlign":30},[390,394,395,396],{"text":391,"type":60,"marks":392},"“We are delighted with the acknowledgment by Gartner® as a Leader in the Magic Quadrant™ for Supplier Risk Management Solutions as we drive innovation in supplier risk management. In Europe and beyond, Prewave supports customers with AI-first technology that enables the early identification and mitigation of risks in complex supply chains.”",[393],{"type":123},{"type":104},{"type":104},{"text":397,"type":60,"marks":398},"Check back for a complimentary copy of the full report soon!",[399],{"type":63},{"type":87},{"type":108,"attrs":402,"content":403},{"level":110,"textAlign":30},[404],{"text":405,"type":60},"About Gartner and the Magic Quadrant",{"type":55,"attrs":407,"content":408},{"textAlign":30},[409],{"text":410,"type":60},"Gartner delivers actionable, objective insight to executives and their teams. Its expert guidance and tools enable faster, smarter decisions and stronger performance on an organisation’s mission-critical priorities.",{"type":55,"attrs":412,"content":413},{"textAlign":30},[414,416],{"text":415,"type":60},"The 2026 Gartner® Magic Quadrant™ for Supplier Risk Management Solutions evaluates vendors based on their Ability to Execute and Completeness of Vision. We are honoured to be included among the recognised vendors in this important report. ",{"text":417,"type":60,"marks":418},"Learn more about the Magic Quadrant.",[419],{"type":75,"attrs":420},{"href":421,"uuid":30,"anchor":30,"target":79,"linktype":220},"https://www.gartner.com/en/research/magic-quadrant",{"type":87},{"type":55,"attrs":424,"content":425},{"textAlign":30},[426],{"text":427,"type":60,"marks":428},"Attribution and Disclaimers:",[429],{"type":63},{"type":55,"attrs":431,"content":432},{"textAlign":30},[433],{"text":434,"type":60},"Gartner, Magic Quadrant for Supplier Risk Management Solutions, Cian Curtin, Martin Shreffler, Cheryl Van Dyke, Micky Keck, April 2026.",{"type":55,"attrs":436,"content":437},{"textAlign":30},[438],{"text":439,"type":60},"Gartner and Magic Quadrant are trademarks of Gartner, Inc. and/or its affiliates.",{"type":55,"attrs":441,"content":442},{"textAlign":30},[443],{"text":444,"type":60},"Gartner does not endorse any company, vendor, product or service depicted in its publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner publications consist of the opinions of Gartner’s business and technology insights organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this publication, including any warranties of merchantability or fitness for a particular purpose.\"","Posted May 4, 2026 • 5 min read",{"_uid":326,"title":345,"plugin":328,"og_image":447,"og_title":345,"description":448,"twitter_image":447,"twitter_title":345,"og_description":448,"twitter_description":448},"https://a.storyblok.com/f/297658/2750x2200/de4dca533d/gartner-blog-header.jpg","Prewave named as a Leader in 2025 Gartner® Magic Quadrant Leader for Supplier Risk Management Solutions. Recognised for vision, execution, and sustainable procurement innovation.","5 min read",{"id":451,"alt":322,"name":322,"focus":322,"title":322,"source":322,"filename":447,"copyright":322,"fieldtype":337,"meta_data":452,"is_external_url":11},160534614092080,{},[],[455,782,968],{"name":456,"created_at":5,"published_at":457,"updated_at":458,"id":459,"uuid":460,"content":461,"slug":768,"full_slug":769,"sort_by_date":770,"position":771,"tag_list":772,"is_startpage":11,"parent_id":773,"meta_data":30,"group_id":774,"first_published_at":775,"release_id":30,"lang":36,"path":30,"alternates":776,"default_full_slug":769,"translated_slugs":777,"_stopResolving":44},"Prewave Named a Sample Vendor in the Gartner® Hype Cycle™ for Procurement and Sourcing Solutions, 2026","2026-10-06T16:35:00.360Z","2026-10-06T16:35:00.385Z",227094625028476,"12187e94-7366-47c5-87d5-4ab9bbcd225d",{"big":11,"_uid":12,"type":462,"pinned":11,"section":463,"tagline":751,"metatags":752,"overline":755,"component":333,"thumbnail":756,"additional_seo":761,"related_articles":762,"footer_cta_text_alt":765},[20],[464],{"_uid":47,"title":465,"content":466,"subtitle":322,"component":323},"Prewave named a Sample Vendor in the Gartner® Hype Cycle™ for Procurement and Sourcing Solutions, 2026",[467],{"_uid":50,"is_big":11,"content":468,"component":321},{"type":52,"attrs":469,"content":470},{"backgroundColor":30},[471,492,493,498,503,522,545,546,551,556,572,577,582,583,588,593,608,613,630,634,649,654,659,661,665,680,685,690,691,696,709,710,715,728,735,740,741,746],{"type":55,"attrs":472,"content":473},{"textAlign":30},[474,478,481,484],{"text":475,"type":60,"marks":476},"More insight on the technologies shaping the future of procurement: get complimentary access to the Gartner® Hype Cycle™ for Procurement and Sourcing Solutions, 2026.",[477],{"type":63},{"type":104,"marks":479},[480],{"type":63},{"type":104,"marks":482},[483],{"type":63},{"text":485,"type":60,"marks":486},"Download report",[487,491],{"type":75,"attrs":488},{"href":489,"uuid":490,"anchor":30,"target":79,"linktype":80},"/a-sample-vendor-for-supplier-risk-management-gartner-hype-cycle-for-procurement-and-sourcing-solutions-2026","6a331a84-bd29-4144-a9f7-1ad2d86ab9a5",{"type":63},{"type":87},{"type":108,"attrs":494,"content":495},{"level":110,"textAlign":30},[496],{"text":497,"type":60},"Named a Sample Vendor, Two Years in a Row",{"type":55,"attrs":499,"content":500},{"textAlign":30},[501],{"text":502,"type":60},"Prewave has been named a Sample Vendor in the Gartner® Hype Cycle™ for Procurement and Sourcing Solutions, 2026. ",{"type":55,"attrs":504,"content":505},{"textAlign":30},[506,508,512,516,520],{"text":507,"type":60},"The report comes at an important time for procurement and sourcing. According to Gartner®: ",{"text":509,"type":60,"marks":510},"“",[511],{"type":123},{"text":513,"type":60,"marks":514},"Chief procurement officers (CPOs) face mounting challenges as supply chains grow more complex and disruptions intensify. Navigating geopolitical risks, volatile markets, and evolving regulations demands strategic foresight.",[515],{"type":63},{"text":517,"type":60,"marks":518},"”",[519],{"type":123},{"text":521,"type":60}," In the report, Gartner® states that this Hype Cycle helps CPOs assess the maturity and benefits of emerging sourcing and procurement tools, and make informed investment decisions.  ",{"type":55,"attrs":523,"content":524},{"textAlign":30},[525,527,531,533,537,539,543],{"text":526,"type":60},"2026 marks the second consecutive year Prewave has been named a Sample Vendor in this Hype Cycle. In 2025, Prewave was named under ",{"text":528,"type":60,"marks":529},"Supplier Risk Management ",[530],{"type":63},{"text":532,"type":60},"and ",{"text":534,"type":60,"marks":535},"Multitier Supplier Visibility",[536],{"type":63},{"text":538,"type":60},". In 2026 it is named under both again, in addition to inclusion in the category ",{"text":540,"type":60,"marks":541},"Sustainable Procurement Applications",[542],{"type":63},{"text":544,"type":60},".",{"type":87},{"type":108,"attrs":547,"content":548},{"level":110,"textAlign":30},[549],{"text":550,"type":60},"Prewave is connecting CPOs to the technologies that matter",{"type":55,"attrs":552,"content":553},{"textAlign":30},[554],{"text":555,"type":60},"The uncertainty around supplier risk is changing the landscape for CPOs and other procurement professionals. Beyond simply identifying risk, particularly in deeper supply chain tiers, procurement teams are increasingly asked to quantify the business impact of disruption and create a defensible case for resilience.  ",{"type":55,"attrs":557,"content":558},{"textAlign":30},[559,561,565,569],{"text":560,"type":60},"Among the obstacles Gartner® lists for supplier risk management is the argument that: ",{"text":562,"type":60,"marks":563},"\"",[564],{"type":123},{"text":566,"type":60,"marks":567},"Constructing a business case based solely on ROI is challenging, as quantifying the value of managed risk in advance is difficult to substantiate.",[568],{"type":63},{"text":562,"type":60,"marks":570},[571],{"type":123},{"type":55,"attrs":573,"content":574},{"textAlign":30},[575],{"text":576,"type":60},"At Prewave, we believe that is the central problem in supply chain risk today, and it is the one Prewave is built to answer. While visibility is a vital part of identifying risk and defining resilience measures, seeing every risk across a hundred thousand suppliers replaces seeing too little with seeing too much. ",{"type":55,"attrs":578,"content":579},{"textAlign":30},[580],{"text":581,"type":60},"The key is context: the same event at the same supplier means different things to businesses: depending on inventory and on what switching would cost. Connecting the outside signal to those internal numbers changes the conversation from “we have a risk and need to do something” to “invest X here, safeguard Y in revenue.” This shift sees resilience become a steering instrument, not an insurance premium argued from fear. ",{"type":87},{"type":108,"attrs":584,"content":585},{"level":110,"textAlign":30},[586],{"text":587,"type":60},"Inside the Gartner® Hype Cycle™ for Procurement and Sourcing Solutions, 2026: where Prewave features",{"type":108,"attrs":589,"content":590},{"level":301,"textAlign":30},[591],{"text":592,"type":60},"Supplier Risk Management",{"type":55,"attrs":594,"content":595},{"textAlign":30},[596,598,601,605],{"text":597,"type":60},"According to Gartner®, ",{"text":562,"type":60,"marks":599},[600],{"type":123},{"text":602,"type":60,"marks":603},"Supplier risk management solutions enable procurement teams to manage risk events that impact their supply and initiate risk response plans.",[604],{"type":63},{"text":562,"type":60,"marks":606},[607],{"type":123},{"type":55,"attrs":609,"content":610},{"textAlign":30},[611],{"text":612,"type":60},"Prewave’s AI processes millions of public data points every day across more than 50 languages and 200+ risk categories: local news, social media, customs records, court filings, regulatory registers, and NGO reporting. A fire, an insolvency filing, a strike, a sanctions listing, a cyber incident, surfaced in hours, rather than at the next quarterly review.",{"type":55,"attrs":614,"content":615},{"textAlign":30},[616,618,619,620,628,629],{"text":617,"type":60},"However, detection is only one part – turning that into actionable mitigation is where risk intelligence becomes valuable. When the Francis Scott Key Bridge closed the Port of Baltimore, Prewave helped one automotive OEM reduce mitigation efforts by 92%, resulting in zero production delays and no missed deliveries. The same team now handles four times the incidents with the same headcount.",{"type":104},{"type":104},{"text":621,"type":60,"marks":622},"Read the case study",[623,627],{"type":75,"attrs":624},{"href":625,"uuid":626,"anchor":30,"target":79,"linktype":80},"/cases/how-a-leading-automotive-oem-group-cut-risk-response-time-by-60-securing-zero-downtime","51ddd861-0120-4c3a-b6dd-22fb05e10209",{"type":63},{"type":104},{"type":104},{"type":108,"attrs":631,"content":632},{"level":301,"textAlign":30},[633],{"text":534,"type":60},{"type":55,"attrs":635,"content":636},{"textAlign":30},[637,639,642,646],{"text":638,"type":60},"In the Gartner® Hype Cycle™ for Procurement and Sourcing Solutions, 2026, multitier supplier visibility solutions are defined as ",{"text":509,"type":60,"marks":640},[641],{"type":123},{"text":643,"type":60,"marks":644},"advanced applications that provide organizations with comprehensive insight into their supply chain networks.",[645],{"type":63},{"text":562,"type":60,"marks":647},[648],{"type":123},{"type":55,"attrs":650,"content":651},{"textAlign":30},[652],{"text":653,"type":60},"Hidden vulnerabilities can transform a small upstream issue into a full-blown disruption downstream: putting reputation and revenue at risk. The more complex a supply chain is, and the more tiers it contains, the harder it becomes to track: especially where no direct relationship exists.",{"type":55,"attrs":655,"content":656},{"textAlign":30},[657],{"text":658,"type":60},"Prewave’s Tier-N transparency monitors risk at every tier of customer networks, from raw materials through to finished parts. We work with customers to map their complete supply chains, using our data to recognise and predict relationships between suppliers that they may not be able to see, and ensuring full transparency. ",{"type":55,"attrs":660},{"textAlign":30},{"type":108,"attrs":662,"content":663},{"level":301,"textAlign":30},[664],{"text":540,"type":60},{"type":55,"attrs":666,"content":667},{"textAlign":30},[668,670,673,677],{"text":669,"type":60},"This Hype Cycle™ describes sustainable procurement applications as those that ",{"text":509,"type":60,"marks":671},[672],{"type":123},{"text":674,"type":60,"marks":675},"help buying organizations assess the performance of their suppliers across multiple environmental, social and governance (ESG) topics.",[676],{"type":63},{"text":562,"type":60,"marks":678},[679],{"type":123},{"type":55,"attrs":681,"content":682},{"textAlign":30},[683],{"text":684,"type":60},"Sustainable procurement is where regulatory obligation and commercial exposure meet. However, EUDR, LkSG, CSDDD and forced labour rules ask for broadly the same four things: a risk analysis that can be justified, preventive measures where risk is found, a complaints channel, and documentation proving all of it happened.",{"type":55,"attrs":686,"content":687},{"textAlign":30},[688],{"text":689,"type":60},"Prewave runs that risk analysis continuously from external sources rather than from questionnaires, ensuring faster responses and efficient compliance. Suppliers are only asked about what the data cannot answer. Findings route into corrective actions with owners and deadlines, and every step is logged, so reporting for each regulation comes from one evidence trail rather than being assembled separately each time.",{"type":87},{"type":108,"attrs":692,"content":693},{"level":110,"textAlign":30},[694],{"text":695,"type":60},"Prewave Co-founder and CEO, Harald Nitschinger:",{"type":55,"attrs":697,"content":698},{"textAlign":30},[699,702,706],{"text":562,"type":60,"marks":700},[701],{"type":123},{"text":703,"type":60,"marks":704},"Prewave has been named a Sample Vendor under three innovations in this year's report, and we believe that reflects our response to the challenges our customers are dealing with right now. Disruption, in our opinion, is not an event that occurs once or twice a year: it is the environment they work in. Our customers need to know which exposure actually threatens their business, and how they can respond to safeguard their revenue. That is what we build.",[705],{"type":63},{"text":562,"type":60,"marks":707},[708],{"type":123},{"type":87},{"type":108,"attrs":711,"content":712},{"level":110,"textAlign":30},[713],{"text":714,"type":60},"About the Gartner® Hype Cycle™",{"type":55,"attrs":716,"content":717},{"textAlign":30},[718,720,721,722,724],{"text":719,"type":60},"Prewave is named as a Sample Vendor in the Gartner® Hype Cycle™ for Procurement and Sourcing Solutions, 2026 under Supplier Risk Management, Multitier Supplier Visibility and Sustainable Procurement Applications.",{"type":104},{"type":104},{"text":723,"type":60},"Source: ",{"text":725,"type":60,"marks":726},"Gartner, Hype Cycle for Procurement and Sourcing Solutions, 2026, Lynne Phelan, Martin Shreffler, Chaithanya Paradarami, Magnus Bergfors, Alex Brady, 10 June 2026.",[727],{"type":63},{"type":55,"attrs":729,"content":730},{"textAlign":30},[731],{"text":732,"type":60,"marks":733},"Gartner and Hype Cycle are trademarks of Gartner, Inc., and/or its affiliates.",[734],{"type":63},{"type":55,"attrs":736,"content":737},{"textAlign":30},[738],{"text":739,"type":60},"Gartner does not endorse any company, vendor, product or service depicted in its publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner publications consist of the opinions of Gartner’s business and technology insights organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this publication, including any warranties of merchantability or fitness for a particular purpose.",{"type":87},{"type":108,"attrs":742,"content":743},{"level":110,"textAlign":30},[744],{"text":745,"type":60},"About Prewave",{"type":55,"attrs":747,"content":748},{"textAlign":30},[749],{"text":750,"type":60},"Prewave, a leading and innovative provider of solutions in supplier risk management, is headquartered in Vienna, Austria and offers expertise worldwide. Founded in 2017, Prewave is at the forefront of a new era of supply chain transparency, resilience and sustainability: combining customer and industry data with sources from news, social media and other databases to understand and report on supply chain risk. Prewave's AI analyses the impact of risk events on suppliers and commodities along every tier of the supply chain, analysing sources in more than 50 languages across 200+ risk categories to ensure that no disruption goes unnoticed.","Posted September 1, 2026 • 6 min read",{"_uid":326,"title":465,"plugin":328,"og_image":753,"og_title":465,"description":754,"twitter_image":753,"twitter_title":465,"og_description":754,"twitter_description":754},"https://a.storyblok.com/f/297658/2750x2200/0af4976ddc/2026_hc_newsheader.png","Prewave named a Sample Vendor in the Gartner® Hype Cycle™ for Procurement and Sourcing Solutions, 2026 — second year running, now across three categories.","6 min read",{"id":757,"alt":758,"name":322,"focus":322,"title":758,"source":322,"filename":753,"copyright":322,"fieldtype":337,"meta_data":759,"is_external_url":11},210685989519146,"Prewave Named Sample Vendor in Gartner® Hype Cycle™ 2026",{"alt":758,"size":760,"title":758,"source":322,"copyright":322},"2750x2200",[],[349,763,764],"9dedf421-ca5d-4ea1-baf1-c7681b71625e","171c6dcb-36bd-45e4-974c-d3c813d2539e",{"type":52,"content":766},[767],{"type":55},"prewave-named-a-sample-vendor-in-the-gartner-hype-cycle-for-procurement-and-sourcing-solutions-2026","resources/news-and-press/prewave-named-a-sample-vendor-in-the-gartner-hype-cycle-for-procurement-and-sourcing-solutions-2026","2026-02-04",-660,[],227094623488351,"c06c925a-e09c-4437-9adb-13ffc72afa08","2026-02-04T08:00:00.000Z",[],[778,780],{"path":779,"name":30,"lang":40,"published":30},"ressources/actualites-et-presse/prewave-named-a-sample-vendor-in-the-gartner-hype-cycle-for-procurement-and-sourcing-solutions-2026",{"path":781,"name":30,"lang":43,"published":30},"ressourcen/news-und-presse/prewave-named-a-sample-vendor-in-the-gartner-hype-cycle-for-procurement-and-sourcing-solutions-2026",{"name":783,"created_at":5,"published_at":784,"updated_at":785,"id":786,"uuid":763,"content":787,"slug":955,"full_slug":956,"sort_by_date":957,"position":958,"tag_list":959,"is_startpage":11,"parent_id":773,"meta_data":30,"group_id":960,"first_published_at":961,"release_id":30,"lang":36,"path":30,"alternates":962,"default_full_slug":956,"translated_slugs":963,"_stopResolving":44},"Prewave Earns Validation in The Hackett Group's Fall 2026 SolutionMap Technology Assessment","2026-10-06T16:35:00.516Z","2026-10-06T16:35:00.535Z",227094625040766,{"big":11,"_uid":12,"type":788,"pinned":11,"section":789,"tagline":942,"metatags":943,"overline":449,"component":333,"thumbnail":946,"additional_seo":949,"related_articles":950,"footer_cta_text_alt":952},[20],[790],{"_uid":47,"title":783,"content":791,"subtitle":322,"component":323},[792],{"_uid":50,"is_big":11,"content":793,"component":321},{"type":52,"attrs":794,"content":795},{"backgroundColor":30},[796,807,818,823,835,836,843,848,873,878,883,884,889,894,899,904,930],{"type":55,"attrs":797,"content":798},{"textAlign":30},[799,801,805],{"text":800,"type":60},"We're proud to announce that Prewave has been recognised as a validated provider in ",{"text":802,"type":60,"marks":803},"The Hackett Group's Fall 2026 SolutionMap",[804],{"type":63},{"text":806,"type":60},", the industry's most rigorous, data-driven benchmark for technology. ",{"type":55,"attrs":808,"content":809},{"textAlign":30},[810,812,816],{"text":811,"type":60},"Alongside that validation, Prewave has received a ",{"text":813,"type":60,"marks":814},"Top Tech distinction in Risk Management (TPRM/SCRM)",[815],{"type":63},{"text":817,"type":60},", recognising standout functional capability and innovation in the category.",{"type":55,"attrs":819,"content":820},{"textAlign":30},[821],{"text":822,"type":60},"Prewave was evaluated as part of an assessment spanning 122 providers across 16 source-to-pay (S2P) categories. Our AI-first platform for supplier risk monitoring and event intelligence across multi-tier supply chains analyses millions of global data sources to detect and prioritise risks, from operational disruptions and financial stress to ESG, compliance and geopolitical events.",{"type":55,"attrs":824,"content":825},{"textAlign":30},[826,828,833],{"text":827,"type":60},"Read on for more information on The Hackett Group's Fall 2026 SolutionMap, or ",{"text":829,"type":60,"marks":830},"talk to a Prewave expert",[831],{"type":75,"attrs":832},{"href":219,"uuid":30,"anchor":30,"target":79,"linktype":220},{"text":834,"type":60}," about how AI-first risk intelligence can help your procurement function.",{"type":87},{"type":108,"attrs":837,"content":838},{"level":110,"textAlign":30},[839],{"text":840,"type":60,"marks":841},"How SolutionMap Assessments Work",[842],{"type":63},{"type":55,"attrs":844,"content":845},{"textAlign":30},[846],{"text":847,"type":60},"SolutionMap assessments are conducted by The Hackett Group's Solution Intelligence Technology Advisors. Each evaluation incorporates 500+ detailed functional and capability assessments; mandatory product demonstrations; and impartial, anonymized, verified customer value ratings. The result is an independent, evidence-based view of the technology landscape that helps buyers compare providers, evaluate trade-offs and validate market claims.",{"type":55,"attrs":849,"content":850},{"textAlign":30},[851,854,858,861,863,866,870],{"text":562,"type":60,"marks":852},[853],{"type":123},{"text":855,"type":60,"marks":856},"In today's market, organizations are evaluating whether to build, buy or optimize within existing technology environments while also assessing a growing wave of AI-driven solutions,",[857],{"type":63},{"text":562,"type":60,"marks":859},[860],{"type":123},{"text":862,"type":60}," said Bryan DeGraw, Solution Intelligence principal at The Hackett Group. ",{"text":562,"type":60,"marks":864},[865],{"type":123},{"text":867,"type":60,"marks":868},"SolutionMap helps buyers separate demonstrated capability from market narrative and build shortlists with greater confidence.",[869],{"type":63},{"text":562,"type":60,"marks":871},[872],{"type":123},{"type":55,"attrs":874,"content":875},{"textAlign":30},[876],{"text":877,"type":60},"As business leaders navigate a technology market increasingly shaped by AI, selecting the right approach carries greater strategic and operational consequences. SolutionMap supports build, buy and hybrid decisions by giving buyers transparent, comparable intelligence to shortlist providers faster and make defensible choices. ",{"type":55,"attrs":879,"content":880},{"textAlign":30},[881],{"text":882,"type":60},"For participating providers, the assessment offers independent validation of capabilities and a credible way to demonstrate differentiated value.",{"type":87},{"type":108,"attrs":885,"content":886},{"level":110,"textAlign":30},[887],{"text":888,"type":60},"Prewave: Awarded Top Tech in Risk Management",{"type":55,"attrs":890,"content":891},{"textAlign":30},[892],{"text":893,"type":60},"The Risk Management category covers the solutions with the deepest risk capability in the assessment: third-party risk across suppliers, subcontractors, partners and customers, and supply chain risk that runs beyond tier 1 into the sub-tier network. Prewave was built to cover both in one platform.",{"type":55,"attrs":895,"content":896},{"textAlign":30},[897],{"text":898,"type":60},"Prewave's AI processes more than 4.5 million data points a day across 50+ languages and 200+ risk categories, monitoring a network of over 2 million verified suppliers from tier 1 through to raw material sites. In 2025 the platform issued more than 130,000 alerts, including 7,800 regional events, 5,000 labour actions, 4,000 environmental incidents and 3,300 cybersecurity threats. ",{"type":55,"attrs":900,"content":901},{"textAlign":30},[902],{"text":903,"type":60},"Customers respond to risk events up to three days faster as a result, and an independent Forrester Total Economic Impact study found an 85% reduction in supplier crisis-related costs by year three, with payback in under six months.",{"type":55,"attrs":905,"content":906},{"textAlign":30},[907,910,914,918,920,923,927],{"text":562,"type":60,"marks":908},[909],{"type":123},{"text":911,"type":60,"marks":912},"We are proud to earn SolutionMap Validated recognition from The Hackett Group,",[913],{"type":63},{"text":915,"type":60,"marks":916},"\" ",[917],{"type":123},{"text":919,"type":60},"said Harald Nitschinger, CEO, Prewave. ",{"text":562,"type":60,"marks":921},[922],{"type":123},{"text":924,"type":60,"marks":925},"At Prewave, our mission is to make supply chains transparent, resilient and sustainable by uniting third-party and multi-tier risk in a single platform. This recognition provides independent validation of our solution's capabilities and reinforces our commitment to helping customers anticipate disruption and act on it faster.",[926],{"type":63},{"text":562,"type":60,"marks":928},[929],{"type":123},{"type":55,"attrs":931,"content":932},{"textAlign":30},[933,935,941],{"text":934,"type":60},"To view the full Fall 2026 SolutionMap and learn more about The Hackett Group's technology assessment methodology, visit ",{"text":936,"type":60,"marks":937},"www.thehackettgroup.com/solutionmap",[938],{"type":75,"attrs":939},{"href":940,"uuid":30,"anchor":30,"target":79,"linktype":220},"https://www.thehackettgroup.com/solutionmap/",{"text":544,"type":60},"Posted September 22, 2026 • 5 min read",{"_uid":326,"title":783,"plugin":328,"og_image":944,"og_title":783,"description":945,"twitter_image":944,"twitter_title":783,"og_description":945,"twitter_description":945},"https://a.storyblok.com/f/297658/2750x2200/02727e0ffc/hackett-group-fall-2026-solutionmap.png","Prewave earns Top Tech in Risk Management and SolutionMap Validated recognition in The Hackett Group’s Fall 2026 SolutionMap technology assessment.",{"id":947,"alt":783,"name":322,"focus":322,"title":322,"source":322,"filename":944,"copyright":322,"fieldtype":337,"meta_data":948,"is_external_url":11},222468046846449,{"alt":783,"title":322,"source":322,"copyright":322},[],[764,349,951],"3ffd7313-a7e2-4876-9b53-e5425a653b5b",{"type":52,"content":953},[954],{"type":55},"prewave-earns-validation-hackett-group-fall-2026-solutionmap-technology-assessment","resources/news-and-press/prewave-earns-validation-hackett-group-fall-2026-solutionmap-technology-assessment","2026-02-03",-640,[],"cd5fef61-1b92-4aaf-8eec-fbcc173e52e8","2026-09-22T08:03:51.401Z",[],[964,966],{"path":965,"name":30,"lang":40,"published":30},"ressources/actualites-et-presse/prewave-earns-validation-hackett-group-fall-2026-solutionmap-technology-assessment",{"path":967,"name":30,"lang":43,"published":30},"ressourcen/news-und-presse/prewave-earns-validation-hackett-group-fall-2026-solutionmap-technology-assessment",{"name":969,"created_at":5,"published_at":970,"updated_at":971,"id":972,"uuid":764,"content":973,"slug":1134,"full_slug":1135,"sort_by_date":1136,"position":1137,"tag_list":1138,"is_startpage":11,"parent_id":773,"meta_data":30,"group_id":1139,"first_published_at":1140,"release_id":30,"lang":36,"path":30,"alternates":1141,"default_full_slug":1135,"translated_slugs":1142,"_stopResolving":44},"Prewave Included in Forrester’s Supplier Value Management Landscape","2026-10-06T16:35:00.606Z","2026-10-06T16:35:00.626Z",227094624987509,{"big":11,"_uid":12,"type":974,"pinned":11,"section":975,"tagline":1120,"metatags":1121,"overline":449,"component":333,"thumbnail":1124,"additional_seo":1128,"related_articles":1129,"footer_cta_text_alt":1131},[20],[976],{"_uid":47,"title":969,"content":977,"subtitle":322,"component":323},[978],{"_uid":50,"is_big":11,"content":979,"component":321},{"type":52,"content":980},[981,995,996,1007,1012,1017,1026,1034,1039,1044,1052,1062,1067,1072,1080,1085,1090],{"type":55,"attrs":982,"content":983},{"textAlign":30},[984,989,991],{"text":215,"type":60,"marks":985},[986],{"type":75,"attrs":987},{"href":988,"uuid":30,"anchor":30,"target":79,"linktype":220},"https://503jx.share-eu1.hsforms.com/2OoopN2tPTEawZIFArdIRww",{"text":990,"type":60}," ",{"text":992,"type":60,"marks":993},"and learn more about how Prewave helps organisations gain visibility into supplier risk and strengthen supply chain resilience.",[994],{"type":63},{"type":87},{"type":55,"attrs":997,"content":998},{"textAlign":30},[999,1001,1005],{"text":1000,"type":60},"Prewave has been included in Forrester’s ",{"text":1002,"type":60,"marks":1003},"The Supplier Value Management Platforms Landscape, Q1 2026",[1004],{"type":63},{"text":1006,"type":60},": an important acknowledgement in a rapidly evolving market for supplier management technologies.",{"type":55,"attrs":1008,"content":1009},{"textAlign":30},[1010],{"text":1011,"type":60},"As organisations navigate increasing disruption, regulatory pressure, and supply chain complexity, Supplier Value Management (SVM) is an increasingly important foundation for managing supplier relationships and operations. ",{"type":55,"attrs":1013,"content":1014},{"textAlign":30},[1015],{"text":1016,"type":60},"The landscape of solutions in this space continues to expand, ranging from end-to-end platforms to more specialised tools focused on areas such as risk, compliance, and ESG. For this reason, Prewave is proud to have been included in the report and looks forward to continuing to support organisations in strengthening supply chain resilience and improving visibility across their supplier networks.",{"type":55,"attrs":1018,"content":1019},{"textAlign":30},[1020,1022],{"text":1021,"type":60},"Harald Nitschinger, Prewave CEO, sees the recognition as an important step forward: ",{"text":1023,"type":60,"marks":1024},"“Being included in Forrester’s Supplier Value Management Landscape is a meaningful milestone for us. It reflects the work our team has put into building a strong foundation in supplier risk intelligence. As organisations place more emphasis on understanding and managing supply chain risk, we see this as an area that will continue to gain importance. We’ve focused on building capabilities that help organisations gain visibility and respond to issues earlier.”",[1025],{"type":123},{"type":108,"attrs":1027,"content":1028},{"level":110,"textAlign":30},[1029,1030],{"type":104},{"text":1031,"type":60,"marks":1032},"Choosing the Right Solution for Supplier Value Management (SVM)",[1033],{"type":63},{"type":55,"attrs":1035,"content":1036},{"textAlign":30},[1037],{"text":1038,"type":60},"With a growing range of SVM solutions available, organisations need to balance breadth and depth when selecting the right approach. End-to-end platforms can provide a unified view across procurement processes, while specialised solutions offer deeper capabilities in areas such as risk, compliance, and sustainability.",{"type":55,"attrs":1040,"content":1041},{"textAlign":30},[1042],{"text":1043,"type":60},"In practice, many organisations adopt a combination of both — using core systems for transactional processes alongside targeted tools that provide greater visibility and intelligence. As supply chains become more complex, the ability to integrate these approaches and access timely, actionable insights is becoming increasingly important.",{"type":108,"attrs":1045,"content":1046},{"level":110,"textAlign":30},[1047,1048],{"type":104},{"text":1049,"type":60,"marks":1050},"Prewave and Supplier Value Management",[1051],{"type":63},{"type":55,"attrs":1053,"content":1054},{"textAlign":30},[1055,1057,1060],{"text":1056,"type":60},"Prewave’s inclusion in Forrester’s ",{"text":1002,"type":60,"marks":1058},[1059],{"type":63},{"text":1061,"type":60}," reflects our focus on supplier risk intelligence: an area that is becoming increasingly relevant as organisations seek greater visibility into their supply chains and the ability to respond more quickly to emerging disruptions.",{"type":55,"attrs":1063,"content":1064},{"textAlign":30},[1065],{"text":1066,"type":60},"Our AI-first risk intelligence platform enables global leaders in key industries – including automotive, manufacturing, aerospace, and defence – to monitor supplier-related risks in real time. By using AI to analyse vast amounts of publicly available data across multiple languages and sources, companies including BMW, Volvo Group, and Bosch can identify potential disruptions early: from operational incidents and geopolitical developments to regulatory and ESG-related risks.",{"type":55,"attrs":1068,"content":1069},{"textAlign":30},[1070],{"text":1071,"type":60},"By providing continuous visibility into supplier networks, Prewave supports more informed decision-making across procurement, risk, and compliance teams. Instead of relying on periodic assessments or static data, organisations can take a proactive approach to supplier risk management, responding to issues as they emerge and reducing exposure to unexpected disruptions.",{"type":108,"attrs":1073,"content":1074},{"level":110,"textAlign":30},[1075,1076],{"type":104},{"text":1077,"type":60,"marks":1078},"Supplier Value Management and Supply Chain Resilience",[1079],{"type":63},{"type":55,"attrs":1081,"content":1082},{"textAlign":30},[1083],{"text":1084,"type":60},"Supply chain resilience has become a central consideration within Supplier Value Management. Organisations are placing greater emphasis on understanding potential risks across their supplier networks and ensuring they can respond effectively when issues arise.",{"type":55,"attrs":1086,"content":1087},{"textAlign":30},[1088],{"text":1089,"type":60},"This has led to increased focus on capabilities such as real-time monitoring, external data analysis, and early risk detection. Within the broader SVM landscape, these capabilities support more resilient supplier strategies by improving visibility and enabling faster, more informed decision-making.",{"type":55,"attrs":1091,"content":1092},{"textAlign":30},[1093,1095,1098,1103,1104,1105,1109,1111,1117],{"text":1094,"type":60},"Want to see how Prewave can support your supplier risk and resilience strategy?",{"text":990,"type":60,"marks":1096},[1097],{"type":63},{"text":1099,"type":60,"marks":1100},"Book a demo with a supply chain expert today.",[1101],{"type":75,"attrs":1102},{"href":988,"uuid":30,"anchor":30,"target":79,"linktype":220},{"type":104},{"type":104},{"text":1106,"type":60,"marks":1107},"Forrester does not endorse any company, product, brand, or service included in its research publications and does not advise any person to select the products or services of any company or brand based on the ratings included in such publications. Information is based on the best available resources. Opinions reflect judgment at the time and are subject to change. For more information, read about Forrester’s objectivity",[1108],{"type":63},{"text":1110,"type":60}," ",{"text":1112,"type":60,"marks":1113},"here ",[1114],{"type":75,"attrs":1115},{"href":1116,"uuid":30,"anchor":30,"target":30,"linktype":220},"https://www.forrester.com/about-us/objectivity/",{"text":544,"type":60,"marks":1118},[1119],{"type":63},"Posted March 30, 2026 • 5 min read",{"_uid":326,"title":969,"plugin":328,"og_image":1122,"og_title":969,"description":1123,"twitter_image":1122,"twitter_title":969,"og_description":1123,"twitter_description":1123},"https://a.storyblok.com/f/297658/2750x2200/1f36e06042/forrester-blog-header-notable-vendor.jpg","Prewave has been included in Forrester’s The Supplier Value Management Platforms Landscape, Q1 2026: an important acknowledgement in a rapidly evolving market for supplier management technologies.",{"id":1125,"alt":322,"name":322,"focus":322,"title":322,"source":322,"filename":1126,"copyright":322,"fieldtype":337,"meta_data":1127,"is_external_url":11},160491806762062,"https://a.storyblok.com/f/297658/2750x2200/92fc105916/forrester-blog-header-notable-vendor-1-1.jpg",{},[],[1130,763,349],"b5e2041c-7ee6-431d-8776-4d38cdff2888",{"type":52,"content":1132},[1133],{"type":55},"prewave-included-in-forrester-supplier-value-management-landscape","resources/news-and-press/prewave-included-in-forrester-supplier-value-management-landscape","2026-02-12",-590,[],"718d79a7-4f19-449f-b0d8-6cdf76f755da","2026-05-20T11:26:00.786Z",[],[1143,1145],{"path":1144,"name":30,"lang":40,"published":30},"ressources/actualites-et-presse/prewave-included-in-forrester-supplier-value-management-landscape",{"path":1146,"name":30,"lang":43,"published":30},"ressourcen/news-und-presse/prewave-included-in-forrester-supplier-value-management-landscape",{"type":52,"content":1148},[1149],{"type":55},"prewave-named-leader-2026-gartner-magic-quadrant-supplier-risk-management-solutions","resources/news-and-press/prewave-named-leader-2026-gartner-magic-quadrant-supplier-risk-management-solutions","2026-02-10",-670,[],"b04d9b4d-556a-499b-992d-1b4b7cbd3c03","2026-05-20T11:26:00.548Z",[],[1159,1161],{"path":1160,"name":30,"lang":40,"published":30},"ressources/actualites-et-presse/prewave-named-leader-2026-gartner-magic-quadrant-supplier-risk-management-solutions",{"path":1162,"name":30,"lang":43,"published":30},"ressourcen/news-und-presse/prewave-named-leader-2026-gartner-magic-quadrant-supplier-risk-management-solutions",{"sm":1164,"md":1165,"lg":1165},6,4,{"name":1167,"created_at":5,"published_at":1168,"updated_at":1169,"id":1170,"uuid":1171,"content":1172,"slug":1952,"full_slug":1953,"sort_by_date":1954,"position":1955,"tag_list":1956,"is_startpage":11,"parent_id":773,"meta_data":30,"group_id":1957,"first_published_at":1958,"release_id":30,"lang":36,"path":30,"alternates":1959,"default_full_slug":1953,"translated_slugs":1960,"_stopResolving":44,"cols":1965},"Magnetic West: Ending rare earth dependency on China","2026-10-06T16:35:00.171Z","2026-10-06T16:35:00.192Z",227094625012089,"aebb63d2-f507-43cd-87d8-d56d542d5f6e",{"big":11,"_uid":12,"type":1173,"pinned":11,"section":1182,"tagline":1460,"metatags":1461,"overline":755,"component":333,"thumbnail":1465,"additional_seo":1468,"related_articles":1470,"footer_cta_text_alt":1949},[1174],{"name":15,"created_at":16,"published_at":17,"updated_at":18,"id":19,"uuid":20,"content":1175,"slug":28,"full_slug":29,"sort_by_date":30,"position":31,"tag_list":1177,"is_startpage":11,"parent_id":33,"meta_data":30,"group_id":34,"first_published_at":35,"release_id":30,"lang":36,"path":30,"alternates":1178,"default_full_slug":29,"translated_slugs":1179,"_stopResolving":44},{"_uid":22,"component":23,"folder_slug":24,"overview_page":1176,"articles_page_title":27},[26],[],[],[1180,1181],{"path":29,"name":30,"lang":40,"published":30},{"path":42,"name":30,"lang":43,"published":30},[1183],{"_uid":47,"title":1167,"content":1184,"subtitle":322,"component":323},[1185],{"_uid":50,"is_big":11,"content":1186,"component":321},{"type":52,"content":1187},[1188,1195,1208,1209,1214,1219,1221,1228,1236,1241,1246,1248,1255,1260,1265,1289,1294,1299,1301,1308,1315,1320,1325,1327,1334,1341,1346,1351,1353,1360,1365,1370,1372,1379,1386,1391,1398,1403,1410,1415,1422,1427,1434,1439,1440,1447,1452],{"type":55,"attrs":1189,"content":1190},{"textAlign":30},[1191],{"text":1192,"type":60,"marks":1193},"Prewave's latest report examines what it would take for the West to reduce its reliance on China for permanent magnets, and what is realistically achievable before 2030.",[1194],{"type":63},{"type":55,"attrs":1196,"content":1197},{"textAlign":30},[1198,1201],{"text":68,"type":60,"marks":1199},[1200],{"type":63},{"text":1202,"type":60,"marks":1203},"Download Magnetic West",[1204],{"type":75,"attrs":1205},{"href":1206,"uuid":1207,"anchor":30,"target":79,"linktype":80},"/reports/magnetic-west-rare-earth-supply-chain-dependency","215e8e8c-fdba-441a-8275-f09b029aac0a",{"type":87},{"type":55,"attrs":1210,"content":1211},{"textAlign":30},[1212],{"text":1213,"type":60},"Permanent magnets sit inside almost every technology the West is currently trying to build at scale: electric vehicles, defence systems and industrial automation. However, this makes major companies in the EU and North America dependent on a supply chain dominated by one country – and ending that dependence is far from simple.",{"type":55,"attrs":1215,"content":1216},{"textAlign":30},[1217],{"text":1218,"type":60},"Prewave’s latest flagship report, Magnetic West, examines how this dependency is structured, evaluates the strategies being pursued in Europe and North America to address it, and sets out what the West can realistically achieve in the next five years.",{"type":55,"attrs":1220},{"textAlign":30},{"type":108,"attrs":1222,"content":1223},{"level":301,"textAlign":30},[1224],{"text":1225,"type":60,"marks":1226},"Focusing on the real chokepoint",[1227],{"type":63},{"type":55,"attrs":1229,"content":1230},{"textAlign":30},[1231,1235],{"text":1232,"type":60,"marks":1233},"“Mining is the easy part. The bottleneck sits in the chemistry.”",[1234],{"type":123},{"type":104},{"type":55,"attrs":1237,"content":1238},{"textAlign":30},[1239],{"text":1240,"type":60},"Permanent magnets are most often discussed through the lens of rare earth mining. However, while mining matters, it is not where the dependency is genuinely entrenched. The harder constraint is in separation and refining: the chemistry that turns mixed rare earth ore into the individual elements that make permanent magnets work.",{"type":55,"attrs":1242,"content":1243},{"textAlign":30},[1244],{"text":1245,"type":60},"China holds roughly 91% of global heavy rare earth processing capacity. That is the part of the value chain that is most difficult to replicate outside the country, and the part that any credible diversification strategy has to confront. The strategic dependency is on a small subset of elements, in particular dysprosium and terbium, which are used in tiny quantities but determine whether a motor can perform reliably at temperature.",{"type":55,"attrs":1247},{"textAlign":30},{"type":108,"attrs":1249,"content":1250},{"level":301,"textAlign":30},[1251],{"text":1252,"type":60,"marks":1253},"Using Prewave data for clarity and insight",[1254],{"type":63},{"type":55,"attrs":1256,"content":1257},{"textAlign":30},[1258],{"text":1259,"type":60},"Magnetic West is built on Prewave's live global supply chain graph, which continuously maps supplier relationships, production sites and risk signals in real time.",{"type":55,"attrs":1261,"content":1262},{"textAlign":30},[1263],{"text":1264,"type":60},"This report draws on:",{"type":1266,"content":1267},"bullet_list",[1268,1275,1282],{"type":238,"content":1269},[1270],{"type":55,"attrs":1271,"content":1272},{"textAlign":30},[1273],{"text":1274,"type":60},"2.6 million sites and 16 million supplier relationships",{"type":238,"content":1276},[1277],{"type":55,"attrs":1278,"content":1279},{"textAlign":30},[1280],{"text":1281,"type":60},"2+ million suppliers with continuously updated risk scores",{"type":238,"content":1283},[1284],{"type":55,"attrs":1285,"content":1286},{"textAlign":30},[1287],{"text":1288,"type":60},"4.5 million daily data points across 400+ languages",{"type":55,"attrs":1290,"content":1291},{"textAlign":30},[1292],{"text":1293,"type":60},"From this basis, we identified 169 major European companies in chemicals, energy, automotive, machinery, and defence that are strongly reliant on permanent magnets. ",{"type":55,"attrs":1295,"content":1296},{"textAlign":30},[1297],{"text":1298,"type":60},"While their dependence on the permanent-magnet value chain initially appears limited, the exposure becomes clearer once you begin to look toward direct suppliers. The result is a clearer picture of where dependency actually sits, including in companies that appear well-diversified at Tier-1.",{"type":55,"attrs":1300},{"textAlign":30},{"type":108,"attrs":1302,"content":1303},{"level":301,"textAlign":30},[1304],{"text":1305,"type":60,"marks":1306},"Revealing upstream exposure to avoid downstream impact",[1307],{"type":63},{"type":55,"attrs":1309,"content":1310},{"textAlign":30},[1311],{"text":1312,"type":60,"marks":1313},"“Direct exposure to China at Tier-1 is around 0.6%. By Tier-5, it climbs to roughly 81%. The dependency is mostly invisible in standard supplier data.”",[1314],{"type":123},{"type":55,"attrs":1316,"content":1317},{"textAlign":30},[1318],{"text":1319,"type":60},"A central finding of the report is that permanent magnet dependency does not surface in the supplier data most organisations actually look at. Across the sample of 169 companies only one shows a direct Tier-1 link to the key Chinese players in the value chain. By Tier-3, 61% of those companies are connected. By Tier-5, the figure rises to 81%.",{"type":55,"attrs":1321,"content":1322},{"textAlign":30},[1323],{"text":1324,"type":60},"That gap, between perceived exposure and real exposure, is what makes permanent magnets a difficult problem to plan against. The dependency does not appear in dashboards. It appears when something further upstream stops moving.",{"type":55,"attrs":1326},{"textAlign":30},{"type":108,"attrs":1328,"content":1329},{"level":301,"textAlign":30},[1330],{"text":1331,"type":60,"marks":1332},"The Vietnam Loophole and the diversification illusion.",[1333],{"type":63},{"type":55,"attrs":1335,"content":1336},{"textAlign":30},[1337],{"text":1338,"type":60,"marks":1339},"“Vietnam was supposed to be the answer. The reserves were revised down, the imports went up, and the supply chain didn't move. It just got a new address.”",[1340],{"type":123},{"type":55,"attrs":1342,"content":1343},{"textAlign":30},[1344],{"text":1345,"type":60},"The solution seemed simple: diversify the supply chain by moving as much capacity out of China as possible. For several years, Vietnam was treated as a credible route out of Chinese rare earth dependency thanks to a favourable combination of reserves, downstream investment from Korean and Japanese manufacturers, and a favourable trade position made it look like a working alternative. ",{"type":55,"attrs":1347,"content":1348},{"textAlign":30},[1349],{"text":1350,"type":60},"More recently, the picture has shifted. The “Vietnam Loophole” has closed for a simple reason: moving magnet manufacturing without moving separation chemistry does not change the underlying dependency. The Vietnam case is worth understanding in detail, because the same questions apply to most other proposed diversification geographies. ",{"type":55,"attrs":1352},{"textAlign":30},{"type":108,"attrs":1354,"content":1355},{"level":301,"textAlign":30},[1356],{"text":1357,"type":60,"marks":1358},"The non-Chinese network is emerging",[1359],{"type":63},{"type":55,"attrs":1361,"content":1362},{"textAlign":30},[1363],{"text":1364,"type":60},"No single country can replicate what China has built in permanent magnets. The realistic alternative is a distributed network, currently spanning Australia, Brazil, Canada, Estonia, France and the United States.",{"type":55,"attrs":1366,"content":1367},{"textAlign":30},[1368],{"text":1369,"type":60},"Scale, rather than presence, is the question that determines whether this becomes a real alternative. The report sets out the gaps, the timelines, and what is realistically deliverable by 2030.",{"type":55,"attrs":1371},{"textAlign":30},{"type":108,"attrs":1373,"content":1374},{"level":301,"textAlign":30},[1375],{"text":1376,"type":60,"marks":1377},"Five key takeaways for supply chain leaders from the report",[1378],{"type":63},{"type":55,"attrs":1380,"content":1381},{"textAlign":30},[1382],{"text":1383,"type":60,"marks":1384},"1. Don't confuse Tier-1 diversification with real diversification",[1385],{"type":63},{"type":55,"attrs":1387,"content":1388},{"textAlign":30},[1389],{"text":1390,"type":60},"Direct supplier data can show negligible exposure to China while the actual dependency sits upstream. Magnetic West shows how that gap emerges and where it tends to concentrate.",{"type":55,"attrs":1392,"content":1393},{"textAlign":30},[1394],{"text":1395,"type":60,"marks":1396},"2. The chemistry matters more than the geology",[1397],{"type":63},{"type":55,"attrs":1399,"content":1400},{"textAlign":30},[1401],{"text":1402,"type":60},"Rare earth deposits exist in many countries. The capacity to separate, refine and convert them into magnet-grade materials does not. ",{"type":55,"attrs":1404,"content":1405},{"textAlign":30},[1406],{"text":1407,"type":60,"marks":1408},"3. Apply the right test to diversification claims",[1409],{"type":63},{"type":55,"attrs":1411,"content":1412},{"textAlign":30},[1413],{"text":1414,"type":60},"The Vietnam case shows that downstream investment without upstream processing capacity produces dependency with a different label, not a different structure.",{"type":55,"attrs":1416,"content":1417},{"textAlign":30},[1418],{"text":1419,"type":60,"marks":1420},"4. Evaluate the non-Chinese network on scale, not presence",[1421],{"type":63},{"type":55,"attrs":1423,"content":1424},{"textAlign":30},[1425],{"text":1426,"type":60},"Understanding what each company can realistically deliver, and when, matters more than knowing that they exist.",{"type":55,"attrs":1428,"content":1429},{"textAlign":30},[1430],{"text":1431,"type":60,"marks":1432},"5. Use the levers available today",[1433],{"type":63},{"type":55,"attrs":1435,"content":1436},{"textAlign":30},[1437],{"text":1438,"type":60},"Full decoupling from China is not available before 2030. Meaningful exposure reduction is available now, through specification changes and earlier qualification of alternatives.",{"type":87},{"type":108,"attrs":1441,"content":1442},{"level":301,"textAlign":30},[1443],{"text":1444,"type":60,"marks":1445},"Get your copy of Magnetic West",[1446],{"type":63},{"type":55,"attrs":1448,"content":1449},{"textAlign":30},[1450],{"text":1451,"type":60},"The full report is available to download now. It is intended as a practical reference for procurement, sourcing and risk teams working through the implications of permanent magnet dependency, and what can realistically be done about it.",{"type":55,"attrs":1453,"content":1454},{"textAlign":30},[1455],{"text":1202,"type":60,"marks":1456},[1457,1459],{"type":75,"attrs":1458},{"href":1206,"uuid":1207,"anchor":30,"target":79,"linktype":80},{"type":63},"Posted June 3, 2026 • 6 min read",{"_uid":326,"title":1462,"plugin":328,"og_image":1463,"og_title":1462,"description":1464,"twitter_image":1463,"twitter_title":1462,"og_description":1464,"twitter_description":1464},"Magnetic West: Rare Earth Dependency Report | Download Now","https://a.storyblok.com/f/297658/2750x2200/92715128d1/magnetic-west-news-banner.jpg","Prewave’s Magnetic West report explores how permanent magnet supply chains depend on China, where hidden Tier-N exposure sits and what the West can realistically achieve by 2030.",{"id":1466,"alt":322,"name":322,"focus":322,"title":322,"source":322,"filename":1463,"copyright":322,"fieldtype":337,"meta_data":1467,"is_external_url":11},183103954528496,{},[1469],{"_uid":341,"no_index":11,"canonical":322,"component":342,"no_follow":11},[1471,1612,1698],{"name":783,"created_at":5,"published_at":784,"updated_at":785,"id":786,"uuid":763,"content":1472,"slug":955,"full_slug":956,"sort_by_date":957,"position":958,"tag_list":1607,"is_startpage":11,"parent_id":773,"meta_data":30,"group_id":960,"first_published_at":961,"release_id":30,"lang":36,"path":30,"alternates":1608,"default_full_slug":956,"translated_slugs":1609,"_stopResolving":44},{"big":11,"_uid":12,"type":1473,"pinned":11,"section":1474,"tagline":942,"metatags":1599,"overline":449,"component":333,"thumbnail":1600,"additional_seo":1602,"related_articles":1603,"footer_cta_text_alt":1604},[20],[1475],{"_uid":47,"title":783,"content":1476,"subtitle":322,"component":323},[1477],{"_uid":50,"is_big":11,"content":1478,"component":321},{"type":52,"attrs":1479,"content":1480},{"backgroundColor":30},[1481,1489,1497,1501,1510,1511,1517,1521,1543,1547,1551,1552,1556,1560,1564,1568,1590],{"type":55,"attrs":1482,"content":1483},{"textAlign":30},[1484,1485,1488],{"text":800,"type":60},{"text":802,"type":60,"marks":1486},[1487],{"type":63},{"text":806,"type":60},{"type":55,"attrs":1490,"content":1491},{"textAlign":30},[1492,1493,1496],{"text":811,"type":60},{"text":813,"type":60,"marks":1494},[1495],{"type":63},{"text":817,"type":60},{"type":55,"attrs":1498,"content":1499},{"textAlign":30},[1500],{"text":822,"type":60},{"type":55,"attrs":1502,"content":1503},{"textAlign":30},[1504,1505,1509],{"text":827,"type":60},{"text":829,"type":60,"marks":1506},[1507],{"type":75,"attrs":1508},{"href":219,"uuid":30,"anchor":30,"target":79,"linktype":220},{"text":834,"type":60},{"type":87},{"type":108,"attrs":1512,"content":1513},{"level":110,"textAlign":30},[1514],{"text":840,"type":60,"marks":1515},[1516],{"type":63},{"type":55,"attrs":1518,"content":1519},{"textAlign":30},[1520],{"text":847,"type":60},{"type":55,"attrs":1522,"content":1523},{"textAlign":30},[1524,1527,1530,1533,1534,1537,1540],{"text":562,"type":60,"marks":1525},[1526],{"type":123},{"text":855,"type":60,"marks":1528},[1529],{"type":63},{"text":562,"type":60,"marks":1531},[1532],{"type":123},{"text":862,"type":60},{"text":562,"type":60,"marks":1535},[1536],{"type":123},{"text":867,"type":60,"marks":1538},[1539],{"type":63},{"text":562,"type":60,"marks":1541},[1542],{"type":123},{"type":55,"attrs":1544,"content":1545},{"textAlign":30},[1546],{"text":877,"type":60},{"type":55,"attrs":1548,"content":1549},{"textAlign":30},[1550],{"text":882,"type":60},{"type":87},{"type":108,"attrs":1553,"content":1554},{"level":110,"textAlign":30},[1555],{"text":888,"type":60},{"type":55,"attrs":1557,"content":1558},{"textAlign":30},[1559],{"text":893,"type":60},{"type":55,"attrs":1561,"content":1562},{"textAlign":30},[1563],{"text":898,"type":60},{"type":55,"attrs":1565,"content":1566},{"textAlign":30},[1567],{"text":903,"type":60},{"type":55,"attrs":1569,"content":1570},{"textAlign":30},[1571,1574,1577,1580,1581,1584,1587],{"text":562,"type":60,"marks":1572},[1573],{"type":123},{"text":911,"type":60,"marks":1575},[1576],{"type":63},{"text":915,"type":60,"marks":1578},[1579],{"type":123},{"text":919,"type":60},{"text":562,"type":60,"marks":1582},[1583],{"type":123},{"text":924,"type":60,"marks":1585},[1586],{"type":63},{"text":562,"type":60,"marks":1588},[1589],{"type":123},{"type":55,"attrs":1591,"content":1592},{"textAlign":30},[1593,1594,1598],{"text":934,"type":60},{"text":936,"type":60,"marks":1595},[1596],{"type":75,"attrs":1597},{"href":940,"uuid":30,"anchor":30,"target":79,"linktype":220},{"text":544,"type":60},{"_uid":326,"title":783,"plugin":328,"og_image":944,"og_title":783,"description":945,"twitter_image":944,"twitter_title":783,"og_description":945,"twitter_description":945},{"id":947,"alt":783,"name":322,"focus":322,"title":322,"source":322,"filename":944,"copyright":322,"fieldtype":337,"meta_data":1601,"is_external_url":11},{"alt":783,"title":322,"source":322,"copyright":322},[],[764,349,951],{"type":52,"content":1605},[1606],{"type":55},[],[],[1610,1611],{"path":965,"name":30,"lang":40,"published":30},{"path":967,"name":30,"lang":43,"published":30},{"name":345,"created_at":5,"published_at":346,"updated_at":347,"id":348,"uuid":349,"content":1613,"slug":1150,"full_slug":1151,"sort_by_date":1152,"position":1153,"tag_list":1693,"is_startpage":11,"parent_id":773,"meta_data":30,"group_id":1155,"first_published_at":1156,"release_id":30,"lang":36,"path":30,"alternates":1694,"default_full_slug":1151,"translated_slugs":1695,"_stopResolving":44},{"big":11,"_uid":12,"type":1614,"pinned":11,"section":1615,"tagline":445,"metatags":1685,"overline":449,"component":333,"thumbnail":1686,"additional_seo":1688,"related_articles":1689,"footer_cta_text_alt":1690},[20],[1616],{"_uid":47,"title":345,"content":1617,"subtitle":322,"component":323},[1618],{"_uid":50,"is_big":11,"content":1619,"component":321},{"type":52,"content":1620},[1621,1627,1631,1638,1649,1650,1654,1658,1666,1667,1673,1677,1681],{"type":55,"attrs":1622,"content":1623},{"textAlign":30},[1624],{"text":370,"type":60,"marks":1625},[1626],{"type":63},{"type":55,"attrs":1628,"content":1629},{"textAlign":30},[1630],{"text":377,"type":60},{"type":55,"attrs":1632,"content":1633},{"textAlign":30},[1634,1635,1636,1637],{"text":382,"type":60},{"type":104},{"type":104},{"text":386,"type":60},{"type":55,"attrs":1639,"content":1640},{"textAlign":30},[1641,1644,1645,1646],{"text":391,"type":60,"marks":1642},[1643],{"type":123},{"type":104},{"type":104},{"text":397,"type":60,"marks":1647},[1648],{"type":63},{"type":87},{"type":108,"attrs":1651,"content":1652},{"level":110,"textAlign":30},[1653],{"text":405,"type":60},{"type":55,"attrs":1655,"content":1656},{"textAlign":30},[1657],{"text":410,"type":60},{"type":55,"attrs":1659,"content":1660},{"textAlign":30},[1661,1662],{"text":415,"type":60},{"text":417,"type":60,"marks":1663},[1664],{"type":75,"attrs":1665},{"href":421,"uuid":30,"anchor":30,"target":79,"linktype":220},{"type":87},{"type":55,"attrs":1668,"content":1669},{"textAlign":30},[1670],{"text":427,"type":60,"marks":1671},[1672],{"type":63},{"type":55,"attrs":1674,"content":1675},{"textAlign":30},[1676],{"text":434,"type":60},{"type":55,"attrs":1678,"content":1679},{"textAlign":30},[1680],{"text":439,"type":60},{"type":55,"attrs":1682,"content":1683},{"textAlign":30},[1684],{"text":444,"type":60},{"_uid":326,"title":345,"plugin":328,"og_image":447,"og_title":345,"description":448,"twitter_image":447,"twitter_title":345,"og_description":448,"twitter_description":448},{"id":451,"alt":322,"name":322,"focus":322,"title":322,"source":322,"filename":447,"copyright":322,"fieldtype":337,"meta_data":1687,"is_external_url":11},{},[],[460,763,764],{"type":52,"content":1691},[1692],{"type":55},[],[],[1696,1697],{"path":1160,"name":30,"lang":40,"published":30},{"path":1162,"name":30,"lang":43,"published":30},{"name":456,"created_at":5,"published_at":457,"updated_at":458,"id":459,"uuid":460,"content":1699,"slug":768,"full_slug":769,"sort_by_date":770,"position":771,"tag_list":1944,"is_startpage":11,"parent_id":773,"meta_data":30,"group_id":774,"first_published_at":775,"release_id":30,"lang":36,"path":30,"alternates":1945,"default_full_slug":769,"translated_slugs":1946,"_stopResolving":44},{"big":11,"_uid":12,"type":1700,"pinned":11,"section":1701,"tagline":751,"metatags":1936,"overline":755,"component":333,"thumbnail":1937,"additional_seo":1939,"related_articles":1940,"footer_cta_text_alt":1941},[20],[1702],{"_uid":47,"title":465,"content":1703,"subtitle":322,"component":323},[1704],{"_uid":50,"is_big":11,"content":1705,"component":321},{"type":52,"attrs":1706,"content":1707},{"backgroundColor":30},[1708,1725,1726,1730,1734,1748,1764,1765,1769,1773,1786,1790,1794,1795,1799,1803,1816,1820,1833,1837,1850,1854,1858,1860,1864,1877,1881,1885,1886,1890,1902,1903,1907,1917,1923,1927,1928,1932],{"type":55,"attrs":1709,"content":1710},{"textAlign":30},[1711,1714,1717,1720],{"text":475,"type":60,"marks":1712},[1713],{"type":63},{"type":104,"marks":1715},[1716],{"type":63},{"type":104,"marks":1718},[1719],{"type":63},{"text":485,"type":60,"marks":1721},[1722,1724],{"type":75,"attrs":1723},{"href":489,"uuid":490,"anchor":30,"target":79,"linktype":80},{"type":63},{"type":87},{"type":108,"attrs":1727,"content":1728},{"level":110,"textAlign":30},[1729],{"text":497,"type":60},{"type":55,"attrs":1731,"content":1732},{"textAlign":30},[1733],{"text":502,"type":60},{"type":55,"attrs":1735,"content":1736},{"textAlign":30},[1737,1738,1741,1744,1747],{"text":507,"type":60},{"text":509,"type":60,"marks":1739},[1740],{"type":123},{"text":513,"type":60,"marks":1742},[1743],{"type":63},{"text":517,"type":60,"marks":1745},[1746],{"type":123},{"text":521,"type":60},{"type":55,"attrs":1749,"content":1750},{"textAlign":30},[1751,1752,1755,1756,1759,1760,1763],{"text":526,"type":60},{"text":528,"type":60,"marks":1753},[1754],{"type":63},{"text":532,"type":60},{"text":534,"type":60,"marks":1757},[1758],{"type":63},{"text":538,"type":60},{"text":540,"type":60,"marks":1761},[1762],{"type":63},{"text":544,"type":60},{"type":87},{"type":108,"attrs":1766,"content":1767},{"level":110,"textAlign":30},[1768],{"text":550,"type":60},{"type":55,"attrs":1770,"content":1771},{"textAlign":30},[1772],{"text":555,"type":60},{"type":55,"attrs":1774,"content":1775},{"textAlign":30},[1776,1777,1780,1783],{"text":560,"type":60},{"text":562,"type":60,"marks":1778},[1779],{"type":123},{"text":566,"type":60,"marks":1781},[1782],{"type":63},{"text":562,"type":60,"marks":1784},[1785],{"type":123},{"type":55,"attrs":1787,"content":1788},{"textAlign":30},[1789],{"text":576,"type":60},{"type":55,"attrs":1791,"content":1792},{"textAlign":30},[1793],{"text":581,"type":60},{"type":87},{"type":108,"attrs":1796,"content":1797},{"level":110,"textAlign":30},[1798],{"text":587,"type":60},{"type":108,"attrs":1800,"content":1801},{"level":301,"textAlign":30},[1802],{"text":592,"type":60},{"type":55,"attrs":1804,"content":1805},{"textAlign":30},[1806,1807,1810,1813],{"text":597,"type":60},{"text":562,"type":60,"marks":1808},[1809],{"type":123},{"text":602,"type":60,"marks":1811},[1812],{"type":63},{"text":562,"type":60,"marks":1814},[1815],{"type":123},{"type":55,"attrs":1817,"content":1818},{"textAlign":30},[1819],{"text":612,"type":60},{"type":55,"attrs":1821,"content":1822},{"textAlign":30},[1823,1824,1825,1826,1831,1832],{"text":617,"type":60},{"type":104},{"type":104},{"text":621,"type":60,"marks":1827},[1828,1830],{"type":75,"attrs":1829},{"href":625,"uuid":626,"anchor":30,"target":79,"linktype":80},{"type":63},{"type":104},{"type":104},{"type":108,"attrs":1834,"content":1835},{"level":301,"textAlign":30},[1836],{"text":534,"type":60},{"type":55,"attrs":1838,"content":1839},{"textAlign":30},[1840,1841,1844,1847],{"text":638,"type":60},{"text":509,"type":60,"marks":1842},[1843],{"type":123},{"text":643,"type":60,"marks":1845},[1846],{"type":63},{"text":562,"type":60,"marks":1848},[1849],{"type":123},{"type":55,"attrs":1851,"content":1852},{"textAlign":30},[1853],{"text":653,"type":60},{"type":55,"attrs":1855,"content":1856},{"textAlign":30},[1857],{"text":658,"type":60},{"type":55,"attrs":1859},{"textAlign":30},{"type":108,"attrs":1861,"content":1862},{"level":301,"textAlign":30},[1863],{"text":540,"type":60},{"type":55,"attrs":1865,"content":1866},{"textAlign":30},[1867,1868,1871,1874],{"text":669,"type":60},{"text":509,"type":60,"marks":1869},[1870],{"type":123},{"text":674,"type":60,"marks":1872},[1873],{"type":63},{"text":562,"type":60,"marks":1875},[1876],{"type":123},{"type":55,"attrs":1878,"content":1879},{"textAlign":30},[1880],{"text":684,"type":60},{"type":55,"attrs":1882,"content":1883},{"textAlign":30},[1884],{"text":689,"type":60},{"type":87},{"type":108,"attrs":1887,"content":1888},{"level":110,"textAlign":30},[1889],{"text":695,"type":60},{"type":55,"attrs":1891,"content":1892},{"textAlign":30},[1893,1896,1899],{"text":562,"type":60,"marks":1894},[1895],{"type":123},{"text":703,"type":60,"marks":1897},[1898],{"type":63},{"text":562,"type":60,"marks":1900},[1901],{"type":123},{"type":87},{"type":108,"attrs":1904,"content":1905},{"level":110,"textAlign":30},[1906],{"text":714,"type":60},{"type":55,"attrs":1908,"content":1909},{"textAlign":30},[1910,1911,1912,1913,1914],{"text":719,"type":60},{"type":104},{"type":104},{"text":723,"type":60},{"text":725,"type":60,"marks":1915},[1916],{"type":63},{"type":55,"attrs":1918,"content":1919},{"textAlign":30},[1920],{"text":732,"type":60,"marks":1921},[1922],{"type":63},{"type":55,"attrs":1924,"content":1925},{"textAlign":30},[1926],{"text":739,"type":60},{"type":87},{"type":108,"attrs":1929,"content":1930},{"level":110,"textAlign":30},[1931],{"text":745,"type":60},{"type":55,"attrs":1933,"content":1934},{"textAlign":30},[1935],{"text":750,"type":60},{"_uid":326,"title":465,"plugin":328,"og_image":753,"og_title":465,"description":754,"twitter_image":753,"twitter_title":465,"og_description":754,"twitter_description":754},{"id":757,"alt":758,"name":322,"focus":322,"title":758,"source":322,"filename":753,"copyright":322,"fieldtype":337,"meta_data":1938,"is_external_url":11},{"alt":758,"size":760,"title":758,"source":322,"copyright":322},[],[349,763,764],{"type":52,"content":1942},[1943],{"type":55},[],[],[1947,1948],{"path":779,"name":30,"lang":40,"published":30},{"path":781,"name":30,"lang":43,"published":30},{"type":52,"content":1950},[1951],{"type":55},"magnetic-west-rare-earth-dependency-china","resources/news-and-press/magnetic-west-rare-earth-dependency-china","2026-02-08",-750,[],"9a79402b-7a5c-4646-ac69-2101e51ea1a5","2026-02-08T12:00:00.000Z",[],[1961,1963],{"path":1962,"name":30,"lang":40,"published":30},"ressources/actualites-et-presse/magnetic-west-rare-earth-dependency-china",{"path":1964,"name":30,"lang":43,"published":30},"ressourcen/news-und-presse/magnetic-west-rare-earth-dependency-china",{"sm":1164,"md":1165,"lg":1165},{"name":1967,"created_at":5,"published_at":1968,"updated_at":1969,"id":1970,"uuid":1971,"content":1972,"slug":3468,"full_slug":3469,"sort_by_date":3470,"position":3471,"tag_list":3472,"is_startpage":11,"parent_id":773,"meta_data":30,"group_id":3473,"first_published_at":3474,"release_id":30,"lang":36,"path":30,"alternates":3475,"default_full_slug":3469,"translated_slugs":3476,"_stopResolving":44,"cols":3481},"The Taiwan Complex: The problem with how we think about semiconductor risk","2026-10-06T16:35:00.168Z","2026-10-06T16:35:00.188Z",227094624967026,"0c3dc096-4f0a-429d-918f-8605046c4a6f",{"big":11,"_uid":12,"type":1973,"pinned":11,"section":1982,"tagline":2247,"metatags":2248,"overline":332,"component":333,"thumbnail":2251,"additional_seo":2255,"related_articles":2256,"footer_cta_text_alt":3465},[1974],{"name":15,"created_at":16,"published_at":17,"updated_at":18,"id":19,"uuid":20,"content":1975,"slug":28,"full_slug":29,"sort_by_date":30,"position":31,"tag_list":1977,"is_startpage":11,"parent_id":33,"meta_data":30,"group_id":34,"first_published_at":35,"release_id":30,"lang":36,"path":30,"alternates":1978,"default_full_slug":29,"translated_slugs":1979,"_stopResolving":44},{"_uid":22,"component":23,"folder_slug":24,"overview_page":1976,"articles_page_title":27},[26],[],[],[1980,1981],{"path":29,"name":30,"lang":40,"published":30},{"path":42,"name":30,"lang":43,"published":30},[1983],{"_uid":47,"title":1967,"content":1984,"subtitle":322,"component":323},[1985],{"_uid":50,"is_big":11,"content":1986,"component":321},{"type":52,"content":1987},[1988,1995,2010,2015,2020,2025,2030,2031,2036,2043,2048,2050,2054,2059,2064,2084,2089,2094,2096,2100,2107,2112,2117,2122,2129,2134,2141,2146,2153,2158,2160,2164,2227,2228,2233,2238],{"type":55,"attrs":1989,"content":1990},{"textAlign":30},[1991],{"text":1992,"type":60,"marks":1993},"Prewave’s latest report challenges common assumptions about exposure, resilience, and disruption in global semiconductor production.",[1994],{"type":63},{"type":55,"attrs":1996,"content":1997},{"textAlign":30},[1998,2001,2008,2009],{"text":68,"type":60,"marks":1999},[2000],{"type":63},{"text":2002,"type":60,"marks":2003},"Download the Taiwan Complex",[2004],{"type":75,"attrs":2005},{"href":2006,"uuid":2007,"anchor":30,"target":79,"linktype":80},"/the-taiwan-complex","868aa080-2cee-4452-8b3f-3cdffee5a6ca",{"type":104},{"type":104},{"type":55,"attrs":2011,"content":2012},{"textAlign":30},[2013],{"text":2014,"type":60},"Semiconductor supply chains have become synonymous with concentrated risk. ",{"type":55,"attrs":2016,"content":2017},{"textAlign":30},[2018],{"text":2019,"type":60},"But in many organisations, semiconductor exposure is reduced to a single narrative, focusing on one geography or one imagined disruption scenario. This framing oversimplifies how semiconductor supply chains actually function. What appears to be a single point of failure is, in reality, a dense network of interdependent materials, equipment, processes, and upstream suppliers.",{"type":55,"attrs":2021,"content":2022},{"textAlign":30},[2023],{"text":2024,"type":60},"We refer to this tendency as The Taiwan Complex, or the instinct to compress systemic risk into one expected crisis. Our latest report provides a more nuanced context to help supply chain leaders understand their true risk exposure and build greater operational resilience. ",{"type":55,"attrs":2026,"content":2027},{"textAlign":30},[2028],{"text":2029,"type":60},"As Senior Advisor and report co-author Marco Felsberger explains, “Resilience today is less about predicting the next crisis and more about understanding where disruption would hurt most, and how fast you can respond.”",{"type":87},{"type":108,"attrs":2032,"content":2033},{"level":110,"textAlign":30},[2034],{"text":2035,"type":60},"Focusing on semiconductor chokepoints",{"type":55,"attrs":2037,"content":2038},{"textAlign":30},[2039],{"text":2040,"type":60,"marks":2041},"“We ask a simple question with far-reaching consequences: if one point fails, how far and how fast will that shock travel through the network?”",[2042],{"type":123},{"type":55,"attrs":2044,"content":2045},{"textAlign":30},[2046],{"text":2047,"type":60},"Semiconductors are among the most valuable commodities in global supply chains today. The Taiwan Complex report is written for supply chain leaders responsible for operational continuity and risk management. Rather than focusing on one geography or one disruption scenario, it examines where risk concentrates across the semiconductor ecosystem, including upstream chokepoints that rarely appear in Tier-1 assessments.",{"type":55,"attrs":2049},{"textAlign":30},{"type":108,"attrs":2051,"content":2052},{"level":110,"textAlign":30},[2053],{"text":1252,"type":60},{"type":55,"attrs":2055,"content":2056},{"textAlign":30},[2057],{"text":2058,"type":60},"Using Prewave’s supply chain intelligence and Tier-N analysis, the report shows how disruption propagates through multi-tier networks and where it is most likely to translate into operational and revenue impact. This provides a more practical foundation for prioritisation and long-term resilience planning.",{"type":55,"attrs":2060,"content":2061},{"textAlign":30},[2062],{"text":2063,"type":60},"This report is built on Prewave’s live global supply chain graph, pulling from:",{"type":1266,"content":2065},[2066,2072,2078],{"type":238,"content":2067},[2068],{"type":55,"attrs":2069,"content":2070},{"textAlign":30},[2071],{"text":1274,"type":60},{"type":238,"content":2073},[2074],{"type":55,"attrs":2075,"content":2076},{"textAlign":30},[2077],{"text":1281,"type":60},{"type":238,"content":2079},[2080],{"type":55,"attrs":2081,"content":2082},{"textAlign":30},[2083],{"text":1288,"type":60},{"type":55,"attrs":2085,"content":2086},{"textAlign":30},[2087],{"text":2088,"type":60},"Risk signals are combined with supplier network position and external data sources to generate dynamic risk scores. The dataset blends global customs flows from ~30 reporting countries with AI-derived links from public filings, media, and open sources. ",{"type":55,"attrs":2090,"content":2091},{"textAlign":30},[2092],{"text":2093,"type":60},"Within this system, we isolate the semiconductor network by analysing 21 critical chokepoint companies across materials, equipment, wafer fabrication, and ATP/OSAT, along with the ~6,000 suppliers connected to them.",{"type":55,"attrs":2095},{"textAlign":30},{"type":108,"attrs":2097,"content":2098},{"level":301,"textAlign":30},[2099],{"text":1305,"type":60},{"type":55,"attrs":2101,"content":2102},{"textAlign":30},[2103],{"text":2104,"type":60,"marks":2105},"“Scenario planning only tells us how one shock might unfold. It does not tell us why the system is vulnerable in the first place, or how a disruption will cascade across tiers.”",[2106],{"type":123},{"type":55,"attrs":2108,"content":2109},{"textAlign":30},[2110],{"text":2111,"type":60},"A central finding of the report is that semiconductor risk is rarely driven by a single event. It emerges from how exposure concentrates across the value chain over time, and different types of stress can trigger different reactions. ",{"type":55,"attrs":2113,"content":2114},{"textAlign":30},[2115],{"text":2116,"type":60},"Predictable pressures, such as seasonal weather or recurring regional disruptions, tend to follow familiar patterns and can often be preempted with good planning. Structural shocks, such as export controls and geopolitical tension, sit in a different category. ",{"type":55,"attrs":2118,"content":2119},{"textAlign":30},[2120],{"text":2121,"type":60},"Rather than treating semiconductors as a single system, the report examines where fragility accumulates across critical production stages. In some cases, exposure stems from extreme concentration in specialised equipment:",{"type":55,"attrs":2123,"content":2124},{"textAlign":30},[2125],{"text":2126,"type":60,"marks":2127},"“The high concentration of critical subsystems within a small group of globally dispersed suppliers makes the lithography ecosystem highly sensitive to geopolitical and trade-related shocks.”",[2128],{"type":123},{"type":55,"attrs":2130,"content":2131},{"textAlign":30},[2132],{"text":2133,"type":60},"In others, it reflects how tightly production capacity is tied to specific technology nodes and regional ecosystems:",{"type":55,"attrs":2135,"content":2136},{"textAlign":30},[2137],{"text":2138,"type":60,"marks":2139},"“Wafer fabrication is by far the most concentrated production stage: only a few companies worldwide can manufacture chips at scale, and each technology node is tied to specific geographies and their concentrated ecosystems.”",[2140],{"type":123},{"type":55,"attrs":2142,"content":2143},{"textAlign":30},[2144],{"text":2145,"type":60},"The report also highlights how downstream stages can quietly become binding constraints:",{"type":55,"attrs":2147,"content":2148},{"textAlign":30},[2149],{"text":2150,"type":60,"marks":2151},"“Even if foundry capacity is available, chips do not ship if packaging and test hubs are full, disrupted, or inaccessible.”",[2152],{"type":123},{"type":55,"attrs":2154,"content":2155},{"textAlign":30},[2156],{"text":2157,"type":60},"Taken together, these insights show why focusing on a single geography or scenario misses the broader picture. Semiconductor resilience depends on understanding how risk concentrates across materials, equipment, manufacturing, and downstream processing, and how disruption in any one of these areas can cascade rapidly across the system.",{"type":55,"attrs":2159},{"textAlign":30},{"type":108,"attrs":2161,"content":2162},{"level":110,"textAlign":30},[2163],{"text":1376,"type":60},{"type":233,"attrs":2165,"content":2166},{"order":235},[2167,2179,2191,2203,2215],{"type":238,"content":2168},[2169],{"type":55,"attrs":2170,"content":2171},{"textAlign":30},[2172,2176,2177],{"text":2173,"type":60,"marks":2174},"Stop anchoring on a single risk narrative",[2175],{"type":63},{"type":104},{"text":2178,"type":60},"The Taiwan Complex shows how easily systemic exposure is misread when attention fixates on a single scenario.",{"type":238,"content":2180},[2181],{"type":55,"attrs":2182,"content":2183},{"textAlign":30},[2184,2188,2189],{"text":2185,"type":60,"marks":2186},"Measure exposure, not assumed likelihood",[2187],{"type":63},{"type":104},{"text":2190,"type":60},"Resilience planning often prioritises what is most likely to go wrong, but true vulnerability forms where dependencies concentrate several tiers upstream, regardless of probability.",{"type":238,"content":2192},[2193],{"type":55,"attrs":2194,"content":2195},{"textAlign":30},[2196,2200,2201],{"text":2197,"type":60,"marks":2198},"Extend visibility beyond Tier 1",[2199],{"type":63},{"type":104},{"text":2202,"type":60},"Critical constraints often exist at the material, equipment, and process level. Without upstream visibility, organisations cannot see where disruption will propagate or how fast.",{"type":238,"content":2204},[2205],{"type":55,"attrs":2206,"content":2207},{"textAlign":30},[2208,2212,2213],{"text":2209,"type":60,"marks":2210},"Prioritise impact over event detection",[2211],{"type":63},{"type":104},{"text":2214,"type":60},"Not all disruptions are equally disruptive. Understanding business impact is essential for prioritisation.",{"type":238,"content":2216},[2217],{"type":55,"attrs":2218,"content":2219},{"textAlign":30},[2220,2224,2225],{"text":2221,"type":60,"marks":2222},"Build resilience as a system, not a response",[2223],{"type":63},{"type":104},{"text":2226,"type":60},"Effective resilience links visibility, impact assessment, and targeted mitigation into a long-term strategy, rather than relying on reactive, event-by-event responses.",{"type":87},{"type":108,"attrs":2229,"content":2230},{"level":110,"textAlign":30},[2231],{"text":2232,"type":60},"Get your copy of The Taiwan Complex",{"type":55,"attrs":2234,"content":2235},{"textAlign":30},[2236],{"text":2237,"type":60},"The full report is available to download now. Gain a deeper understanding of interdependencies in the global semiconductor supply chain as well as your total risk exposure.",{"type":55,"attrs":2239,"content":2240},{"textAlign":30},[2241],{"text":2242,"type":60,"marks":2243},"Download the report here",[2244,2246],{"type":75,"attrs":2245},{"href":2006,"uuid":2007,"anchor":30,"target":79,"linktype":80},{"type":63},"Posted February 10, 2026 • 7 min read",{"_uid":326,"title":2249,"plugin":328,"og_image":322,"og_title":2249,"description":2250,"twitter_image":322,"twitter_title":2249,"og_description":2250,"twitter_description":2250},"The Taiwan Complex: Rethinking risk in semiconductor supply chains | Download now ","Download the Taiwan Complex report to understand risk concentration in semiconductor supply chains and improve your resilience planning.",{"id":2252,"alt":322,"name":322,"focus":322,"title":322,"source":322,"filename":2253,"copyright":322,"fieldtype":337,"meta_data":2254,"is_external_url":11},139587334324875,"https://a.storyblok.com/f/297658/2750x2200/2f37edd708/taiwan-news-banner.jpg",{},[],[2257,2748,3105],{"name":2258,"created_at":2259,"published_at":2260,"updated_at":2261,"id":2262,"uuid":2263,"content":2264,"slug":2734,"full_slug":2735,"sort_by_date":2736,"position":2737,"tag_list":2738,"is_startpage":11,"parent_id":2739,"meta_data":30,"group_id":2740,"first_published_at":2741,"release_id":30,"lang":36,"path":30,"alternates":2742,"default_full_slug":2735,"translated_slugs":2743,"_stopResolving":44},"Semiconductor points of failure: are you exposed?","2026-04-22T12:26:02.992Z","2026-06-03T12:56:12.707Z","2026-06-03T12:56:12.727Z",168637083656163,"1582336d-3bad-4c2f-8a03-935f6455fae2",{"big":11,"_uid":12,"type":2265,"pinned":11,"section":2267,"tagline":2717,"metatags":2718,"overline":755,"component":333,"thumbnail":2721,"additional_seo":2726,"related_articles":2727,"footer_cta_text_alt":2731},[2266],"64442308-f952-486c-9828-acfe7d854148",[2268],{"_uid":47,"title":2258,"content":2269,"subtitle":322,"component":323},[2270],{"_uid":50,"is_big":11,"content":2271,"component":321},{"type":52,"content":2272},[2273,2280,2292,2294,2299,2304,2309,2310,2317,2322,2330,2331,2338,2343,2380,2395,2396,2403,2408,2413,2418,2425,2450,2457,2462,2467,2473,2496,2502,2507,2512,2518,2548,2550,2557,2562,2567,2573,2596,2598,2605,2610,2615,2621,2658,2660,2667,2697,2698,2704,2709],{"type":55,"attrs":2274,"content":2275},{"textAlign":30},[2276],{"text":2277,"type":60,"marks":2278},"The five structural chokepoints where semiconductor disruption begins",[2279],{"type":63},{"type":55,"attrs":2281,"content":2282},{"textAlign":30},[2283,2287,2288],{"text":2284,"type":60,"marks":2285},"Get full access to the report:",[2286],{"type":63},{"text":990,"type":60},{"text":2002,"type":60,"marks":2289},[2290],{"type":75,"attrs":2291},{"href":2006,"uuid":2007,"anchor":30,"target":79,"linktype":80},{"type":55,"attrs":2293},{"textAlign":30},{"type":55,"attrs":2295,"content":2296},{"textAlign":30},[2297],{"text":2298,"type":60},"Semiconductor supply chains are often discussed as a single risk, tied to geography. But in reality, disruption can originate at multiple points, many of which remain largely invisible to downstream companies.",{"type":55,"attrs":2300,"content":2301},{"textAlign":30},[2302],{"text":2303,"type":60},"Most organisations have heard of TSMC and the Taiwan Strait scenario. Fewer have mapped their exposure to the single mine in North Carolina that supplies the quartz used in almost every silicon wafer on the planet, or the one Dutch company whose machines are required to produce every advanced chip at 7 nm and below.",{"type":55,"attrs":2305,"content":2306},{"textAlign":30},[2307],{"text":2308,"type":60},"In The Taiwan Complex, Prewave identifies five structural points of failure that underpin global semiconductor production. Each represents a stage where concentration, technical constraints and long qualification cycles sharply limit the industry's ability to flex. Together, they explain why semiconductor disruptions tend to be deeper, slower to resolve and harder to anticipate than most organisations expect.",{"type":87},{"type":108,"attrs":2311,"content":2312},{"level":110,"textAlign":30},[2313],{"text":2314,"type":60,"marks":2315},"What is the Taiwan Complex?",[2316],{"type":63},{"type":55,"attrs":2318,"content":2319},{"textAlign":30},[2320],{"text":2321,"type":60},"The Taiwan Complex is the tendency to reduce semiconductor supply chain risk to a single geography or crisis scenario. It simplifies a deeply interconnected system into one imagined point of failure, while overlooking upstream chokepoints across materials, equipment, wafer production and downstream processing.",{"type":55,"attrs":2323,"content":2324},{"textAlign":30},[2325],{"text":2326,"type":60,"marks":2327},"Download the report to learn more",[2328],{"type":75,"attrs":2329},{"href":2006,"uuid":2007,"anchor":30,"target":79,"linktype":80},{"type":87},{"type":108,"attrs":2332,"content":2333},{"level":110,"textAlign":30},[2334],{"text":2335,"type":60,"marks":2336},"The five points of failure ",[2337],{"type":63},{"type":55,"attrs":2339,"content":2340},{"textAlign":30},[2341],{"text":2342,"type":60},"To move beyond the Taiwan Complex, we need to break the system down into its most critical points of failure and in order to understand:",{"type":1266,"content":2344},[2345,2352,2359,2366,2373],{"type":238,"content":2346},[2347],{"type":55,"attrs":2348,"content":2349},{"textAlign":30},[2350],{"text":2351,"type":60},"Why each chokepoint matter in the value chain",{"type":238,"content":2353},[2354],{"type":55,"attrs":2355,"content":2356},{"textAlign":30},[2357],{"text":2358,"type":60},"Where production is concentrated and who controls it",{"type":238,"content":2360},[2361],{"type":55,"attrs":2362,"content":2363},{"textAlign":30},[2364],{"text":2365,"type":60},"How this chokepoint is most likely to fail",{"type":238,"content":2367},[2368],{"type":55,"attrs":2369,"content":2370},{"textAlign":30},[2371],{"text":2372,"type":60},"How that exposure shows up downstream ",{"type":238,"content":2374},[2375],{"type":55,"attrs":2376,"content":2377},{"textAlign":30},[2378],{"text":2379,"type":60},"How companies can monitor and manage their risk over time",{"type":55,"attrs":2381,"content":2382},{"textAlign":30},[2383,2391],{"type":2384,"attrs":2385},"image",{"id":2386,"alt":2387,"src":2388,"title":2389,"source":322,"copyright":322,"meta_data":2390},155932135933332,"Chart showing supply chain risks: Geopolitical, logistical, accidents, financial nature affecting raw materials, silicon wafers, foundries, APT, equipment.","https://a.storyblok.com/f/297658/1780x858/67786bfcc5/blog-post-3-illustration-full-size.png","Risk exposure of the semiconductor value chain",{"alt":2387,"title":2389,"source":322,"copyright":322},{"text":2392,"type":60,"marks":2393},"Table: Risk exposure of the semiconductor value chain.",[2394],{"type":123},{"type":87},{"type":108,"attrs":2397,"content":2398},{"level":110,"textAlign":30},[2399],{"text":2400,"type":60,"marks":2401},"High-purity quartz",[2402],{"type":63},{"type":55,"attrs":2404,"content":2405},{"textAlign":30},[2406],{"text":2407,"type":60},"Every silicon wafer begins with high-purity quartz. The material is used to produce the crucibles in which monocrystalline silicon is grown, and purity requirements at advanced nodes are absolute. Traces of iron or aluminium measured in parts per billion can cause wafer contamination or electrical failure. There is no practical substitute at scale.",{"type":55,"attrs":2409,"content":2410},{"textAlign":30},[2411],{"text":2412,"type":60},"Two companies, Sibelco and The Quartz Corp, control approximately 95% of global supply. Both operate in the same location: the Spruce Pine mining district in North Carolina. This is the Taiwan Complex expressed at the very top of the chain: two companies, one geography, shared exposure.",{"type":55,"attrs":2414,"content":2415},{"textAlign":30},[2416],{"text":2417,"type":60},"When Hurricane Helene struck western North Carolina in September 2024, neither mine was physically destroyed, yet both halted operations. Downstream, disruption appeared as wafer tightness and allocation pressure, several tiers removed from the actual cause.",{"type":55,"attrs":2419,"content":2420},{"textAlign":30},[2421],{"text":2422,"type":60,"marks":2423},"How to monitor and manage:",[2424],{"type":63},{"type":1266,"content":2426},[2427,2434,2441],{"type":238,"content":2428},[2429],{"type":55,"attrs":2430,"content":2431},{"textAlign":30},[2432],{"text":2433,"type":60},"Track weather and infrastructure risk at Spruce Pine as a recurring seasonal exposure",{"type":238,"content":2435},[2436],{"type":55,"attrs":2437,"content":2438},{"textAlign":30},[2439],{"text":2440,"type":60},"Monitor permitting, legal challenges and ESG tensions around water use and land management at Spruce Pine",{"type":238,"content":2442},[2443,2448],{"type":55,"attrs":2444,"content":2445},{"textAlign":30},[2446],{"text":2447,"type":60},"Watch for ownership changes, capacity shifts or signals affecting long-term reserve access",{"type":55,"attrs":2449},{"textAlign":30},{"type":108,"attrs":2451,"content":2452},{"level":301,"textAlign":30},[2453],{"text":2454,"type":60,"marks":2455},"Silicon wafers",[2456],{"type":63},{"type":55,"attrs":2458,"content":2459},{"textAlign":30},[2460],{"text":2461,"type":60},"Wafer production sits immediately downstream from HPQ and introduces a second structural constraint. Shin-Etsu and SUMCO together hold more than half the global market. Their plants require ultra-stable power and ultra-pure water, operate near full utilisation and depend on speciality gases, slurries and abrasives that are themselves sourced from a thin layer of concentrated suppliers.",{"type":55,"attrs":2463,"content":2464},{"textAlign":30},[2465],{"text":2466,"type":60},"Failure tends to arise from the ecosystem around each plant: a fire at a key abrasives supplier or a flood affecting a nearby gas producer. By the time downstream buyers notice extended lead times or postponed maintenance windows, the wafer plant is already under strain. ",{"type":55,"attrs":2468,"content":2469},{"textAlign":30},[2470],{"text":2422,"type":60,"marks":2471},[2472],{"type":63},{"type":1266,"content":2474},[2475,2482,2489],{"type":238,"content":2476},[2477],{"type":55,"attrs":2478,"content":2479},{"textAlign":30},[2480],{"text":2481,"type":60},"Monitor infrastructure risk around major wafer sites: power, water, seismic and storm exposure",{"type":238,"content":2483},[2484],{"type":55,"attrs":2485,"content":2486},{"textAlign":30},[2487],{"text":2488,"type":60},"Track upstream input constraints: polysilicon, gases, slurries and abrasives",{"type":238,"content":2490},[2491],{"type":55,"attrs":2492,"content":2493},{"textAlign":30},[2494],{"text":2495,"type":60},"Watch demand signals from automotive and AI hardware as the leading indicator of the next allocation cycle",{"type":108,"attrs":2497,"content":2498},{"level":301,"textAlign":30},[2499,2500],{"type":104},{"text":2501,"type":60},"Manufacturing equipment",{"type":55,"attrs":2503,"content":2504},{"textAlign":30},[2505],{"text":2506,"type":60},"ASML is the only company capable of producing EUV lithography systems, required for all advanced nodes at 7 nm and below. Applied Materials and Lam Research hold similarly dominant positions in deposition and etch. Once a tool is qualified at a fab, switching vendors is effectively impossible, making these three companies structural chokepoints for the entire industry.",{"type":55,"attrs":2508,"content":2509},{"textAlign":30},[2510],{"text":2511,"type":60},"But the deeper fragility sits one tier further back, in a layer of highly specialised subsystem suppliers that rarely appear in procurement systems. VAT Group supplies the vast majority of vacuum valves for EUV systems; Edwards dominates dry vacuum pumps; Trumpf SE supplies the high-power lasers inside ASML's EUV light source and recorded eight financial-stress alerts between 2023 and 2025. Most downstream organisations have no visibility of this layer at all.",{"type":55,"attrs":2513,"content":2514},{"textAlign":30},[2515],{"text":2422,"type":60,"marks":2516},[2517],{"type":63},{"type":1266,"content":2519},[2520,2527,2534,2541],{"type":238,"content":2521},[2522],{"type":55,"attrs":2523,"content":2524},{"textAlign":30},[2525],{"text":2526,"type":60},"Monitor financial health and operational stability of key Tier-2 subsystem suppliers, not just the equipment vendors themselves",{"type":238,"content":2528},[2529],{"type":55,"attrs":2530,"content":2531},{"textAlign":30},[2532],{"text":2533,"type":60},"Track local hazard exposure around critical subsystem supplier sites",{"type":238,"content":2535},[2536],{"type":55,"attrs":2537,"content":2538},{"textAlign":30},[2539],{"text":2540,"type":60},"Track export-control developments affecting rare-earth inputs and tool availability",{"type":238,"content":2542},[2543],{"type":55,"attrs":2544,"content":2545},{"textAlign":30},[2546],{"text":2547,"type":60},"Use equipment order and lead-time signals as an early indicator of capacity tightening two to four years out",{"type":55,"attrs":2549},{"textAlign":30},{"type":108,"attrs":2551,"content":2552},{"level":301,"textAlign":30},[2553],{"text":2554,"type":60,"marks":2555},"Foundries",[2556],{"type":63},{"type":55,"attrs":2558,"content":2559},{"textAlign":30},[2560],{"text":2561,"type":60},"TSMC holds approximately 64–67% of the global foundry market and an even higher share of advanced nodes below 7 nm. Samsung is the only other fully capable advanced-node producer. This means every device in that category depends on two companies in two countries.",{"type":55,"attrs":2563,"content":2564},{"textAlign":30},[2565],{"text":2566,"type":60},"Foundries are trained for known hazards and rarely fail through direct asset loss. Failure emerges when a physical shock or policy change hits a system already running at full utilisation. Multi-tier analysis of TSMC's non-China sites shows that even as Tier-1 supplier exposure to China has been reduced, approximately 60% of Tier-3 suppliers still rely on it. ",{"type":55,"attrs":2568,"content":2569},{"textAlign":30},[2570],{"text":2422,"type":60,"marks":2571},[2572],{"type":63},{"type":1266,"content":2574},[2575,2582,2589],{"type":238,"content":2576},[2577],{"type":55,"attrs":2578,"content":2579},{"textAlign":30},[2580],{"text":2581,"type":60},"Monitor at the science park level (Hsinchu, Tainan, Kumamoto) not the corporate group",{"type":238,"content":2583},[2584],{"type":55,"attrs":2585,"content":2586},{"textAlign":30},[2587],{"text":2588,"type":60},"Track water availability, grid stability and local infrastructure as leading operational indicators",{"type":238,"content":2590},[2591],{"type":55,"attrs":2592,"content":2593},{"textAlign":30},[2594],{"text":2595,"type":60},"Map which internal part numbers are tied to which fabs and nodes, and where no qualified alternative exists",{"type":55,"attrs":2597},{"textAlign":30},{"type":108,"attrs":2599,"content":2600},{"level":301,"textAlign":30},[2601],{"text":2602,"type":60,"marks":2603},"Assembly, test and packaging",[2604],{"type":63},{"type":55,"attrs":2606,"content":2607},{"textAlign":30},[2608],{"text":2609,"type":60},"Once a wafer leaves the fab, it must still be tested and packaged. ASE Technology holds approximately 44% of the global OSAT market; Amkor and JCET account for most of the rest. The majority of the world's chips pass through a small number of hubs: Penang, Bangkok, Kaohsiung, Suzhou. Even TSMC and Samsung rely on external OSAT partners for significant volumes. This makes OSAT the downstream expression of the Taiwan Complex with concentrated production in concentrated ecosystems. ",{"type":55,"attrs":2611,"content":2612},{"textAlign":30},[2613],{"text":2614,"type":60},"There is also a further hidden dependency: Ajinomoto Fine-Techno holds almost 100% of the market for ABF resin, the high-performance substrate used in advanced packaging. All three major OSAT providers have Tier-3 exposure to a single Japanese company that most of their customers have never heard of.",{"type":55,"attrs":2616,"content":2617},{"textAlign":30},[2618],{"text":2422,"type":60,"marks":2619},[2620],{"type":63},{"type":1266,"content":2622},[2623,2630,2637,2644,2651],{"type":238,"content":2624},[2625],{"type":55,"attrs":2626,"content":2627},{"textAlign":30},[2628],{"text":2629,"type":60},"Track cluster-level hazards across major OSAT hubs: floods, storms, power and labour stability",{"type":238,"content":2631},[2632],{"type":55,"attrs":2633,"content":2634},{"textAlign":30},[2635],{"text":2636,"type":60},"Monitor key logistics nodes (Port Klang, Suvarnabhumi Airport, Kaohsiung Port) separately from facility risk",{"type":238,"content":2638},[2639],{"type":55,"attrs":2640,"content":2641},{"textAlign":30},[2642],{"text":2643,"type":60},"Use test-cell utilisation rates and cycle-time volatility as early indicators of throughput stress",{"type":238,"content":2645},[2646],{"type":55,"attrs":2647,"content":2648},{"textAlign":30},[2649],{"text":2650,"type":60},"Track chokepoint disruption risk distinctly from port risk; chokepoint disruptions last 243 days on average versus four days at ports",{"type":238,"content":2652},[2653],{"type":55,"attrs":2654,"content":2655},{"textAlign":30},[2656],{"text":2657,"type":60},"Follow ABF resin supply signals from Ajinomoto and capital expenditure trends at major substrate producers",{"type":55,"attrs":2659},{"textAlign":30},{"type":108,"attrs":2661,"content":2662},{"level":110,"textAlign":30},[2663],{"text":2664,"type":60,"marks":2665},"Key takeaways for procurement and supply chain leaders",[2666],{"type":63},{"type":1266,"content":2668},[2669,2676,2683,2690],{"type":238,"content":2670},[2671],{"type":55,"attrs":2672,"content":2673},{"textAlign":30},[2674],{"text":2675,"type":60},"The semiconductor supply chain does not fail at the country level. It fails at the level of specific materials, tools and clusters.",{"type":238,"content":2677},[2678],{"type":55,"attrs":2679,"content":2680},{"textAlign":30},[2681],{"text":2682,"type":60},"Tier-1 visibility is structurally insufficient. The most consequential chokepoints sit at Tier-2 and below. If you are only monitoring direct suppliers, you cannot see the risks that matter most.",{"type":238,"content":2684},[2685],{"type":55,"attrs":2686,"content":2687},{"textAlign":30},[2688],{"text":2689,"type":60},"Disruption rarely looks like its cause. Wafer allocation pressure, extended lead times and sudden delivery volatility are often symptoms of an upstream event two or three tiers removed.",{"type":238,"content":2691},[2692],{"type":55,"attrs":2693,"content":2694},{"textAlign":30},[2695],{"text":2696,"type":60},"The risks that cause the greatest disruption are rarely the ones you anticipate. A resilient strategy maps exposure across materials, equipment, fabs and packaging.",{"type":87},{"type":108,"attrs":2699,"content":2700},{"level":301,"textAlign":30},[2701],{"text":2232,"type":60,"marks":2702},[2703],{"type":63},{"type":55,"attrs":2705,"content":2706},{"textAlign":30},[2707],{"text":2708,"type":60},"The full report is available to download now. Gain a clearer view of how semiconductor supply chains actually function, why risk concentrates upstream and what that means for building meaningful supply chain resilience.",{"type":55,"attrs":2710,"content":2711},{"textAlign":30},[2712],{"text":2242,"type":60,"marks":2713},[2714,2716],{"type":75,"attrs":2715},{"href":2006,"uuid":2007,"anchor":30,"target":79,"linktype":80},{"type":63},"Posted March 23, 2026 • 6 min read",{"_uid":326,"title":2719,"plugin":328,"og_image":322,"og_title":2719,"description":2720,"twitter_image":322,"twitter_title":2719,"og_description":2720,"twitter_description":2720},"Are You Exposed? Five Semiconductor Chokepoints | Taiwan Complex Report","Five structural points of failure across the semiconductor value chain and how procurement leaders can monitor each one.",{"id":2722,"alt":2277,"name":322,"focus":322,"title":2723,"source":322,"filename":2724,"copyright":322,"fieldtype":337,"meta_data":2725,"is_external_url":11},155931513681144,"Semiconductor points of failure","https://a.storyblok.com/f/297658/2750x2200/e1c8044877/taiwan-blog-post-3-banner.jpg",{"alt":2277,"title":2723,"source":322,"copyright":322},[],[2728,2729,2730],"404313ec-3f0b-4ffe-8ccd-020111878d73","2d86c22f-40c4-4e5b-96d3-a401e129d3ba","1746346e-dcfd-4c79-acac-2484dcab1a4f",{"type":52,"content":2732},[2733],{"type":55},"semiconductor-points-of-failure","resources/blog/semiconductor-points-of-failure","2020-01-01",-480,[],166864166537806,"5b7d4c89-a238-4272-845f-379421210c78","2026-05-20T11:21:22.749Z",[],[2744,2746],{"path":2745,"name":30,"lang":40,"published":30},"ressources/blog/semiconductor-points-of-failure",{"path":2747,"name":30,"lang":43,"published":30},"ressourcen/blog/semiconductor-points-of-failure",{"name":2749,"created_at":2750,"published_at":2751,"updated_at":2752,"id":2753,"uuid":2729,"content":2754,"slug":3093,"full_slug":3094,"sort_by_date":2736,"position":3095,"tag_list":3096,"is_startpage":11,"parent_id":2739,"meta_data":30,"group_id":3097,"first_published_at":3098,"release_id":30,"lang":36,"path":30,"alternates":3099,"default_full_slug":3094,"translated_slugs":3100,"_stopResolving":44},"Semiconductor Exposure: Overcoming the Taiwan Complex","2026-04-22T12:26:55.018Z","2026-06-03T12:55:46.473Z","2026-06-03T12:55:46.494Z",168637296828426,{"big":11,"_uid":12,"type":2755,"pinned":11,"section":2756,"tagline":3080,"metatags":3081,"overline":755,"component":333,"thumbnail":3082,"additional_seo":3087,"related_articles":3088,"footer_cta_text_alt":3090},[2266],[2757],{"_uid":47,"title":2749,"content":2758,"subtitle":322,"component":323},[2759],{"_uid":50,"is_big":11,"content":2760,"component":321},{"type":52,"content":2761},[2762,2769,2780,2782,2813,2818,2823,2828,2829,2835,2839,2846,2847,2854,2859,2864,2869,2874,2885,2886,2893,2898,2905,2910,2917,2922,2929,2935,2937,2944,2949,2956,2961,2968,2973,2980,2985,2990,2995,2997,3004,3061,3062,3068,3072],{"type":55,"attrs":2763,"content":2764},{"textAlign":30},[2765],{"text":2766,"type":60,"marks":2767},"If your company relies on semiconductors, your exposure begins upstream — and your resilience programme is likely incomplete. ",[2768],{"type":63},{"type":55,"attrs":2770,"content":2771},{"textAlign":30},[2772,2775,2776],{"text":2284,"type":60,"marks":2773},[2774],{"type":63},{"text":990,"type":60},{"text":2002,"type":60,"marks":2777},[2778],{"type":75,"attrs":2779},{"href":2006,"uuid":2007,"anchor":30,"target":79,"linktype":80},{"type":55,"attrs":2781},{"textAlign":30},{"type":55,"attrs":2783,"content":2784},{"textAlign":30},[2785,2787,2794,2796,2803,2804,2811],{"text":2786,"type":60},"This is the final installment in our series on understanding the Taiwan Complex. So far we have discussed the problem with ",{"text":2788,"type":60,"marks":2789},"how we think about semiconductor risk",[2790],{"type":75,"attrs":2791},{"href":2792,"uuid":2793,"anchor":30,"target":79,"linktype":80},"/articles/understanding-semiconductor-supply-chains","6cf0b06e-7d28-4419-99d4-d46cdb5aaea6",{"text":2795,"type":60},", ",{"text":2797,"type":60,"marks":2798},"how to better understand upstream disruption",[2799],{"type":75,"attrs":2800},{"href":2801,"uuid":2802,"anchor":30,"target":79,"linktype":80},"/articles/semiconductor-points-of-failure","5fcedde6-4d95-43d0-8a74-b80244d878ab",{"text":2795,"type":60},{"text":2805,"type":60,"marks":2806},"which companies actually control chip availability",[2807],{"type":75,"attrs":2808},{"href":2809,"uuid":2810,"anchor":30,"target":79,"linktype":80},"/articles/the-21-companies-that-control-global-chip-supply","53b13c3a-c3ff-4e73-813c-88aa8576eb25",{"text":2812,"type":60},", and the five most likely reasons for disruption to occur. ",{"type":55,"attrs":2814,"content":2815},{"textAlign":30},[2816],{"text":2817,"type":60},"Now we are examining the most important question yet: what can you do about it?",{"type":55,"attrs":2819,"content":2820},{"textAlign":30},[2821],{"text":2822,"type":60},"Awareness of systemic risk is not a resilience strategy. Most organisations now understand that semiconductor supply chains are fragile and upstream-concentrated. Far fewer have translated that understanding into action by mapping their specific exposure, modelling how disruption would travel through their network and identifying which mitigation levers are actually available to them.",{"type":55,"attrs":2824,"content":2825},{"textAlign":30},[2826],{"text":2827,"type":60},"Here are some practical steps organisations must take to move from risk awareness to a comprehensive, proactive semiconductor resilience strategy.",{"type":87},{"type":108,"attrs":2830,"content":2831},{"level":110,"textAlign":30},[2832],{"text":2314,"type":60,"marks":2833},[2834],{"type":63},{"type":55,"attrs":2836,"content":2837},{"textAlign":30},[2838],{"text":2321,"type":60},{"type":55,"attrs":2840,"content":2841},{"textAlign":30},[2842],{"text":2326,"type":60,"marks":2843},[2844],{"type":75,"attrs":2845},{"href":2006,"uuid":2007,"anchor":30,"target":79,"linktype":80},{"type":87},{"type":108,"attrs":2848,"content":2849},{"level":110,"textAlign":30},[2850],{"text":2851,"type":60,"marks":2852},"Why awareness isn't enough",[2853],{"type":63},{"type":55,"attrs":2855,"content":2856},{"textAlign":30},[2857],{"text":2858,"type":60},"The risk conversation around semiconductors has matured considerably in recent years. Geopolitical tension, pandemic-era shortages and the CHIPS Act have all pushed semiconductor supply chain risk to the top of the agenda for procurement and logistics teams.",{"type":55,"attrs":2860,"content":2861},{"textAlign":30},[2862],{"text":2863,"type":60},"But maturity in the conversation has not always translated into maturity in the response. For many organisations, risk mitigation still means mapping Tier-1 supplier relationships, monitoring Taiwan Strait developments and maintaining slightly larger component inventories. And while these are all reasonable steps, they are not sufficient.",{"type":55,"attrs":2865,"content":2866},{"textAlign":30},[2867],{"text":2868,"type":60},"The reason is structural. As we showed in our analysis of the five upstream chokepoints, the most consequential points of failure sit well beyond Tier 1. A company may source from three different chip manufacturers across two continents and still share the same upstream dependency on a single HPQ deposit in Spruce Pine, North Carolina, or the same ASML lithography equipment that every advanced fab in the world relies on. Supplier diversification at the visible layer of the supply chain does not eliminate concentration at the layer beneath it.",{"type":55,"attrs":2870,"content":2871},{"textAlign":30},[2872],{"text":2873,"type":60},"Closing that gap requires a different kind of analysis and a deliberate shift from monitoring risk to managing it.",{"type":55,"attrs":2875,"content":2876},{"textAlign":30},[2877,2878],{"type":104},{"type":2384,"attrs":2879},{"id":2880,"alt":2881,"src":2882,"title":2883,"source":322,"copyright":322,"meta_data":2884},163268436227271,"Map view of supplier and supply chain concentration for the semiconductor industry.","https://a.storyblok.com/f/297658/1355x512/3b35c30ece/taiwan-complex-supply-chain-concentration-for-the-semiconductor-industry.png","The Taiwan Complex - Map View",{"alt":2881,"title":2883,"source":322,"copyright":322},{"type":87},{"type":108,"attrs":2887,"content":2888},{"level":110,"textAlign":30},[2889],{"text":2890,"type":60,"marks":2891},"Three questions that define your resilience posture",[2892],{"type":63},{"type":55,"attrs":2894,"content":2895},{"textAlign":30},[2896],{"text":2897,"type":60},"Moving from awareness to action starts with being able to answer three questions. Few organisations can answer all three with the specificity that a strong resilience strategy requires.",{"type":55,"attrs":2899,"content":2900},{"textAlign":30},[2901],{"text":2902,"type":60,"marks":2903},"1. Where does your exposure actually sit?",[2904],{"type":63},{"type":55,"attrs":2906,"content":2907},{"textAlign":30},[2908],{"text":2909,"type":60},"How well do you understand your upstream network, especially along the five chokepoint areas? This knowledge matters because diversification that looks meaningful at Tier 1 can collapse entirely two or three tiers up. A company sourcing from multiple chip manufacturers across different geographies may still share a single dependency on one HPQ deposit or one class of lithography equipment. If your exposure analysis stops at direct suppliers, you are still missing where risk actually concentrates.",{"type":55,"attrs":2911,"content":2912},{"textAlign":30},[2913],{"text":2914,"type":60,"marks":2915},"2. How would a disruption travel through your network?",[2916],{"type":63},{"type":55,"attrs":2918,"content":2919},{"textAlign":30},[2920],{"text":2921,"type":60},"Semiconductor disruptions can be difficult to detect, disguised as allocation decisions, extended lead times or qualification bottlenecks. Our analysis found that chokepoint events last a median of 243 days, compared to four for port disruptions. The organisations that manage this well have modelled the propagation path in advance: which nodes connect to which programmes, over what timeframe and which revenues are in the path when disruption hits.",{"type":55,"attrs":2923,"content":2924},{"textAlign":30},[2925],{"text":2926,"type":60,"marks":2927},"3. Which mitigation levers are actually available to you?",[2928],{"type":63},{"type":55,"attrs":2930,"content":2931},{"textAlign":30},[2932,2934],{"text":2933,"type":60},"Not all exposure can be mitigated in the same way, and some chokepoints (EUV lithography, HPQ supply) offer very limited options regardless of how much you may try to diversify. The strategic question is whether to build buffer inventory, qualify alternative suppliers, redesign around constraints or invest in early warning capability. Matching the right lever to the right risk type is what separates a resilience strategy from a risk register.",{"type":104},{"type":55,"attrs":2936},{"textAlign":30},{"type":108,"attrs":2938,"content":2939},{"level":110,"textAlign":30},[2940],{"text":2941,"type":60,"marks":2942},"From exposure to strategy: a three-step framework",[2943],{"type":63},{"type":55,"attrs":2945,"content":2946},{"textAlign":30},[2947],{"text":2948,"type":60},"The most persistent gap in semiconductor resilience planning is a structural mismatch between where organisations focus their attention and where risk actually concentrates. The events that cause the greatest operational damage are rarely the ones we anticipate. A resilience programme built only around known risks is, by definition, incomplete. What distinguishes the organisations that navigate disruption well is their structured understanding of exposure before it arrived. Here’s how they do it:",{"type":55,"attrs":2950,"content":2951},{"textAlign":30},[2952],{"text":2953,"type":60,"marks":2954},"Step 1: Quantify business impact",[2955],{"type":63},{"type":55,"attrs":2957,"content":2958},{"textAlign":30},[2959],{"text":2960,"type":60},"Before mapping suppliers, organisations need to understand which of them actually matter. The most reliable method is Bill of Materials linkage, connecting each supplier directly to the products, programmes and customers they serve. Where BOM data is unavailable or incomplete, spend data can serve as a proxy. The outcome is a clear, prioritised view of which nodes in your supply chain carry real commercial consequence, and which represent acceptable risk.",{"type":55,"attrs":2962,"content":2963},{"textAlign":30},[2964],{"text":2965,"type":60,"marks":2966},"Step 2: Analyse the critical areas",[2967],{"type":63},{"type":55,"attrs":2969,"content":2970},{"textAlign":30},[2971],{"text":2972,"type":60},"Once critical suppliers and commodities are identified, the analysis must work at two levels simultaneously. At the macro level, the focus is on raw material availability, production capacity, price trends and geographic concentration. At the micro level, it is on the operational and financial health of specific entities and their exposure to local hazards, infrastructure risk, ESG pressure and financial stress.",{"type":55,"attrs":2974,"content":2975},{"textAlign":30},[2976],{"text":2977,"type":60,"marks":2978},"Step 3: Map chokepoints through Tier-N visibility",[2979],{"type":63},{"type":55,"attrs":2981,"content":2982},{"textAlign":30},[2983],{"text":2984,"type":60},"Identifying your real exposure requires tracing your supply network beyond direct suppliers — through Tier-2, Tier-3 and further upstream where necessary. The goal is to understand where concentration actually sits, which of your suppliers share the same upstream dependencies and how a disruption at any one node would cascade through to your operations. This is the layer of the supply chain where the five chokepoints live. It is also the layer that most organisations have never systematically mapped.",{"type":55,"attrs":2986,"content":2987},{"textAlign":30},[2988],{"text":2989,"type":60},"With this foundation, organisations can move from generic risk narratives to precise statements: which fabs serve which programmes, which of those fabs share upstream dependencies on HPQ or EUV equipment and what a disruption at any of those nodes would mean for specific product lines and customer commitments. ",{"type":55,"attrs":2991,"content":2992},{"textAlign":30},[2993],{"text":2994,"type":60},"Overcoming the Taiwan Complex means developing a resilience strategy that holds under real disruption. That starts with understanding what matters most to your business and working upstream from there.",{"type":55,"attrs":2996},{"textAlign":30},{"type":108,"attrs":2998,"content":2999},{"level":110,"textAlign":30},[3000],{"text":3001,"type":60,"marks":3002},"Key takeaways for overcoming the Taiwan Complex",[3003],{"type":63},{"type":1266,"content":3005},[3006,3017,3028,3039,3050],{"type":238,"content":3007},[3008],{"type":55,"attrs":3009,"content":3010},{"textAlign":30},[3011,3015],{"text":3012,"type":60,"marks":3013},"Map your exposure beyond Tier 1. ",[3014],{"type":63},{"text":3016,"type":60},"Identify where your supply network touches the five upstream chokepoints and how many of your suppliers converge on the same nodes.",{"type":238,"content":3018},[3019],{"type":55,"attrs":3020,"content":3021},{"textAlign":30},[3022,3026],{"text":3023,"type":60,"marks":3024},"Model disruption impact by programme and product line, not just by supplier. ",[3025],{"type":63},{"text":3027,"type":60},"Know which revenues are most vulnerable and how quickly a chokepoint event would reach your operations.",{"type":238,"content":3029},[3030],{"type":55,"attrs":3031,"content":3032},{"textAlign":30},[3033,3037],{"text":3034,"type":60,"marks":3035},"Match mitigation to risk type.",[3036],{"type":63},{"text":3038,"type":60}," Buffer inventory, early warning monitoring, supplier qualification and conscious risk acceptance are not interchangeable. The wrong lever applied to the right risk offers little real protection.",{"type":238,"content":3040},[3041],{"type":55,"attrs":3042,"content":3043},{"textAlign":30},[3044,3048],{"text":3045,"type":60,"marks":3046},"Do not skip steps. ",[3047],{"type":63},{"text":3049,"type":60},"Mitigation decisions made without prior exposure mapping and impact modelling are built on incomplete foundations, however sophisticated they appear.",{"type":238,"content":3051},[3052],{"type":55,"attrs":3053,"content":3054},{"textAlign":30},[3055,3059],{"text":3056,"type":60,"marks":3057},"Invest in upstream monitoring now. ",[3058],{"type":63},{"text":3060,"type":60},"Early warning capability compounds in value over time. The organisations with visibility into material supplier stress, equipment allocation trends and chokepoint-level signals today will be better positioned when the next disruption occurs.",{"type":87},{"type":108,"attrs":3063,"content":3064},{"level":301,"textAlign":30},[3065],{"text":2232,"type":60,"marks":3066},[3067],{"type":63},{"type":55,"attrs":3069,"content":3070},{"textAlign":30},[3071],{"text":2708,"type":60},{"type":55,"attrs":3073,"content":3074},{"textAlign":30},[3075],{"text":2242,"type":60,"marks":3076},[3077,3079],{"type":75,"attrs":3078},{"href":2006,"uuid":2007,"anchor":30,"target":79,"linktype":80},{"type":63},"Posted April 4, 2026 • 6 min read",{"_uid":326,"title":2719,"plugin":328,"og_image":322,"og_title":2719,"description":2720,"twitter_image":322,"twitter_title":2719,"og_description":2720,"twitter_description":2720},{"id":3083,"alt":2749,"name":322,"focus":322,"title":3084,"source":322,"filename":3085,"copyright":322,"fieldtype":337,"meta_data":3086,"is_external_url":11},163266683642970,"The Taiwan Complex","https://a.storyblok.com/f/297658/2750x2200/05ca69197b/taiwan-semiconductor-exposure.jpg",{"alt":2749,"title":3084,"source":322,"copyright":322},[],[3089,2730,2263],"3ec66320-5f0d-4185-b1c7-a761cd0808c2",{"type":52,"content":3091},[3092],{"type":55},"semiconductor-exposure-overcoming-the-taiwan-complex","resources/blog/semiconductor-exposure-overcoming-the-taiwan-complex",-460,[],"bd03fa0c-9674-4c9a-bce4-2328cbc64ad8","2026-05-20T11:21:23.001Z",[],[3101,3103],{"path":3102,"name":30,"lang":40,"published":30},"ressources/blog/semiconductor-exposure-overcoming-the-taiwan-complex",{"path":3104,"name":30,"lang":43,"published":30},"ressourcen/blog/semiconductor-exposure-overcoming-the-taiwan-complex",{"name":3106,"created_at":3107,"published_at":3108,"updated_at":3109,"id":3110,"uuid":2728,"content":3111,"slug":3452,"full_slug":3453,"sort_by_date":3454,"position":3455,"tag_list":3456,"is_startpage":11,"parent_id":2739,"meta_data":30,"group_id":3457,"first_published_at":3458,"release_id":30,"lang":36,"path":30,"alternates":3459,"default_full_slug":3453,"translated_slugs":3460,"_stopResolving":44},"Understanding semiconductor supply chains","2026-04-22T12:25:29.836Z","2026-06-03T12:55:00.786Z","2026-06-03T12:55:00.814Z",168636947890136,{"big":11,"_uid":12,"type":3112,"pinned":11,"section":3113,"tagline":3439,"metatags":3440,"overline":332,"component":333,"thumbnail":3444,"additional_seo":3447,"related_articles":3448,"footer_cta_text_alt":3449},[2266],[3114],{"_uid":47,"title":3106,"content":3115,"subtitle":322,"component":323},[3116],{"_uid":50,"is_big":11,"content":3117,"component":321},{"type":52,"content":3118},[3119,3126,3137,3139,3144,3149,3154,3159,3160,3166,3170,3177,3178,3185,3192,3197,3202,3207,3212,3226,3228,3235,3240,3245,3247,3254,3259,3264,3266,3273,3278,3283,3285,3292,3297,3302,3304,3310,3315,3320,3321,3328,3335,3340,3342,3349,3354,3359,3361,3368,3373,3375,3382,3387,3392,3393,3400,3405,3410,3415,3420,3421,3427,3431],{"type":55,"attrs":3120,"content":3121},{"textAlign":30},[3122],{"text":3123,"type":60,"marks":3124},"What the Taiwan Complex reveals about structural risk in semiconductor supply chains.",[3125],{"type":63},{"type":55,"attrs":3127,"content":3128},{"textAlign":30},[3129,3132,3133],{"text":2284,"type":60,"marks":3130},[3131],{"type":63},{"text":990,"type":60},{"text":2002,"type":60,"marks":3134},[3135],{"type":75,"attrs":3136},{"href":2006,"uuid":2007,"anchor":30,"target":79,"linktype":80},{"type":55,"attrs":3138},{"textAlign":30},{"type":55,"attrs":3140,"content":3141},{"textAlign":30},[3142],{"text":3143,"type":60},"Semiconductor supply chains are both critically important and widely misunderstood.",{"type":55,"attrs":3145,"content":3146},{"textAlign":30},[3147],{"text":3148,"type":60},"Even organisations with mature semiconductor supplier management and risk frameworks can mistake patterns in downstream behaviour as predictors for upstream disruptions. Risk may appear manageable at Tier 1, but many of the most impactful points of disruption sit far upstream in materials, equipment and highly specialised production.",{"type":55,"attrs":3150,"content":3151},{"textAlign":30},[3152],{"text":3153,"type":60},"A disruption in high-purity quartz production, for example, can restrict wafer supply and ripple through foundries, packaging, and downstream manufacturing. At the other end of the chain, delays in assembly and testing can prevent chips from reaching customers even when materials and fabrication capacity are available.",{"type":55,"attrs":3155,"content":3156},{"textAlign":30},[3157],{"text":3158,"type":60},"This gap between expected risk and actual exposure is the focus of The Taiwan Complex, Prewave’s latest report on semiconductor supply chain risk. The report examines why semiconductor disruption is difficult to identify early, how it escalates so quickly and why traditional risk narratives often fail to explain what is really happening.",{"type":87},{"type":108,"attrs":3161,"content":3162},{"level":110,"textAlign":30},[3163],{"text":2314,"type":60,"marks":3164},[3165],{"type":63},{"type":55,"attrs":3167,"content":3168},{"textAlign":30},[3169],{"text":2321,"type":60},{"type":55,"attrs":3171,"content":3172},{"textAlign":30},[3173],{"text":2326,"type":60,"marks":3174},[3175],{"type":75,"attrs":3176},{"href":2006,"uuid":2007,"anchor":30,"target":79,"linktype":80},{"type":87},{"type":108,"attrs":3179,"content":3180},{"level":110,"textAlign":30},[3181],{"text":3182,"type":60,"marks":3183},"Why semiconductor risk is hard to see",[3184],{"type":63},{"type":55,"attrs":3186,"content":3187},{"textAlign":30},[3188],{"text":3189,"type":60,"marks":3190},"“The semiconductor industry operates through a highly fragmented and specialised global production system. Although commonly described in four stages: design, wafer production, front-end manufacturing and assembly, test and packaging (ATP/OSAT), the real value chain is far more complex.”",[3191],{"type":123},{"type":55,"attrs":3193,"content":3194},{"textAlign":30},[3195],{"text":3196,"type":60},"Semiconductor supply chains do not behave like most industrial supply networks.",{"type":55,"attrs":3198,"content":3199},{"textAlign":30},[3200],{"text":3201,"type":60},"They are shaped by long qualification cycles, extreme capital intensity and tight coupling between materials, equipment, process technology and geography. Once production is underway, switching suppliers or production routes is slow and costly.",{"type":55,"attrs":3203,"content":3204},{"textAlign":30},[3205],{"text":3206,"type":60},"To make that complexity easier to understand, it helps to think of the semiconductor supply chain as a set of interconnected stages. With so many dependencies, stress in one part of the system often surfaces somewhere else entirely.",{"type":55,"attrs":3208,"content":3209},{"textAlign":30},[3210],{"text":3211,"type":60},"This is why semiconductor risk frequently feels sudden, even when early warning signals existed elsewhere in the system.",{"type":55,"attrs":3213,"content":3214},{"textAlign":30},[3215,3222],{"type":2384,"attrs":3216,"marks":3220},{"id":3217,"alt":322,"src":3218,"title":322,"source":322,"copyright":322,"meta_data":3219},145670200911255,"https://a.storyblok.com/f/297658/1780x1414/966bcbbb4b/taiwan-complex-blog-post-1-illustration.png",{},[3221],{"type":123},{"text":3223,"type":60,"marks":3224},"Nodes in the semiconductor value chain.",[3225],{"type":123},{"type":55,"attrs":3227},{"textAlign":30},{"type":108,"attrs":3229,"content":3230},{"level":301,"textAlign":30},[3231],{"text":3232,"type":60,"marks":3233},"Materials",[3234],{"type":63},{"type":55,"attrs":3236,"content":3237},{"textAlign":30},[3238],{"text":3239,"type":60},"The semiconductor chain begins with materials such as silicon wafers, specialty gases, photoresists and ultrapure chemicals. These inputs are produced by a small number of highly specialised suppliers and must meet extremely strict purity standards. Once a process is qualified, switching materials is rarely fast or practical.",{"type":55,"attrs":3241,"content":3242},{"textAlign":30},[3243],{"text":3244,"type":60},"High-purity quartz, for example, which is required to produce the quartz crucibles used to grow monocrystalline silicon ingots, must reach purity levels of 99.9995% to 99.9999%. There is no room for substitution, and nearly all global supply comes from two companies in one region. Because this step sits at the very top of the chain, any constraint flows downstream into wafers, fabs, OSAT providers and ultimately OEMs. ",{"type":55,"attrs":3246},{"textAlign":30},{"type":108,"attrs":3248,"content":3249},{"level":301,"textAlign":30},[3250],{"text":3251,"type":60,"marks":3252},"Equipment",[3253],{"type":63},{"type":55,"attrs":3255,"content":3256},{"textAlign":30},[3257],{"text":3258,"type":60},"Materials move through highly specialised tools for lithography, deposition, etching and inspection. These machines define what can be built and at what scale. Equipment production is concentrated among a small group of vendors, and capacity expansion takes years.",{"type":55,"attrs":3260,"content":3261},{"textAlign":30},[3262],{"text":3263,"type":60},"Each tool is qualified for specific device layers, a process that can take months or longer. As a result, fabs cannot easily switch suppliers without requalifying large parts of their process. This creates long-term lock-in. For many critical steps, there is only one viable supplier for the lifetime of a technology node. This lock-in shapes global capacity, pricing and how quickly new technologies can scale, and it means disruption at the equipment level often propagates widely across customers and regions.",{"type":55,"attrs":3265},{"textAlign":30},{"type":108,"attrs":3267,"content":3268},{"level":301,"textAlign":30},[3269],{"text":3270,"type":60,"marks":3271},"Wafer fabrication ",[3272],{"type":63},{"type":55,"attrs":3274,"content":3275},{"textAlign":30},[3276],{"text":3277,"type":60},"Before chips are made, wafers must be produced. Wafer manufacturers turn quartz crucibles, electronic-grade polysilicon and ultrapure chemicals into monocrystalline silicon ingots, which are then prepared for fabrication. ",{"type":55,"attrs":3279,"content":3280},{"textAlign":30},[3281],{"text":3282,"type":60},"Wafer production is capital-intensive and slow to expand. Equipment lead times are long, and operations depend on stable utilities and highly controlled environments. Disruption here quickly constrains the flow of material into fabs, packaging plants and downstream manufacturers. ",{"type":55,"attrs":3284},{"textAlign":30},{"type":108,"attrs":3286,"content":3287},{"level":301,"textAlign":30},[3288],{"text":3289,"type":60,"marks":3290},"Foundry ",[3291],{"type":63},{"type":55,"attrs":3293,"content":3294},{"textAlign":30},[3295],{"text":3296,"type":60},"As the most concentrated stage in the semiconductor chain, foundries are where upstream constraints turn into real manufacturing capacity limits. Only a small number of companies can manufacture chips at scale, and each technology node is tied to specific sites and regional ecosystems. ",{"type":55,"attrs":3298,"content":3299},{"textAlign":30},[3300],{"text":3301,"type":60},"Advanced devices below 7 nm depend on a handful of locations supported by tightly clustered suppliers and service providers. Foundries are well prepared for known risks like earthquakes or typhoons, but are still vulnerable to local shocks to the surrounding infrastructure and changes in relevant export policy. ",{"type":55,"attrs":3303},{"textAlign":30},{"type":108,"attrs":3305,"content":3306},{"level":301,"textAlign":30},[3307],{"text":2602,"type":60,"marks":3308},[3309],{"type":63},{"type":55,"attrs":3311,"content":3312},{"textAlign":30},[3313],{"text":3314,"type":60},"After wafers leave the fab, they must be cut, packaged and tested. This work is handled largely by OSAT providers, which perform dicing, wire bonding, advanced packaging and final electrical testing.",{"type":55,"attrs":3316,"content":3317},{"textAlign":30},[3318],{"text":3319,"type":60},"These stages are often treated as interchangeable or lower risk, but they are tightly linked to upstream production. Even companies that handle some advanced packaging in-house rely heavily on external partners. For fabless firms, OSAT represents almost the entire downstream chain. If packaging or test hubs are full, disrupted, or inaccessible, chips do not ship, even when foundry capacity is available.",{"type":87},{"type":108,"attrs":3322,"content":3323},{"level":110,"textAlign":30},[3324],{"text":3325,"type":60,"marks":3326},"Where vulnerability forms in semiconductor supply chains ",[3327],{"type":63},{"type":55,"attrs":3329,"content":3330},{"textAlign":30},[3331],{"text":3332,"type":60,"marks":3333},"“Even if direct chip purchases look diversified, many programmes and plants remain tied back to the same few upstream material clusters, equipment makers, and foundries. Without multi-tier visibility, these shared dependencies, or chokepoints, remain invisible until a disruption hits.”",[3334],{"type":123},{"type":55,"attrs":3336,"content":3337},{"textAlign":30},[3338],{"text":3339,"type":60},"There are several structural characteristics that make semiconductor supply chains uniquely fragile.",{"type":55,"attrs":3341},{"textAlign":30},{"type":55,"attrs":3343,"content":3344},{"textAlign":30},[3345],{"text":3346,"type":60,"marks":3347},"Long and inflexible qualification cycles",[3348],{"type":63},{"type":55,"attrs":3350,"content":3351},{"textAlign":30},[3352],{"text":3353,"type":60},"Semiconductor production depends on components, materials and processes that take years to qualify. Even when alternative suppliers exist, switching in response to disruption is rarely possible in the short term.",{"type":55,"attrs":3355,"content":3356},{"textAlign":30},[3357],{"text":3358,"type":60},"Hidden concentration behind apparent diversificationSupplier diversification at Tier 1 often masks deep upstream convergence. Multiple suppliers may rely on the same materials, specialised tools, or production facilities, allowing risk to concentrate invisibly as supplier counts increase.",{"type":55,"attrs":3360},{"textAlign":30},{"type":55,"attrs":3362,"content":3363},{"textAlign":30},[3364],{"text":3365,"type":60,"marks":3366},"Disruption starts upstream, not at the fab",[3367],{"type":63},{"type":55,"attrs":3369,"content":3370},{"textAlign":30},[3371],{"text":3372,"type":60},"Constraints typically emerge in materials processing, equipment manufacturing, or downstream stages such as assembly, test and packaging. These early failures often remain invisible until pressure has already compounded across tiers.",{"type":55,"attrs":3374},{"textAlign":30},{"type":55,"attrs":3376,"content":3377},{"textAlign":30},[3378],{"text":3379,"type":60,"marks":3380},"Lead-time pressure surfaces late",[3381],{"type":63},{"type":55,"attrs":3383,"content":3384},{"textAlign":30},[3385],{"text":3386,"type":60},"Stress accumulates long before it appears in delivery data or customer-facing metrics. By the time delays are visible, the underlying disruption may be weeks or months old.",{"type":55,"attrs":3388,"content":3389},{"textAlign":30},[3390],{"text":3391,"type":60},"Taken together, these dynamics explain why semiconductor disruption escalates quickly and why mitigation options narrow so fast once exposure becomes visible.",{"type":87},{"type":108,"attrs":3394,"content":3395},{"level":110,"textAlign":30},[3396],{"text":3397,"type":60,"marks":3398},"Why understanding your semiconductor supply chain is critical ",[3399],{"type":63},{"type":55,"attrs":3401,"content":3402},{"textAlign":30},[3403],{"text":3404,"type":60},"Semiconductors sit at the heart of modern manufacturing. Automotive production, industrial equipment, consumer electronics, energy systems and critical infrastructure all depend on reliable chip supply. In turn, production depends on a small number of upstream materials and production stages that are deeply interdependent and often invisible beyond Tier 1. ",{"type":55,"attrs":3406,"content":3407},{"textAlign":30},[3408],{"text":3409,"type":60},"Concentration exists long before chips reach a direct supplier, and by the time disruption becomes visible, options are already limited.",{"type":55,"attrs":3411,"content":3412},{"textAlign":30},[3413],{"text":3414,"type":60},"This creates a persistent gap between expected risk and actual exposure. Many organisations believe they understand their semiconductor risk because they can see their direct suppliers. In reality, the most binding constraints often sit several tiers upstream, outside traditional visibility and risk models.",{"type":55,"attrs":3416,"content":3417},{"textAlign":30},[3418],{"text":3419,"type":60},"True understanding of semiconductor supply chains is about seeing how exposure accumulates across the system, where disruption would hurt most, and how quickly it would propagate. ",{"type":87},{"type":108,"attrs":3422,"content":3423},{"level":301,"textAlign":30},[3424],{"text":2232,"type":60,"marks":3425},[3426],{"type":63},{"type":55,"attrs":3428,"content":3429},{"textAlign":30},[3430],{"text":2708,"type":60},{"type":55,"attrs":3432,"content":3433},{"textAlign":30},[3434],{"text":2242,"type":60,"marks":3435},[3436,3438],{"type":75,"attrs":3437},{"href":2006,"uuid":2007,"anchor":30,"target":79,"linktype":80},{"type":63},"Posted February 27, 2026 • 7 min read",{"_uid":326,"title":3441,"plugin":328,"og_image":3442,"og_title":3441,"description":3443,"twitter_image":3442,"twitter_title":3441,"og_description":3443,"twitter_description":3443},"Semiconductor supply chain risk explained | Taiwan Complex Report","https://a.storyblok.com/f/297658/2750x2200/cf68997d25/taiwan-post-banner.jpg","Automotive OEMs share upstream semiconductor dependencies. See how concentration in materials, equipment and fabs amplifies supply chain risk.",{"id":3445,"alt":322,"name":322,"focus":322,"title":322,"source":322,"filename":3442,"copyright":322,"fieldtype":337,"meta_data":3446,"is_external_url":11},145656390287889,{},[],[3089,2263,2729],{"type":52,"content":3450},[3451],{"type":55},"understanding-semiconductor-supply-chains","resources/blog/understanding-semiconductor-supply-chains","2020-01-02",-450,[],"0bbee442-8d8b-4b74-9c78-57569dcebe9c","2026-05-20T11:21:23.230Z",[],[3461,3463],{"path":3462,"name":30,"lang":40,"published":30},"ressources/blog/understanding-semiconductor-supply-chains",{"path":3464,"name":30,"lang":43,"published":30},"ressourcen/blog/understanding-semiconductor-supply-chains",{"type":52,"content":3466},[3467],{"type":55},"the-taiwan-complex-the-problem-with-how-we-think-about-semiconductor-risk","resources/news-and-press/the-taiwan-complex-the-problem-with-how-we-think-about-semiconductor-risk","2026-02-16",-760,[],"6274568c-efa3-4337-b2ec-32fe67ba6fae","2026-05-20T11:26:00.139Z",[],[3477,3479],{"path":3478,"name":30,"lang":40,"published":30},"ressources/actualites-et-presse/the-taiwan-complex-the-problem-with-how-we-think-about-semiconductor-risk",{"path":3480,"name":30,"lang":43,"published":30},"ressourcen/news-und-presse/the-taiwan-complex-the-problem-with-how-we-think-about-semiconductor-risk",{"sm":1164,"md":1165,"lg":1165},{"type":52,"content":3483},[3484],{"type":55},"mine-games-critical-mineral-supply-chain-risks","resources/news-and-press/mine-games-critical-mineral-supply-chain-risks","2026-02-06",-740,[],"499b1774-6c9d-487b-92e5-37446e94929a","2026-07-08T08:33:37.701Z",[],[3494,3496],{"path":3495,"name":30,"lang":40,"published":30},"ressources/actualites-et-presse/mine-games-critical-mineral-supply-chain-risks",{"path":3497,"name":30,"lang":43,"published":30},"ressourcen/news-und-presse/mine-games-critical-mineral-supply-chain-risks",1791314120856]