Semiconductor

Semiconductors are the computer chips that power AI systems, from data centers running large language models to edge devices that process AI locally. For AI governance, semiconductor supply chain risk and access controls matter because chip shortages can delay AI deployments, while geopolitical restrictions on advanced chips affect which countries and companies can build competitive AI capabilities. Regulators and boards increasingly scrutinize semiconductor sourcing, export compliance, and the concentration of chip manufacturing as critical infrastructure that shapes AI development and national competitiveness.

1 item