De-Chaining: How America is redrawing the global electronics map

De-Chaining: How America is redrawing the global electronics map

In 2024, American tech giants took clear strategic steps to diversify their supply chains away from over-reliance on China, a move known as "de-chaining." The most prominent of these moves came from Apple, which decided to partially manufacture the iPhone 16 in India for the first time, in addition to making significant investments in chip and semiconductor manufacturing in Mexico. A deeper business analysis of this trend reveals that the electronics industry is undergoing a new geographical realignment that could reshape the global economy for decades to come. Strategic concerns outweigh prosperity The primary drivers behind this radical shift are "supply chain resilience" and "strategic risk reduction." The COVID-19 pandemic and escalating geopolitical instability have clearly demonstrated that dependence on a single manufacturing source, however cheap and efficient, represents an existential vulnerability that can cost companies billions of dollars in a…