Globalization Is Not Ending. The Rules Are Changing…
· Source: tspasemiconductor.substack.com
In short
The article discusses the evolving nature of globalization in the context of supply chains and industrial capabilities as of 2026, highlighting a shift from cost efficiency to resilience, technological control, and regional diversification. It emphasizes the impact of AI and geopolitical factors in reshaping the global economic map, particularly in semiconductor manufacturing and regional supply chain strategies. Key regions like the US, Europe, Japan, Southeast Asia, and Taiwan are noted for their distinct roles in this new global economic structure.
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Tags: globalization, supply chain, semiconductors, AI, regionalization, manufacturing