From Samsung’s $16.5 billion agreement to produce next-generation AI chips at its new Texas fab to a global rush of copper shipments ahead of a looming 50% tariff, supply chains are under unprecedented strain. These twin developments showcase the ongoing entanglement of geopolitics and the supply chain that has resulted in disruption after disruption. More broadly, they signal a structural shift for the chip industry that makes sourcing and manufacturing decisions inseparable from global policy. To stay competitive, organizations must mature from transactional procurement to strategic supply chain management that ... (full story)