Dataleo Insight · 2026-07-10· Semiconductor Supply Chain
Semiconductor security policy needs dependency-level capacity models
National capacity totals are weak planning signals unless companies can see which facilities support the required package, material, technology and end market.
SEMI’s latest assembly-and-test facility data improves visibility into more than 820 back-end semiconductor sites, adding material, technology and end-market fields.
The affected decision is whether a semiconductor supply path is genuinely diversified. Value requires dependency-level capacity and qualification data.
The principal failure mode is counting facilities while overlooking concentration in a specific package, material or process.
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