✉news BusinessEconomy first seen 12 h ago, last 11 h ago, peak #26
Polysilicon supply chains under strain in geoeconomic transition
Original: The silicon economy: polysilicon supply chains in times of geoeconomic transition
A new analysis from the The Hague Centre for Strategic Studies examines how polysilicon supply chains, critical to semiconductors and solar energy, are being reshaped by shifting geopolitical and economic dynamics. The report frames silicon as a strategic resource whose production and trade routes are increasingly influenced by state competition, export controls, and industrial policy amid the broader geoeconomic transition.
Why now: Growing concern over critical mineral and semiconductor supply chain security amid US-China rivalry and industrial policy shifts.
The Hague Centre for Strategic Studiespolysilicon industrysemiconductor sectorsolar energy sector
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- The silicon economy: polysilicon supply chains in times of geoeconomic transition · The Hague Centre for Strategic Studies
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