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Impact of Geopolitical Risks on Global Supply Chain Strategies: Evidence from the Semiconductor Industry

Identification

Clé publique

doi:10.65072/jebim.v1i1.3

Auteurs

Kamran Ali Jamshed · Olusola David Animashaun

Année déclarée

2025

Langue déclarée

en

Type source

article

Première détection

2026-11-09T19:15:44.542289+00:00

Dernière observation des métadonnées

2026-11-09T19:15:44.542289+00:00

Dernière vérification HTTP

Non effectuée

Institutions déclarées par la source

Teesside University · University of Chieti-Pescara

Résumé documentaire — langue originale

This study argues that geopolitical risk, not cost efficiency, now decisively structures semiconductor supply chains. Using a systematic literature review (SLR) of 2020-2025 sources and reflexive thematic analysis, it synthesizes four findings. First, sanctions, export controls and critical-mineral dependencies have converted long-known chokepoints (advanced lithography, leading-edge foundries, and specialist materials) into systemic vulnerabilities. Second, firms are not simply “decoupling” but adopting a triad of adaptations: asset re-location (reshoring and nearshoring and dual footprints), supply-base diversification with pre-approved alternates across tiers, and digital risk instrumentation (predictive analytics, control-tower visibility, scenario stress-testing). These moves raise resilience but impose material trade-offs in capital intensity, operating cost and talent constraints. Third, sovereignty-driven policies (e.g., subsidy regimes and export controls) are only partially effective: they crowd in investment yet risk regulatory fragmentation, retaliation, and distorted competition that can reallocate rather than reduce systemic exposure. Finally, the review rejects single-theory explanations. Global Value Chain mapping clarifies interdependence; Resource-Dependency analysis explains power asymmetries; resilience frameworks capture operational levers, none suffice alone. The conclusion is prescriptive and arguing that shift from reactive crisis management to anticipatory, data-driven resilience that hardens critical nodes, expands dual sourcing beyond tier-1 visibility, and aligns industrial policy with interoperable standards to avoid a subsidy-arms race that undermines the very robustness it seeks to build.

Identifiants

OPENALEX

W7117310340

DOI

10.65072/jebim.v1i1.3

Repères documentaires

Famille documentaire

Doctrine

Types déclarés par les sources

article

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Sources

OpenAlex · Document 1 · Document 2

• DOI · https://doi.org/10.65072/jebim.v1i1.3
• OpenAlex · https://openalex.org/W7117310340

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