The global semiconductor supply chain is under renewed strain as geopolitical tensions, monetary shifts and surging demand converge to threaten another shortage. Here’s what’s driving the crunch—and how forward-looking organizations can secure the compute they need. Trade Turbulence Remaps Sourcing In early 2025, the U.S. slapped a 25 percent “reciprocal tariff” on non-USMCA-origin chips flowing through Canada and Mexico—up from virtually zero—instantly reshaping North Americ