China Is Flooding the Market for Vital Semiconductors. Fight Back or Risk National Security. - Barron's

1. China invests $200 billion in semiconductor infrastructure, threatening U.S. market stability. 2. U.S. supply chain vulnerabilities increase risks to national security and defense readiness. 3. Only $2 billion of $52.9 billion CHIPS Act funds allocated to mature-node fabs. 4. Domestic semiconductor focus is crucial for both economic growth and military applications. 5. 850 defense-related start-ups rely on secure access to reliable semiconductors.