科尔尼：2026年美国半导体供应链安全保障研究报告（英文版）

The United States runs on semiconductors. As seen through the massive expansion of compute in data centers, combined with billions of connected Internet of Things (IoT) and edge devices, electronics continue to push deeper into transportation, healthcare, energy, defense, and other critical infrastructure. These electronic systems are sourced through a highly complex web of diverse suppliers and geographies. Yet identity and origin in today’s component flows still travels as paperwork and lab