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The Unwinding of Global Tech Supply Chains
Article

The Unwinding of Global Tech Supply Chains


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Editorial Rating

8

Qualities

  • Applicable
  • Concrete Examples
  • For Experts

Recommendation

Governments are increasingly regulating sensitive, multi-use artificial intelligence (AI) technologies for security and economic reasons. As Raj Varadarajan, Gary Wang, Michael McAdoo, and Marc Gilbert write for the Boston Consulting Group, companies that procure sensitive tech through global supply chains seem likely to face new regulations. These BCG analysts reported in 2023 that firms in AI, semiconductors, biotech, quantum computing, and such should be alert to the risk of regulatory changes. Subsequent events confirm their precautions.

Take-Aways

  • Global competition and security concerns put advanced technology supply chains at risk.
  • Geopolitical tensions and security issues could threaten open-source software.
  • Quantum computing may amplify security risks.

About the Authors

Raj Varadarajan is a managing director and senior partner at Boston Consulting Group (BCG), where Gary Wang is a former project leader, Michael McAdoo is a partner and director of Global Trade and Investment, and Marc Gilbert is a managing director and senior partner.