Nice one pro!Been looking at similar things1) Taiwan investment...

Nice one pro!

Been looking at similar things
1) Taiwan investment of $65bn in US for semiconductor manufacturing https://www.commerce.gov/news/press-releases/2024/04/biden-harris-administration-announces-preliminary-terms-tsmc-expanded shows how the geopolitics and partnerships formulating around this. Dependency of AI and other uses on semiconductors specifically called out

2) old doc from 2021 but relevant review of semiconductor supply chain from US perspective that breaks down components and country profiles https://cset.georgetown.edu/wp-content/uploads/The-Semiconductor-Supply-Chain-Issue-Brief.pdf - Japan features prominently in semiconductor manufacturing equipment and other materials like, specifically leading market share for assembly, testing, and packaging tools (ATP), fab tools and wafers

Japan leads production of packaging materials, while other countries including the United States and China also have market shares (Table 19). Packaging involves several steps to bond a fabricated chip to an encasing package. For example, a bond wire attaches the chip to a lead frame. The lead frame transfers data between the chip and external devices. A protective ceramic package, plastic substrate, or encapsulant resin can also be bonded to the chip. Die attach materials including polymers and eutectic alloys are used to attach the chip to packages or substrates.

Sumitomo referenced specifically against ceramic packages, photoresists, die attach materials and encapsulation resin

SEI does have a history for fluororesin products but not sure they are directly related to semiconductors or not

Got to run, will see if I can dig up more later