1、 Securing the US semiconductor supply chain 1Securing the US semiconductor supply chainTechnology /Research ReportApril 01,2026IntroductionThe United States runs on semiconductors.As seen through the massive expansion of compute in data centers,combined with billions of connected Internet of Things(

2、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 todays component flows still trav

3、els as paperwork and labels rather than evidence tied to the silicon itself.That gap enables counterfeits and“Trojan”semiconductorswhich have increasingly come under focus/scrutiny of the US government in recent yearsto potentially slip into critical systems,creating significant economic exposure an

4、d national-security risks.Semiconductors have also come under increased scrutiny from the US government through trade and industrial policy,including the recently announced two-phase Section 232 semiconductor tariffs.For such tariffs to be effective and enforceable,importers must be able to verify w

5、here a semiconductor was with confidence.In a multi-tier electronics supply chain,where fabricated to determine country of originparts are assembled,packaged,and distributed across multiple countries,paper-based declarations are often insufficient to reliably distinguish where silicon was actually m

6、anufactured.This paper addresses a central question:how to make semiconductor origin verifiable end-to-end,at scale,across heterogeneous device types and multi-tier supply chains,from high-end accelerators in data Securing the US semiconductor supply chain 2centers to low-cost sensors at the edge.Tr