Part 5/8:
Zion highlights the increased complexity of the global supply chain necessary for high-end chips, emphasizing that it is currently the most complex supply chain in human history. With thousands of companies involved in various stages, he warns that disruptions—especially from geopolitical tensions—could significantly impact production. With many small companies reliant on narrow product lines, even minor disruptions could unravel the entire ecosystem, potentially prolonging delays in chip production.
Zion asserts that a realistic timeline for overcoming these challenges could stretch to a decade or more, indicating a long-awaited path toward the mass production of AI-compatible chips.