Let’s start with the basic question: what exactly is friend-shoring? At its core, this is about redesigning supply chains so that critical components and materials are sourced and produced mainly among politically and economically trusted allies. U.S. Treasury Secretary Janet Yellen has stressed this point in several speeches. And the intent is clear: this isn’t … Continue reading Friend-shoring as a Strategic Imperative: Safeguarding AI, Semiconductors, and Mobility to 2030