Trend · rank 120 of 250

Lithography & chip-tool chokepoints

Advanced chip fabrication depends on a few suppliers of equipment, design software and materials, giving their host nations leverage through export controls over who can produce leading-edge silicon.

Critical TechnologyTrade, industry & supply chainscomputemanufacturinggeoeconomics

Second pass: Carried forward from the first pass unchanged. Held by all three panel models.

Sensitivity and network position

Rank
120of 250
Sensitivity
7.5rank 153
Breadth
2of 20 scenarios High or above
PageRank
27.9rank 160
Eigenvector
1.2
Betweenness
33.9
Links
10trends at Moderate similarity or above
Composite
21.0

Attention over three years

How much this trend is read about on Wikipedia and searched for on Google, week by week, set against the typical trend in the list so that what moves every trend at once is taken out. 100 is this trend's own three-year average. The score measures public attention, which is not the same as the strength of the force: a trend can deepen unnoticed, and a news event can lift attention for a fortnight.

Now
161
Over a year
+63%Surging
Over three years
+40%
Peak
27713 Oct 2024
Sources
Bothagreement -0.06
Coverage
10languages · 51 nations

Trailing 4-week average. 100 is this trend’s three-year average.

By language

Wikipedia reading in each language edition where the trend’s pages are read enough to measure (10 of 28). Share is of all the readers counted.

LanguageShareNowOver a yearThree years
English45%445+611%
German15%129+40%
Chinese12%122+53%
Japanese7%100+9%
French7%178+60%
Russian6%124+43%
Spanish4%161+76%
Italian2%191+18%
Arabic1%146+41%
Persian0%169+53%

By country

Google search interest over the three years, as a share of each country’s searching. 100 is the nation where interest is highest. The search terms are English, which favours countries that search in English.

Netherlands

Belgium

Singapore

Luxembourg

South Korea

Taiwan

Switzerland

Germany

China

Austria

Denmark

Israel

100

34

23

20

19

19

14

12

11

9

9

8

The 12 highest of 51 nations with a reading.

By region and G20 member

Attention to this trend inside each place, from Google searches made in its countries and Wikipedia reading in the languages mostly read there, averaged where both exist. Each line compares the trend with its own past in that place; the lines do not compare places.

Regions

PlaceRead fromNow90 days1 year3 yearsThree years
North AmericaGoogle in 2 countries + Wikipedia in English285+128%+205%+442%
EuropeGoogle in 8 countries + Wikipedia in German, French, Italian141+37%+12%+129%
ChinaGoogle in 1 country110−1%+6%+4%
Indo-PacificGoogle in 8 countries + Wikipedia in Japanese, Chinese132+21%+30%+70%
South AsiaGoogle in 1 country175−12%+42%+396%
Gulf and Middle EastGoogle in 3 countries + Wikipedia in Persian, Arabic151+14%+28%+178%
AfricaGoogle in 1 country161+23%+132%+712%
Latin America and CaribbeanGoogle in 3 countries + Wikipedia in Spanish177+21%+75%+233%
Russia and EurasiaWikipedia in Russian124−15%+43%+75%

G20 members

PlaceRead fromNow90 days1 year3 yearsThree years
ArgentinaGoogle187−8%+13%+1345%
AustraliaGoogle133−22%+18%+144%
BrazilGoogle202+12%+182%+409%
CanadaGoogle126+24%−22%+170%
ChinaGoogle110−1%+6%+4%
FranceWikipedia in French178+32%+60%+217%
GermanyGoogle + Wikipedia in German113+28%−3%+54%
IndiaGoogle175−12%+42%+396%
ItalyGoogle + Wikipedia in Italian155+49%+2%+159%
JapanGoogle + Wikipedia in Japanese131+6%+38%+61%
South KoreaGoogle160+108%+26%+95%
MexicoGoogle187+15%+45%+678%
RussiaWikipedia in Russian124−15%+43%+75%
South AfricaGoogle161+23%+132%+712%
TürkiyeGoogle159+29%+46%+156%
United KingdomGoogle158+52%+29%+217%
United StatesGoogle + Wikipedia in English284+131%+226%+422%

Relation to each scenario

A trend relates to a scenario when it changes how likely the scenario is, how hard it lands, or is itself sharply changed by it. Each score is the median of three scores given separately by the members of the model panel.

RelationScenarioFamily
5 · Very highCritical trade divides into rival blocs S01Economic and trade
4 · HighA great-power agreement lowers economic security barriers S13 ↗Geopolitical and security
0 · Not relatedA global funding seizure reaches sovereign balance sheets S02Economic and trade
0 · Not relatedA regional war closes a globally important sea route S03Geopolitical and security
0 · Not relatedHybrid coercion ends in an infrastructure blackout S04Geopolitical and security
0 · Not relatedA disputed transfer of power breaks effective government S05Geopolitical and security
0 · Not relatedTwo breadbasket failures trigger a food availability crisis S06Energy, climate and resources
0 · Not relatedA major disaster disables the national economic core S07Energy, climate and resources
0 · Not relatedAn AI deployment step causes abrupt labour displacement S08Technology and infrastructure
0 · Not relatedA cryptographic breakthrough invalidates digital trust S09Technology and infrastructure
0 · Not relatedA novel respiratory pathogen exceeds health surge capacity S10Health
0 · Not relatedA creditor agreement releases fiscal capacity S11 ↗Economic and trade
0 · Not relatedA cross-regional market access compact redirects investment S12 ↗Economic and trade
0 · Not relatedA verified Middle East settlement restores access S14 ↗Geopolitical and security
0 · Not relatedCheap firm clean power becomes available at scale S15 ↗Energy, climate and resources
0 · Not relatedA validated farming package raises water-efficient output S16 ↗Energy, climate and resources
0 · Not relatedAI-directed research produces a reproducible discovery step S17 ↗Technology and infrastructure
0 · Not relatedA public service platform reaches inclusive operation S18 ↗Technology and infrastructure
0 · Not relatedAffordable preventive treatments reduce chronic illness S19 ↗Health
0 · Not relatedA live outbreak proves rapid distributed pandemic defence S20 ↗Health

Similarity = 0.3 × shared tags (Jaccard) + 0.3 × likeness of scenario profiles (cosine) + 0.3 × likeness of names and descriptions (TF-IDF cosine) + 0.1 if in the same capability domain, cut into seven levels at 0.12, 0.22, 0.33, 0.45, 0.58, 0.72. Shown at Moderate and above.

SimilarityTrendThemeRank
5 · Very highAI chips & accelerator supplyAI, compute & quantum111
4 · HighAdvanced semiconductorsAI, compute & quantum165
3 · ModerateIndustrial policy competitionTrade, industry & supply chains26
3 · ModerateExport controls & economic coercionTrade, industry & supply chains34
3 · ModerateTrade & investment fragmentationTrade, industry & supply chains37
3 · ModerateManufacturing overcapacityTrade, industry & supply chains51
3 · ModerateTariff barrier normalisationTrade, industry & supply chains58
3 · ModerateCritical input supplier concentrationTrade, industry & supply chains74
3 · ModerateDigital sovereignty & data localisationAI, compute & quantum121
3 · ModerateAdvanced materialsTrade, industry & supply chains215