Technology Sovereignty Forecast Keeps Chip Supply Chains in Focus

A Forrester forecast covered by EE Times Asia says countries are making only gradual progress toward greater control over critical technologies. The assessment includes semiconductor production, data-center capacity, AI investment, software, cloud, and rare-earth processing among the areas shaping sovereignty scores. For memory markets, the article is a strategic supply-chain signal rather than a near-term pricing event. Concentrated chip supply chains and national policy programs can influence where future semiconductor capacity is built, but the available report does not identify a specific DRAM, NAND, or HBM capacity change.