What makes a supply chain resilient?
https://www.openvariable.com/research/paths/supply-chains

OPEN VARIABLE. A factory is only one link in a resilient supply chain. 2026-10-28. https://www.openvariable.com/research/supply-chain-resilience-after-the-factory

OPEN VARIABLE. A chip sale is not yet working capacity. 2026-10-17. https://www.openvariable.com/research/chip-revenue-and-usable-capacity

OPEN VARIABLE. The AI revenue ladder has missing rungs. 2026-09-07. Updated 2026-09-12. https://www.openvariable.com/research/revenue-is-not-utilization

OPEN VARIABLE. Before the percentage, find the denominator. 2026-09-07. Updated 2026-09-08. https://www.openvariable.com/research/denominator-note

OPEN VARIABLE. Where a semiconductor supply chain is vulnerable. 2026-09-08. https://www.openvariable.com/research-guides/semiconductor-supply-chains

Mapping the semiconductor value chain. 2025-06-24. OECD. https://www.oecd.org/en/publications/mapping-the-semiconductor-value-chain_4154cdbf-en.html

2024 State of the U.S. Semiconductor Industry. 2024. Semiconductor Industry Association. https://www.semiconductors.org/2024-state-of-the-u-s-semiconductor-industry/

Energy Technology Perspectives 2024. 2024. IEA. https://www.iea.org/reports/energy-technology-perspectives-2024

Financial Results for Second Quarter Fiscal 2027. 2026-08-26. NVIDIA. https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2027

TSMC second-quarter 2026 results (SEC exhibit). 2026-07-16. TSMC / SEC EDGAR. https://www.sec.gov/Archives/edgar/data/1046179/000104617926000451/a2q26e_withguidancexfinal.htm

Queued Up: 2026 Edition. 2026-05. Lawrence Berkeley National Laboratory. https://eta.lbl.gov/publications/queued-2026-edition-characteristics

TSMC Reports Third Quarter EPS of NT$29.43. 2026-10-15. TSMC. https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-10/526b65af7305df2dde6b9ece6812b1fdf1e49f9b/3Q26%20EarningsRelease.pdf

Energy Technology Supply Chains in Southeast Asia. 2026-10-26. International Energy Agency. https://www.iea.org/reports/energy-technology-supply-chains-in-southeast-asia