SITUATION EXPLAINED: What is the most overlooked part of the AI supply chain? We asked @UnderSecE Jacob Helberg, Under Secretary of State for Economic Affairs. "One of the parts of the supply chain that really doesn't get enough attention is actually normal manufacturing." "There's been a lot of attention on semiconductor fabs and on minerals. There hasn't been enough attention on who's manufacturing normal components, whether it's screws or encasings for cell phones or actuators." "A lot of the times the manufacturers are the same. It is really electronics manufacturers that have expertise with manufacturing consumer electronics." "That is actually something that we have been quite focused on. It really is the genesis of our effort to establish an economic security zone, in partnership with the Philippines, which we're very excited about and is progressing quite well."