# Computers and electronics: Chokepoints and risks

Assemblers turning chips and displays into phones, PCs, servers and consumer devices

Source page: https://www.materialinsights.org/industries/computers_electronics/risks/

#### Chokepoints and risks

- Chips and memory are the gating input: three DRAM makers with about 92% of revenue^[6](https://evertiq.com/design/2025-11-26-global-dram-revenue-jumps-309-in-3q25) and one leading-edge foundry set supply for the whole industry.
- China still dominates component and sub-assembly supply, and rare-earth magnet and mineral export controls can halt lines elsewhere.
- Assembly margins are thin; India's electronics output of ₹11.3 lakh crore rests heavily on imported components^[4](https://theprint.in/economy/govt-clears-31-electronics-component-projects-worth-rs-7877-cr-investments-in-5-rounds-top-rs-69000-cr/3017582/)^,^[5](https://static.pib.gov.in/WriteReadData/specificdocs/documents/2025/oct/doc20251027678301.pdf).
- Tariff and trade-policy swings (US-China, US-India) can move assembly between countries within a year.

## Other sections

- [Overview](https://www.materialinsights.org/industries/computers_electronics/index.md)
- [Where ₹100 goes](https://www.materialinsights.org/industries/computers_electronics/cost-mix/index.md)
- [Price links with suppliers](https://www.materialinsights.org/industries/computers_electronics/price-links/index.md)
- [Example story](https://www.materialinsights.org/industries/computers_electronics/story/index.md)
- [Linked industries](https://www.materialinsights.org/industries/computers_electronics/linked-industries/index.md)
- [Value chain](https://www.materialinsights.org/industries/computers_electronics/value-chain/index.md)
- [Materials drawn on](https://www.materialinsights.org/industries/computers_electronics/materials/index.md)
- [Sources](https://www.materialinsights.org/industries/computers_electronics/sources/index.md)