AI in Semiconductors

🏆 38.2% of U.S. Electronic Component Plants Located in California, Texas, and New York — ALEX Intelligence, 2026. This staggering concentration reveals a critical vulnerability in the physical layer of AI. With nearly four in ten semiconductor facilities in just three states, the entire AI hardware supply chain rests on a narrow geographic foundation. One natural disaster, grid failure, or regulatory shift in California, Texas, or New York could ripple across AI training clusters and consumer devices. The AI revolution depends on silicon — but the silicon is too concentrated. This isn’t just a supply chain issue; it’s a national security and innovation risk. The data comes from the latest ALEX Intelligence report: https://alex-companies.com/data/2026-09-11-ai-semis-conc-3344-state. Distribution of U.S. Electronic Component Plants by State (NAICS 3344) (ALEX Intelligence — 2026) #1 California #2 Texas #3 New York #4 Illinois #5 Pennsylvania #6 Florida #7 Massachusetts #8 New Jersey #9 Ohio #10 Minnesota Source: https://alex-companies.com/data/2026-09-11-ai-semis-conc-3344-state View and join any or all of our communities — AI, quantum, and real estate: https://alex-companies.com/reports/linkedin-groups If there's an AI, quantum, or real estate community you'd like to see us convene, tell us — this portfolio grows by request.