AI in Semiconductors

🏆 17.1% of U.S. electronic component manufacturing is concentrated in just three California counties — Orange, Santa Clara, and Los Angeles — according to ALEX Intelligence’s new data report, published September 15, 2026. This level of concentration creates unmatched innovation density but also systemic risk. The U.S. semiconductor industry is not just growing — it’s becoming more geographically fragile. How do we build resilience without sacrificing the advantages of clustering? Share of America's Electronic Component Works by Top Counties (ALEX Intelligence — 2026) #1 Orange County, California #2 Santa Clara County, California #3 Los Angeles County, California #4 San Diego County, California #5 Middlesex County, Massachusetts #6 Suffolk County, New York #7 Cook County, Illinois #8 Alameda County, California #9 Dallas County, Texas #10 Maricopa County, Arizona Source: https://alex-companies.com/data/2026-09-15-ai-semis-conc-334419-county 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.