I worked in a semiconductor facility as a systems engineer for a few years. I would have a hard time believing that global logistics management is fundamentally more complex than what happens in just one of the factories responsible for producing a modern HPC chip.

The material handling systems are a sight to behold. Most may not be aware, but automation rates of 95% and beyond are feasible in these facilities. Many times, a lot can be moved through the entire manufacturing process without a single human touching or even looking at it. The amount of code and engineering around the material handling system is a mind boggling expanse of complexity. When million dollar product is flying around at 30+mph overhead on robots, you tend to take your time and do it right.

Add on top of this the same time domain concerns you have in global logistics, but with far more acute consequences. It's probably ~OK if a cargo ship is 15 minutes late to port. If lots miss a special process timeout by the same duration, you are potentially looking at millions of dollars in scrap. These intervals can be as short as 30 minutes. Imagine trying to schedule high priority lots through special tools, intermixing with unrelated (but also urgent) manufacturing nodes, while also allowing for preventative and break-fix maintenance on these same tools.

By far, the most complex parts of these semiconductor manufacturing operations are the business rules for the overall manufacturing environment, followed closely by the IT infrastructure required to tie together tens of thousands of hyper-complex technology systems. You better believe this is the one time it 100% makes sense to use pub/sub messaging.

Oh and don't forget about all the HF acid, ultrapure water, EUV lasers, hyper-scale cleanrooms, exotic power distribution systems, et. al.