CHIPS Act

The Role of Geopolitics in Technology: How Trade Wars and Tariffs are Shaping the Tech Supply Chain

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A stylized, glowing image of an advanced semiconductor wafer being held by two giant robotic arms labeled USA and China

Efficiency vs. Resilience: The Great Tech Supply Chain Rewiring and Its $500 Billion Cost   The technology industry, once a beacon of frictionless globalization and relentless cost-optimization, now finds itself at the epicenter of a geopolitical storm. Trade Wars and Tariffs are no longer abstract policy tools; they are the primary forces driving the most … Read more

Global Semiconductor Foundry Landscape: TSMC, Samsung, and Intel’s 2nm Node Strategy Update

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Global Semiconductor Foundry Landscape- Visualization of the 2nm node race between TSMC, Samsung, and Intel strategies

1. Introduction: The Geopolitics and Physics of the 2-Nanometer Frontier   The semiconductor industry is entering the “Angstrom Era,” defined by the migration to 2nm-class process nodes (20A, 18A, N2). This transition is not merely an incremental step; it represents the largest architectural shift in transistor design since the move from planar transistors to FinFETs … Read more