semiconductors
Lessons
The Looming Taiwan Crisis, Part 1: The Gamble
Silicon Valley built its dominance on efficiency, but the structure of the semiconductor supply chain reveals how strategic risk accumulates quietly inside highly optimized systems.
Trending
All In on Chips: Taiwan Raises the Stakes in Trump Trade Deal
Taiwan has agreed to a major expansion of U.S. chip manufacturing and supply chain investment in exchange for tariff relief, marking one of the most consequential semiconductor policy shifts of the Trump administration.
Trending
Intel Deal Marks a Rare State Intervention, Part 2
By taking an equity stake in Intel, Washington has revealed just how vulnerable America’s semiconductor strategy has become, and how far behind the country’s most famous chipmaker has fallen.
Trending
Intel Deal Marks a Rare State Intervention, Part 1
The U.S. government’s purchase of a $8.9 billion stake in Intel is being hailed in Washington as a bold show of industrial policy, but it raises questions about how far the state will go to support failing corporate champions.
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