Tag: semiconductors
All the articles with the tag "semiconductors".
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From Sand to Stargate: The CPU and GPU Chip Supply Chain, Silicon to Silicon Wafers and Beyond
An end-to-end research survey of the CPU and GPU chip supply chain in 2026 — from a single Appalachian quartz mine and Ukrainian neon plants up through 300mm wafers, EUV scanners, leading-edge foundries, HBM/DRAM/NAND, advanced packaging, design and EDA, ATE, the geopolitics of CHIPS Acts and export controls, and the hyperscaler demand wave that is now consuming most of it. With 130+ primary references — SEC filings, government reports, SEMI/SEMI Europe data, Yole/TrendForce/SemiAnalysis/CSIS, and company disclosures.
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Cold War 2.0: Why It Probably Ends Without a Hot War — and Who Gets Rich on the Way
A historical analogy: the US-China rivalry rhymes with the original Cold War in ways that go far beyond the obvious. Espionage on defense contractors, proxy conflicts through Iran, semiconductors as the new uranium, and ASML as the chokepoint nobody can replicate. The thesis I'm trying to defend: this ends without a hot war, and the defense-industrial complex on both sides is the long-term beneficiary, just as it was from 1947 to 1991. With references from Politico, Bloomberg, The Economist, CSIS, RAND, CFR, CNAS, SemiAnalysis, MIT Technology Review, the Quincy Institute, War on the Rocks, the Stimson Center, and Chris Miller's Chip War.