Tag: supply-chain
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The Semiconductor Shortage Was a Dress Rehearsal. The Real Crisis Is Coming.
The 2021 chip shortage revealed civilization's dependence on Taiwan's semiconductor fabs. A Taiwan Strait conflict would be categorically more devastating.
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The Country That Holds the AI Supply Chain Hostage
ASML and the Netherlands hold extraordinary leverage over the global semiconductor supply chain. How a small country accidentally acquired geopolitical power it never wanted.