Advanced Packaging
AI
Geopolitics
AMD’s $10B Taiwan Bet Exposes the Reshoring Illusion
While Washington funds domestic chip capacity, AMD doubles down on the island supply chain that industrial policy promised to reduce.
Geopolitics
Technology
Taiwan’s Packaging Monopoly Is the Real AI Chokepoint
Nvidia has locked up majority capacity at TSMC's advanced packaging facilities through 2026, exposing a critical blind spot in US industrial policy and revealing that chip assembly—not fabrication—now limits AI deployment.
AI
Markets
Ruthenium Supply Shock: AI Chip Shortage Exposes Critical Bottleneck in Semiconductor Metals
Price surge to $1,750 per ounce reveals physical constraint on AI infrastructure as geopolitical concentration and specialty metal demand collide at 2nm node.