Semiconductor

Japan’s Semiconductor Lag Exposes a Two-Speed Global Market

Japan is investing billions to rebuild its semiconductor industry, aiming to bolster global supply chain resilience and reclaim a leading position. Yet, a report from Nikkei Asia reveals a surprising paradox: only three of seven new chip plants built or acquired in fiscal years 2023 and 2024 have begun mass
Japan’s Semiconductor Lag Exposes a Two-Speed Global Market

Why ASML and TSMC Are the Chokepoints in Global Chipmaking

The explosion in artificial intelligence capabilities, particularly since the advent of large language models, is driving unprecedented demand for advanced computing power. But this power relies on physical chips — trillions of transistors packed onto silicon wafers. The manufacturing of these semiconductors is incredibly complex, and concentrated among a few key
Why ASML and TSMC Are the Chokepoints in Global Chipmaking