The Chip Boom Has Found Its Breaking Point
The global semiconductor sell-off is not simply another correction in an expensive sector. It is the moment when two assumptions that sustained the artificial-intelligence boom...
Tag: semiconductor
The AI Bubble Meets Reality
For nearly two years, investors have treated artificial intelligence as a one-way trade. Every announcement of a new data centre, every increase in computing capacity...
Trump’s America Buys 10% of Intel: Free Market, Meet State Capitalism
President Donald Trump has sealed a deal, handing the US government a near-10% stake in Intel, in what can only be described as a creative...
Trump’s Tariff Roulette: A High-Stakes Gamble with Global Trade
Donald Trump is at it again, threatening to impose sweeping 25% tariffs on automobile, semiconductor, and pharmaceutical imports, with a formal announcement as early as...
Western Tech in Russian Missiles: A Supply Chain of Convenience and Denial
The unrelenting flow of American technology into Russian military systems highlights a glaring contradiction in the West’s sanctioning narrative. Despite sweeping measures designed to cut...