Semiconductors
British-born ARM’s processor designs power more than 99% of the world’s smart phones. The success inspires UK innovators.
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March 9, 2026
UK Semiconductors: Searching For the Next ARM
British-born ARM’s processor designs power more than 99% of the world’s smart phones. The success inspires UK innovators.
March 5, 2026
US Chips and China: A Confusing Cocktail
Washington is easing cutting-edge chip export licenses to China — though the Supreme Court now limits substituting tariffs.
February 18, 2026
Europe Doubles Down on Semiconductor Strengths
The US and Asia depend on Europe for key chipmaking technology.
February 9, 2026
US Export Controls Boomerang
American policy long has involved magical and wishful thinking, combined with hubris.
February 3, 2026
Korea Rivals Taiwan in Chip Prowess
Korea holds key positions in cutting-edge memory chips crucial for powering artificial intelligence, smartphones, and data centers.
December 15, 2025
Japanese Chips: A Model for Countering China
While Tokyo no longer dominates global chipmaking, it has forged a path to reduce dependence on China and make itself indispensable.
November 24, 2025
Nexperia: China Puts Dutch in Check
The Netherlands moved to place Chinese-owned Nexperia chipmaker under state supervision. China retaliated, and the Dutch backed down.
November 12, 2025
A Sleeping Semiconductor Giant Awakes: India
Billions of investments are pouring into the country, creating a chip manufacturing alternative for the US and Europe.
September 2, 2025
What the US-EU $40 Billion Chip Deal Means
The transatlantic trade deal promises $40 billion in European purchases of American artificial intelligence chips. Significant gaps remain.