Semiconductors
How did the high costs, culture clash, and myriad regulations in Arizona win out over Japanese discipline, captive customers, and state-led coordination?
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May 1, 2026
“Messy” US Chip Fab Outperforms Japan’s Textbook Model
How did the high costs, culture clash, and myriad regulations in Arizona win out over Japanese discipline, captive customers, and state-led coordination?
April 28, 2026
AI Transforms the Chip Industry
The old semiconductor licensing model no longer suffices to power AI’s ferocious appetite.
March 26, 2026
Strange Chip Cousins: Vietnam and Ireland
No one country can control the entire semiconductor industry. Even minnows such as Vietnam and Ireland play a crucial role.
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.