Geopolitical context
Semiconductors & Geopolitics
GPU economics, fabs, lithography, supply chains, and the physical limits of compute.Editorial category
Semiconductors & Geopolitics
Semiconductors & Geopolitics
TSMC's Overseas Expansion Is Rewriting Taiwan's Invisible Chip Shield
This article places TSMC's overseas factory expansion within the long-term geopolitical context of Taiwan's semiconductor industry. By comparing academic and industry analyses on the weakening of the 'silicon shield,' blockade vulnerabilities, supply chain relocation costs, and energy risks, it explains how overseas capacity reshapes Taiwan’s strategic position and highlights key variables still lacking confirmation.
Semiconductors & Geopolitics
How Shenzhen Turned a 1-Meter Stall Into a Prototype Machine
This article connects Shenzhen’s Huoqiangbei to the broader hardware supply-chain story in China: the role of SEZ policy, the rise of SEG’s electronics market, the “1-meter counter” as an extreme retail unit, and the later shift from gray-market copying toward.