Semiconductor Supply Chains
Coverage of Semiconductor Supply Chains in the Nexus archive.
- US must act quickly to counter China’s growing tech progress, lawmakers told
US lawmakers were told that China poses an existential threat, urging the US to slow China's technological momentum and accelerate its own advancements. Strategies include expanding the Silicon Shield initiative to remove China from semiconductor supply chains and other critical technologies.
- AI spending boom accelerates as Big Tech pours trillions into infrastructure
AI-driven capital spending is accelerating, with Big Tech investing heavily in data centers, chips, and infrastructure. JPMorgan projects global AI-related capital expenditures to reach $5.5 trillion by 2030, while Qualcomm aims for $15 billion in annual data center revenue by 2029, and Micron reported a 346% quarterly revenue surge.
- The Chain of Peace: Do Supply Chain Chokepoints Deter War?
ASML, based in the Netherlands, is the sole manufacturer of extreme ultraviolet lithography machines critical for advanced semiconductor production. These machines are essential for foundries like Taiwan Semiconductor Manufacturing Company (TSMC), and their strategic importance may influence deterrence dynamics in the Indo-Pacific.
- China Says US Export Bills Risk Disrupting Chip Supply Chains
China warns that U.S. export bills could destabilize global semiconductor supply chains. The article highlights concerns over potential disruptions in chip production and trade.