Europe may never dominate chip manufacturing by volume, but at a few critical chokepoints it remains impossible to replace –...
Global efforts to diversify advanced chip production may make supply chains safer while weakening the strategic protection Taiwan derives from...
The CHIPS Act was designed to strengthen US semiconductor manufacturing, yet the market rewarded fabless companies....
AI access is now a geopolitical risk investors cannot ignore....
Europe’s defense shift puts AI scaleups at the center of investor attention....
Cheap attacks, costly defense: modern warfare is becoming a financing problem....