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The 2nm Race Is Already Over — And the Loser Is the Customer

Leading-edge foundry is now a one-and-a-half-supplier market: TSMC dominant, Samsung a credible second source for the first time since 14nm, Intel selling capacity it can't yet yield profitably.

The Permanent Premium: Why Geopolitical Risk Is Now a Line Item, Not a Headline

Two-plus years of Red Sea attacks and critical-mineral chokeholds have repriced supply chains. The 2026 question is not whether risk reverses — it's how much higher it goes from here.

The Vietnam Loophole Is Closing: Inside the 40% Transshipment Crackdown

Qui tam economics now mirror healthcare fraud — a competitor's compliance officer can collect 15–30% of recoveries — and USTR's July 24 deadline turns thin China-plus-one paperwork into nine-figure liability.

The LFP Vise: How Beijing Weaponized a $4,800/Ton Cathode Market

Three choices on the table — license Chinese tech, vertically integrate and eat the margin, or exit LFP for high-nickel — and one of them is wrong for your company.

Blackwell Ultra to Rubin: The 14-Month Window That Decides 2027 Capex

Buying more GB300 in late 2026 is a worse decision than buying less and waiting for Rubin — and the contract terms you sign before September define your cost-per-token through 2028.

Silicon & Steel

Featured Stories

Latest Stories

The 2nm Race Is Already Over — And the Loser Is the Customer

The Permanent Premium: Why Geopolitical Risk Is Now a Line Item, Not a Headline

The Vietnam Loophole Is Closing: Inside the 40% Transshipment Crackdown

The LFP Vise: How Beijing Weaponized a $4,800/Ton Cathode Market

Blackwell Ultra to Rubin: The 14-Month Window That Decides 2027 Capex

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