I spent 10+ years in Supply chain and sourcing across the US, India, the Middle East, and Africa. Now I'm writing about what I learned.
Silicon & Steel the hidden chain behind chips and supply.
Founder - siliconandsteel.co
The Nexperia Fiasco: How the World's Most Boring Chipmaker Halted Car Plants on Three Continents
Nexperia makes the few-cent diodes and transistors in every car. It is Dutch-built, Chinese-owned and China-packaged, and in late 2025 all three jurisdictions grabbed it at once. The lesson isn't about chips. It's about who owns your supplier.
The CoWoS Ceiling: TSMC Has a Packaging Monopoly Inside Its Logic Monopoly, And the Fix Is 36 Months Away
CoWoS-L is the single most constrained resource in the AI hardware supply chain through at least Q4 2027. Every GPU vendor sourcing it from TSMC is allocation-constrained, and the expansion cycle is 36 months from committed investment to qualified production.
