Tag: geopolitics
-
Computing’s Single Point of Failure: Why the Semiconductor Supply Chain Is Tied to a Few Places on the Map
Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice. The 30-second version What. The ultimate bottleneck for AI and computing is neither chip performance (physics) nor capital (economics), but a geopolitical structure in which advanced logic, EUV lithography, HBM, and upstream materials…
Uthando Nethemba 