#global-supply-chain

TSMC semiconductor fabrication plant under construction in Arizona.

TSMC's $165B Arizona Bet: From Cold Call to Chip Giant

What began as an unsolicited call in 2013 has blossomed into TSMC's colossal $165 billion investment in Arizona. It's a seismic shift in global chip manufacturing strategy.

7 min read 4 days, 1 hour ago

An artistic rendering of a constellation of low Earth orbit satellites in space, with Earth visible below.

Geopolitics & Supply Chain

Taiwan's Component Makers: New Space Race or Old Squeeze?

Low Earth orbit satellites are igniting a seismic shift in global supply chains. Taiwan's component makers are on the front lines, but is this a golden ticket or a tightrope walk?

5 min read 2 weeks, 6 days ago