Posts tagged #Export Controls

Semiconductors

The Silicon Squeeze: How TSMC's 2nm Yields and Blackwell Bans Fractured the $1 Trillion Chip Market

In August 2026, the semiconductor industry crossed the $1 trillion revenue threshold while fracturin...

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Semiconductors

The Silicon Toll Bridge: Five Signals the Chip Industry Stopped Competing and Started Collecting

TSMC's $64B capex raise, Intel's $15B dilutive offering and doubling DRAM prices confirm the semicon...

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Artificial Intelligence

Trump Administration Lifts Export Controls on Anthropic's Claude Fable 5 and Mythos 5 After Cybersecurity Safeguards Implemented

The Trump administration has lifted export controls on Anthropic's Claude Fable 5 and Mythos 5 AI mo...

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