The Silicon Substrate Alliance: How the 2nm Export Ban Just Bifurcated the Global Compute Economy
The US and Japan's execution of the "Silicon Substrate Alliance" bans 2nm GAA equipment and EDA expo...
Read more →Articles related to Geopolitics.
The US and Japan's execution of the "Silicon Substrate Alliance" bans 2nm GAA equipment and EDA expo...
Read more →The Qwen-3 open-weights release breaks the monopoly on high-performance AI, driving a geopolitical b...
Read more →TSMC's exclusive capture of Nvidia's Rubin contract and the U.S. ban on GAAFET-optimized EDA tools h...
Read more →The European Commission's first major AI Act penalty against a US foundation model provider signals ...
Read more →The enactment of the Advanced Packaging and Substrate Export Framework (APSEF) by the US, Dutch, and...
Read more →The US and EU have ratified the Compute Telemetry and Liability Framework, mandating strict oversigh...
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