AI & Semiconductors
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Investors are shifting AI bets from U.S. platforms to Asian suppliers
November 2, 2026 -
U.S. is turning helium supply into a national security priority
October 26, 2026 -
AI power race is moving beyond the grid toward on-site generation
October 26, 2026 -
TSMC is turning to equipment redesign to reduce China’s rare-earth leverage
October 23, 2026 -
U.S. semiconductor policy is moving beyond chips into power and materials
October 23, 2026 -
Germany bets industrial AI to revive its manufacturing competitiveness
October 21, 2026 -
Taiwan’s export boom is becoming a bet on the AI investment cycle
October 20, 2026 -
Global financial risks are shifting from China to AI and Western debt
October 20, 2026 -
Japan is financing U.S. chip revival while rebuilding its own
October 20, 2026 -
Taiwan’s AI chip restrictions are deepening its alignment with Washington
October 19, 2026