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CHIP SUPPLY CHAIN

Reporting on the CHIPS Act implementation, semiconductor supply chain risk, fab investment and U.S.-China technology trade policy.
102 ARTICLES
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LATEST  ·  CHIP SUPPLY CHAIN
MAY 2 2026
9 MIN READ
Semiconductor Foundry Capacity: IoT, AI, and Supply Chain Constraints
Global foundry capacity splits along a fault line: AI demand has absorbed leading-edge nodes while legacy 28nm-and-above tiers — the substrate for most IoT and automotive chips — recover from a structural shortage that exposed a decade of underinvestment.
APR 18 2026
10 MIN READ
CHIPS Act: $52B Semiconductor Investment, Fab Buildout, and Export Controls
The CHIPS and Science Act (Pub.L. 117-167) appropriates $52.7 billion for domestic semiconductor manufacturing and R&D. Commerce has issued over $33 billion in direct manufacturing awards to TSMC, Intel, Samsung, Micron, and others. BIS export controls under 15 C.F.R. Parts 730-774 restrict advanced chip technology transfers to China.