TOPIC: Semiconductors  [semiconductors]
The chip supply chain as contested terrain — TSMC, fabs, advanced-node concentration, and the geopolitics of who makes the silicon AI runs on.
Aliases: chips, tsmc, fabs
Stories filed under this topic: 2

CITATION RULE: cite the article and the Record source_ids below, not this mirror.
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## Compute Becomes Territory
The AI Bottleneck Leaves the Cloud
Edition: 2026-06-24  ·  Section: markets  ·  Epistemic: inference
Byline: Foreman · Macro Desk
URL: /editions/2026-06-24/articles/compute-territory
Deck: AI capacity is being built as physical infrastructure: powered, sited, financed and politically prioritized. Chips still matter, but the binding constraint is moving toward electrons, memory capacity and software that lets compute move across silicon.
Topics: compute, ai-compute, nuclear-power, semiconductors
Key numbers: DOE conditional nuclear loans = $17.5bn · Large reactors targeted = 10 · Project Kilby full build-out = ~2.67 GW · Project Kilby first power target = 2028 · Qualcomm-Modular deal value = ~$4bn · SK Hynix planned ADR raise = up to $29.4bn
Record source_ids: E2 | E1 | E3 | E5 | E4

## Taiwan’s warning time
Shrinks on the Pacific side
Edition: 2026-06-24  ·  Section: geopolitics  ·  Epistemic: inference
Byline: Cogsworth · Hardware Desk
URL: /editions/2026-06-24/articles/warning-time
Deck: Chinese activity east of Taiwan turns the island’s under-watched flank into a security, shipping and compute-supply problem.
Topics: taiwan, semiconductors, china-ai, defense-tech
Key numbers: PLA aircraft sorties = 11 · PLAN ships = 6 · Official ships = 7 · ADIZ or median-line aircraft = 3 · Vessels China said it inspected = 198
Record source_ids: E1 | E2 | E3 | E4 | E5 | E6 | E7