semiconductor chips

ChatGPT generated panoramic image of an artistic infographic showing shifting global chip alliances, highlighting trade flows between the U.S., EU, and China

Could American Tariffs Hand China A Semiconductor Advantage?

Imagine a future scenario unfolding through 2025, where global semiconductor alliances—long carefully coordinated by the United States—begin to fracture dramatically. This speculative future doesn’t hinge on new technological breakthroughs or sudden security crises, but instead arises from political and economic miscalculations by an increasingly isolated and confrontational United States. The … [continued]

ChatGPT generated panoramic image of a map of global mineral supply chains with red and blue trade routes emanating from China

The Great Realignment: What Global Investors Must Know About China in 2025

The world is in the middle of a structural reset—one where global capital can no longer pretend geopolitics, climate, and industrial policy are background noise. From liquefied gas to lithium, from advanced chips to artificial intelligence, the foundations of the global economy are now strategic terrain. It’s in this moment—when … [continued]

Suniva will start manufacturing its monocrystalline silicon solar cells in Georgia later this year (photo cropped, courtesy of Suniva).

More US Solar Manufacturing Incentivized By Biden–Harris White House

The US is in the midst of a manufacturing revival like the country has never seen. A strong portfolio of policies from the Inflation Reduction Act of 2022, the CHIPS and Science Act of 2022 (CHIPS), and the Bipartisan Infrastructure Law has stimulated a huge manufacturing boom related to electric … [continued]

NASA astronaut and Expedition 65 Flight Engineer Megan McArthur works in the Microgravity Science Glovebox swapping samples for an experiment called Solidification Using a Baffle in Sealed Ampoules, or SUBSA. The physics investigation explores experimental methods of crystallizing melts in microgravity and is expected to result in reduced fluid motion in the melt, leading to better distribution of subcomponents and the potential for improved technology used in producing semiconductor crystals. Image courtesy of NASA

U.S. DOE Seeks Input to Dramatically Increase Energy Efficiency of Semiconductor Applications

The U.S. Department of Energy’s (DOE’s) Advanced Materials and Manufacturing Technologies Office (AMMTO) released a request for information (RFI) to solicit feedback from stakeholders on the Energy Efficiency Scaling for Two Decades (EES2) Initiative and the draft EES2 Research and Development (R&D) Roadmap that accompanies this RFI. The roadmap outlines the technology R&D needed … [continued]