Global computing supply chains are easier to monitor than nuclear supply chains because so few companies make the key equipment.

Added to korrents 20 Sept 2026 · How quotes work · Something wrong? Tell us

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• A country's dominance in an irreplaceable industry can deter a dependent rival from attacking it while making a dependent ally more likely to come to its defense. JPJoseph Politano5 Mar 2026semiconductors
• A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it. LTLip-Bu Tan18 Jun 2026semiconductors
• A homebuilt accelerator forces you to be your own operator; Nvidia systems are designed for anyone to operate, which is why they are in every cloud. JHJensen Huang15 Apr 2026semiconductors
• A semiconductor fab costs what it costs because it is a mass-production factory that has to hold atomic precision around the clock. BPBrian Potter3 May 2024semiconductors
• A semiconductor fab is mostly its tools; the building around them is the cheap part. BPBrian Potter3 May 2024semiconductors

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