Supply Chain

2 pieces tagged Supply Chain.

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A Record $403 Billion Quarter — And Nobody Made More Chips

On 6 August the Semiconductor Industry Association reported the biggest quarter the chip business has ever had: $403.3 billion in Q2 2026, up 35.1% on Q1, with June alone at $134.5 billion — 123.6% above June last year. The part that got almost no coverage is what did *not* happen.

07 Aug 20261:54tip inside

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The Most Important Monopoly in AI Just Cracked (It's Not Nvidia)

A $200B deal just cracked the most important monopoly in tech — and it's not Nvidia. It's the company that MAKES Nvidia's chips: TSMC, which quietly builds ~70% of the world's advanced AI silicon and, for years, had no real rival.

31 Jul 20262:29tip inside