Inside the New Chip Wars

A new map of silicon
The geography of advanced chip manufacturing is shifting. New fabs in Arizona, Dresden, and Kumamoto are coming online, while the leading edge tightens around a handful of companies and governments willing to subsidize them.
Why it matters
Compute is the new oil — and like oil, where it is refined matters as much as where it is consumed. Expect tighter export controls, more vertical integration, and a generation of startups built around access, not algorithms.


