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Intel's 18A process node is the most ambitious foundry bet in semiconductor history. With $8.5B in CHIPS Act funding, RibbonFET transistors, and Microsoft as a confirmed customer, can Intel actually challenge TSMC — and why does it matter for AI hardware and US chip independence?
Japan's Rapidus, TSMC Dresden, Intel Germany, and Samsung Texas are all racing to establish leading-edge semiconductor manufacturing outside Taiwan. Here is the state of each programme, the strategic stakes, and what it means for AI hardware supply chains.
PLA military planning around a 2027 decisive capability date has put TSMC at the centre of every AI hardware risk discussion. This post explains the military context, TSMC's role, the Arizona hedge, and what developers and enterprises should plan for in 2026.