All stories tagged geopolitics on The Silicon Valley News.
As AI data centers shift toward optical interconnects and advanced nodes, China's control over critical rare earths erbium and yttrium poses a severe threat to hardware scaling.
Samsung Foundry has reportedly raised contract prices by up to 15 percent on its mature and advanced nodes, signaling tight capacity and a shifting geopolitical landscape for fabless designers.
Geopolitical volatility and resource concentration continue to threaten semiconductor production, highlighting the urgent need for supply chain diversification beyond current regional dependencies.