The supply chain powering the intelligence
Apr 28, 2026
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3 min read
TSMC delayed its A16 node from late 2026 to 2027 at its tech symposium, revealing that even the world's most advanced fab cannot keep pace with hyperscaler appetite—and signaling margin pressure ahead.
Apr 24, 2026
2 min read
As AI servers surge, power IC shortages eclipse compute—and metrology tool delays expose fragile fab qualification timelines across Taiwan, Korea, and the U.S.
Apr 21, 2026
As hyperscalers commit $350B+ annually to AI buildout, Middle East energy disruptions and semiconductor supply chain fragmentation are forcing a reckoning with the true cost of decentralized compute.
Apr 18, 2026
4 min read
A free resource for investors, semiconductor analysts, energy market participants, and data center operators.
Apr 16, 2026
1 min read
Data center power demand is reshaping semiconductor capex, geopolitical oil shocks are spiking miner energy costs, and regulatory resistance is hardening across U.S. states.
Apr 14, 2026
As data center electricity demand surges 220% by 2030 and the Hormuz blockade pushes oil above $100/barrel, energy constraints—not semiconductor scarcity—are becoming the binding constraint on AI expansion.
