Everyone worries about who mines critical minerals. The real single point of failure is who refines them — and China controls around 90% of rare earth processing and 98% of
In poker, a “tell” is the involuntary signal a player gives off about the strength of their hand. The trick is not to listen to what they say, but to
Lean inventory is dead, but stockpiling everything is capital suicide. Steve Carr sets out a risk-based framework for right-sizing buffer stock in 2026 — segmenting by criticality, lead time and
There is a calculation most boards quietly avoid. Not because the numbers are hard to find, but because the answer is uncomfortable. If you build, sell, or depend on anything
Every so often a single number reframes an entire industry. This month it arrived courtesy of Foxconn chairman Young Liu, who told a business association in Taiwan that building a
The global technology sector faces an uncomfortable reality: the components that power everything from smartphones and semiconductors to fighter jets and electric vehicles are overwhelmingly controlled by one nation. China’s
The global technology industry once operated on a simple assumption: the best product wins. Whoever built the fastest chip, the most capable AI model, or the most reliable network infrastructure
Abstract: Semiconductor companies are entering a policy-driven cycle where export controls, subsidies, and geopolitical fragmentation increasingly shape where chips can be built, sold, and supported. This article lays out 10 concrete moves — from PER dashboards and policy-cliff planning to manufacturing optionality and compliance-by-design — to reduce political exposure while protecting shipping continuity, flexibility, and growth.
Geopolitics Is rewiring demand, supply, and the logic of the semiconductor industry cycle. What comes next and how should the semiconductor industry respond to the evolving system?
GeoTechNexus
A focused newsletter for decision-makers tracking supply-chain exposure, geopolitical shifts, and technology-risk developments.
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