Latest posts
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India Advances a Larger Semiconductor Push With Reported $13 Billion ISM 2.0 Outlay
India has reportedly cleared a proposed $13 billion outlay for ISM 2.0 at the committee level, but Cabinet approval is still pending. The bigger question is whether this becomes a real ecosystem strategy for semiconductors across Asia.
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Rebuilding Japan’s Semiconductor Materials Empire: How Capital Is Reshaping the AI Supply Chain
Japan’s semiconductor materials sector is becoming a critical power center in the AI chip supply chain. Advanced chips depend on photoresists, substrates, slurries, and specialty chemicals that are extremely difficult to replace. As capital, regulation, and national security policy reshape Japan’s materials industry, this quiet supplier layer is becoming a strategic chokepoint.