Topics & People

The US state where TSMC is building its massive new semiconductor plant. It is cited as an example of the re-industrialization happening in America.

Taiwan Semiconductor Manufacturing Company, the world's leading dedicated independent semiconductor foundry.

The strategic initiative to relocate advanced semiconductor manufacturing facilities to the United States to enhance supply chain security and technological leadership.

An American multinational semiconductor company that faced steep market selloffs.

The CEO of AMD, described as a 'total warrior' for making a 'bet the farm' decision on the deal with OpenAI to challenge Nvidia's market dominance.

An aggressive economic strategy used by China, involving heavy government subsidies and market manipulation to dominate strategic industries like rare earths, effectively driving out international competition.

AI systems that understand and interact with the physical world, representing a $50 trillion industry.

A key US-based rare earth company operating the Mountain Pass mine, which is part of the American effort to rebuild its domestic supply chain for these critical minerals with government support.

Founder and CEO of MP Materials, a company he transformed from a bankrupt entity into the sole US supplier and refiner of rare earth materials.

Department of Defense, involved in military procurement and AI deployment.

Pratt's strategy of working with anonymous billionaires and private capital to rebuild Los Angeles structures.

The traditional hub for tech talent, whose compensation models are being applied by Saronic to industrial workers.