New Strategies in the Chip War: How the U.S. Government ‘Holds the Wolf by the Ears’

New Strategies in the Chip War: How the U.S. Government 'Holds the Wolf by the Ears'

The U.S. government has officially become the largest shareholder of Intel by converting subsidies into equity. Intel, facing technological lag and financial pressure, was forced to accept this arrangement in exchange for much-needed financial support. This move has raised concerns in the industry, as other chip companies receiving U.S. subsidies may face similar ‘equity swap’ … Read more

The 3-Nanometer Chip Crisis: How China Fights Back with Rare Earths and Quantum Technology Amid Japan’s Supply Cut of Photoresists

The 3-Nanometer Chip Crisis: How China Fights Back with Rare Earths and Quantum Technology Amid Japan's Supply Cut of Photoresists

A silent technological war On April 3, 2025, a ban from the Japanese government shook the global semiconductor industry—export controls on EUV (Extreme Ultraviolet) photoresists to China. This seemingly ordinary chemical material actually chokes the throat of China’s 3-nanometer chip manufacturing. As I pored over the financial reports of Japan’s JSR Corporation late at night, … Read more