If data is the new gold, then semiconductors are the picks and shovels of the digital age.
From smartphones to satellites, every piece of modern life runs on tiny slabs of silicon—and global power is increasingly defined by who controls them.

In 2025, the chip war has become geopolitical. The US, Taiwan, China, South Korea, and the Netherlands are locked in a high-stakes race for dominance.
Companies like TSMC, ASML, and Samsung are no longer just corporations—they’re strategic assets.

The EUV lithography machines built by ASML are so complex that only a handful exist worldwide. China, still restricted from acquiring them, is investing billions to develop domestic alternatives.
Meanwhile, AI chip demand has exploded as generative models require exponentially more compute power. NVIDIA’s revenue surged past $100 billion, turning GPUs into modern-day oil barrels.

But this dependence comes with fragility. Earthquakes in Taiwan or trade sanctions can ripple through global supply chains, halting production of everything from electric cars to missiles.

The future of technology, it seems, won’t just be decided by innovation—but by who can print the smallest transistor first.