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Nvidia stacked three defenses across capital, policy and product in 72 hours — and in the same window China's domestic AI chip stack reached IPO-readiness
The textbook says the memory cycle fixes itself: shortage lifts prices, profits fund new fabs, supply floods back, prices fall. The first three steps are happening right now — capex just hit a record. The fourth isn't. This is a column about why the loop's last link looks broken, written by someone who isn't sure yet.
Micron's $100B New York megafab and Intel's Ohio campus now share one construction manager — and the US fab timeline just narrowed to a single EPC's scheduling sheet
Samsung Electro-Mechanics opens a ₩1.5T front in silicon capacitors against Murata. Taiwan's Everlight and Episil win SiC/optocoupler sockets at Delta. Shin-Etsu doubles down on rare-earth refining. China's tungsten curbs squeeze every Japan-bound AI wafer.