Search: AI chips & geopolitics

The Middle East Conflict Is Brewing a Chip & Memory Supply Chain Disaster That Could Derail the AI Buildout

… Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes e.g., 2nm process , the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure from NVIDIA, AMD and Intel. …

Mar 9, 2026 · Muhammad Zuhair

Middle East Conflict Could Trigger a 'Black Swan' For Chips, Pushing the Industry Into a Period That Could Be Devastating for AI

… Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes e.g., 2nm process , the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure from NVIDIA, AMD and Intel. …

Mar 22, 2026 · Muhammad Zuhair

Intel Is the "Insurance Policy" For Every US Fabless Chip Firms Like Apple, NVIDIA & AMD Against Supply Risks Around TSMC, Says Renowned Analyst

… Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes e.g., 2nm process , the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure from NVIDIA, AMD and Intel. …

Oct 4, 2025 · Muhammad Zuhair

TSMC's Arizona Fabs Are So Overbooked That Customers Are Already Reserving Capacity That Hasn't Even Been Built Yet

… Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes e.g., 2nm process , the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure from NVIDIA, AMD and Intel. …

Mar 23, 2026 · Muhammad Zuhair

TSMC Is Set to Talk About the Biggest Risk It Faces with Chip Production Right Now; One That Could Derail the AI Frenzy

… A report by Taiwan's UDN discusses how the Taiwan chip giant will address the influence of geopolitics on its operations, and whether supply chain 'turbulences' could affect its output numbers. …

Apr 6, 2026 · Muhammad Zuhair

NVIDIA Looks to Intel’s 18A/14A Process and EMIB Packaging for Next-Gen Feynman AI Chips, Signaling a Major Foundry Shift Beyond TSMC

… Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes e.g., 2nm process , the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure from NVIDIA, AMD and Intel. …

Jan 28, 2026 · Muhammad Zuhair

Intel’s Advanced Packaging Is Getting the Attention It Needs From AI Customers, With EMIB Gaining Ground Against TSMC’s CoWoS

… Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes e.g., 2nm process , the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure from NVIDIA, AMD and Intel. …

Apr 6, 2026 · Muhammad Zuhair

Elon Musk's Plans for the 'World's Largest' Chip Fab Will Be Unveiled Next Week, to End Reliance on Foreign Foundries

… Elon Musk Intends to Have a TeraFab That Produces 'Hundreds of Billions' Chips Per Year, But Probably Without a Cleanroom The semiconductor industry is witnessing some of its 'intense-ever' timelines amid the AI frenzy, as demand for chips is so immense that it is imposing constraints on customers … …

Mar 14, 2026 · Muhammad Zuhair

TSMC’s Chipmaking Edge Is So Strong That Competitors Are Fighting to Work with Its Supply Chain Partners, Viewing Them as a Winning Bet

… Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes e.g., 2nm process , the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure from NVIDIA, AMD and Intel. …

Apr 9, 2026 · Muhammad Zuhair

China’s Chip Industry Depends on One Key Piece of Equipment from ASML, and the U.S. Is Now Moving to Ban It

… Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes e.g., 2nm process , the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure from NVIDIA, AMD and Intel. …

Apr 12, 2026 · Muhammad Zuhair

Followed topics

The Middle East Conflict Is Brewing a Chip & Memory Supply Chain Disaster That Could Derail the AI Buildout

Middle East Conflict Could Trigger a 'Black Swan' For Chips, Pushing the Industry Into a Period That Could Be Devastating for AI

Intel Is the "Insurance Policy" For Every US Fabless Chip Firms Like Apple, NVIDIA & AMD Against Supply Risks Around TSMC, Says Renowned Analyst

TSMC's Arizona Fabs Are So Overbooked That Customers Are Already Reserving Capacity That Hasn't Even Been Built Yet

TSMC Is Set to Talk About the Biggest Risk It Faces with Chip Production Right Now; One That Could Derail the AI Frenzy

NVIDIA Looks to Intel’s 18A/14A Process and EMIB Packaging for Next-Gen Feynman AI Chips, Signaling a Major Foundry Shift Beyond TSMC

Intel’s Advanced Packaging Is Getting the Attention It Needs From AI Customers, With EMIB Gaining Ground Against TSMC’s CoWoS

Elon Musk's Plans for the 'World's Largest' Chip Fab Will Be Unveiled Next Week, to End Reliance on Foreign Foundries

TSMC’s Chipmaking Edge Is So Strong That Competitors Are Fighting to Work with Its Supply Chain Partners, Viewing Them as a Winning Bet

China’s Chip Industry Depends on One Key Piece of Equipment from ASML, and the U.S. Is Now Moving to Ban It