Inside the quiet restructuring of global semiconductor supply chains: how TSMC, Samsung, and Intel’s subsidy race is creating three separate technological civilisations

AI Briefing

• – Global semiconductor industry is fragmenting into three distinct technological civilisations, driven by TSMC, Samsung, and Intel's subsidy race.
• – This fragmentation threatens to erode supply chain resilience and create new geopolitical tensions.
• – The shift will have significant implications for corporate strategy, talent pipelines, and the future of technology.