#semiconductor strategy

1. Global Trigger: The Macro Shift The global economic narrative is being forcefully dominated by scarcity, specifically within the high-bandwidth memory (HBM/DRAM) sector. MWC 2026 confirmed that while AI advancement drives unprecedented component demand, the resulting memory cost inflation is now directly threatening consumer electronics markets. The industry is seeing price increases of up to…

1. Global Trigger: The Macro Shift The global technological landscape is hardening into distinct geopolitical blocs centered around AI supremacy. China’s aggressive push for tech independence, evidenced by their rubber-stamped five-year plan focusing on domestic breakthroughs, signals an immediate bifurcation of supply chains. This dualism is amplified by the US strategy, demonstrated by the…