Where the math is defensible.
Long-form research on live enterprise decisions. Publication is selective. Every number traces to a named source. No takes without evidence.
Korean chipmakers in 2026: Samsung and SK Hynix between US export controls and China demand
Korea's twin giants face a structural squeeze in 2026 as Washington tightens advanced compute controls while Beijing remains their largest single market and Texas and Indiana fabs come online.
Korea sits at the center of the 2026 semiconductor trade map. Samsung and SK Hynix together produce roughly 60 percent of the world's DRAM and 45 percent of NAND, while SK Hynix dominates HBM3e shipments to Nvidia. They also operate large memory fabs inside China that depend on Validated End User authorizations from the US Bureau of Indus...
Veldhoven Under the Microscope: ASML, Lithography Export Controls, and the 2026 Inflection
How Dutch licensing rules, EUV scarcity, and DUV exposure to China reshape the equipment supply chain through 2028.
ASML enters 2026 as the single most strategically constrained company in the global semiconductor supply chain. Its monopoly on extreme ultraviolet lithography, combined with Dutch and allied export controls layered since 2023, has converted a commercial backlog into a geopolitical instrument. This brief decomposes the Veldhoven order boo...