Business
2 analysis pieces
BusinessThe Semiconductor Geopolitics
Semiconductors have become the most strategic technology of the 21st century. Taiwan produces over 90 percent of the worlds most advanced chips. The US CHIPS Act committed 52 billion dollars to domestic chip manufacturing. The EU passed its own Chips Act with 43 billion euros. South Korea and Japan are investing tens of billions. China is racing to develop self-sufficiency despite US export controls on advanced equipment. Chip supply chains are being reshaped by geopolitics more than economics.
BusinessCryptocurrency Matures After Roller Coaster
After the 2022 collapse of FTX and multiple lending platforms, cryptocurrency entered a regulatory reckoning. Bitcoin ETFs were approved in the US in 2024, bringing institutional capital into the market. Ethereum completed its transition to proof-of-stake, reducing energy consumption by 99.95 percent. Stablecoins are being regulated as financial instruments. The technology continues to evolve, with applications in payments, identity, and decentralized computing, but speculative trading still dominates market activity.