Doomscroll News

Tag: manufacturing

  • State of the Fab: Navigating the AI Boom, Geopolitical Tectonics, and the New Era of Semiconductor Manufacturing

    State of the Fab: Navigating the AI Boom, Geopolitical Tectonics, and the New Era of Semiconductor Manufacturing

    Executive Summary

    The global semiconductor industry is undergoing a profound transformation. An unprecedented AI-fueled demand cycle is generating record profits and driving a worldwide fab-building race. This boom is intensified by geopolitical competition and national industrial policies like the U.S. CHIPS Act.

    Foundry titans TSMC, Samsung, and Intel are locked in a strategic battle for dominance in the Angstrom era. Meanwhile, innovation is shifting from traditional scaling to advanced packaging and novel materials. This report analyzes these key market forces, corporate strategies, and technological shifts. It provides a strategic outlook on the future of semiconductor manufacturing.

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  • Knauff Power: Tariffs + Trump Gold Card = America’s Double Whammy

    Can the President act decisively on the Gold Card? The precedent set in Knauff v. Shaughnessy (1950) suggests yes. The Supreme Court recognized an “inherent executive power” over immigration matters tied to foreign affairs and national sovereignty. While Congress typically legislates in this area, Knauff indicates the President possesses authority, especially when national security – including economic security – is at stake. Attracting billions in investment for critical technologies certainly qualifies. This inherent authority provides a pathway to implement the Gold Card program swiftly, complementing the national security objectives of the tariffs.

    America needs more than just a nudge to reclaim its industrial dominance and secure its future. We need a powerful, two-fisted approach: the strategic pressure of tariffs combined with the magnetic pull of high-value investment. It’s time for the “Double Whammy” – leveraging both Section 232 tariffs AND President Trump’s proposed “Gold Card” program to bring jobs, capital, and cutting-edge innovation roaring back to American soil.

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