Semiconductor Supply Chain & Technology Export Controls

Chip supply-chain concentration and vulnerabilities, foundry and material dependencies, technology export controls, enforcement, and tech decoupling between major powers.

Inside Amazon's AI Chip Supply Chain: Bottlenecks, Bets, and the Battle for Compute

How custom silicon, HBM shortages, and TSMC dependency shape the hyperscaler's strategy amid a historic infrastructure buildout.

By KAPUALabs

/ 5 Jul 2026

Inside Amazon's AI Chip Supply Chain: Bottlenecks, Bets, and the Battle for Compute

The New Geopolitics: How Great-Power Rivalry Is Redrawing Amazon's Tech Supply Lines

Trade wars, semiconductor dependency, and digital sovereignty are forcing a strategic recalibration for the tech giant.

By KAPUALabs

/ 9 Jun 2026

The New Geopolitics: How Great-Power Rivalry Is Redrawing Amazon's Tech Supply Lines

40-Month Lead Times: The Hidden Cost of Geopolitical Tension for AWS

Amazon's cloud expansion faces unprecedented hardware delays as semiconductor and power equipment shortages mount.

By KAPUALabs

/ 9 Jun 2026