Semiconductor Supply Chain and Geopolitical Risks

Examines semiconductor supply chain vulnerabilities including material shortages, foundry concentration, geopolitical tensions, export controls, and their impact on production, costs, and competitive dynamics.

Semiconductor Supply Chain Risks: Alphabet's Exposure to Fragmentation

A comprehensive analysis of how geopolitical decoupling and manufacturing concentration threaten Alphabet's AI infrastructure scaling plans

By KAPUALabs

/ 6 May 2026

Semiconductor Supply Chain Risks: Alphabet's Exposure to Fragmentation

Alphabet's Taiwan Dilemma: The Geopolitical Risk Inside AI

A strategic assessment of how TSMC's near-monopoly on advanced chips exposes Alphabet's AI ambitions to cascading geopolitical threats.

By KAPUALabs

/ 5 May 2026

Alphabet's Taiwan Dilemma: The Geopolitical Risk Inside AI

ASML's EUV Monopoly: The Strategic Chokepoint in AI Chip Manufacturing

How one Dutch company's sole control over extreme ultraviolet lithography shapes the entire AI semiconductor supply chain.

By KAPUALabs

/ 4 May 2026

ASML's EUV Monopoly: The Strategic Chokepoint in AI Chip Manufacturing

The Semiconductor Supply Chain: A Definitive Strategic Analysis

Examining geographic concentration, Intel's 18A credibility gap, and China's substitution strategy through Alphabet's lens.

By KAPUALabs

/ 4 May 2026