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Remarkable semiconductor leadership suggests that the dominant market narrative has shifted from geopolitics to AI. Thank you, Captain Obvious? 💬1 🔄4 🤍28 📊2383 📎 Mark Ungewittermark_ungewitter Apr 23 Frontier chips are produced in Taiwan by TSMC and designed in the US by Nvidia, AMD, Qualcomm, etc, and China is unable to buy from TSMC or U.S. firms since the 2018 semiconductor embargo. Perplexity Finance (@PPLXfinance) - Posts - Financial news for the curious. Real-time financial market data powered by @perplexity_ai Computer | X (formerly Twitter) After the 1973 oil embargo, G7 nations built strategic petroleum reserves and coordinated release mechanisms through the IEA. In March 2026, the IEA released 400 million barrels of oil to stabilize markets. anita kolleeny (@investor1927) - Posts - No investment advice offered. A perusal of my favorites from the fintwit community. | X (formerly Twitter) Global Markets Investor is a financial research platform covering global markets and economies. Founded by a Wall Street equity and macro research professional. Trump's tit-for-tat embargo will only add to the danger.It's also what's not getting IN that's a problem, for our allies, at least.Food isn't getting in, other products and equipment needed to sustain life for the ppl of the region, and as important: revenue is severely constrained. Remember when semiconductor shortages crippled auto production during the pandemic? Or how bandwidth constraints throttled the early internet? Today, in the world of artificial intelligence (AI), we're witnessing a similar pivot. For years, the race was all about securing NVIDIA's GPUs. Abhishek Bhardwaj (@erachnid) - Posts - Techie: AI & Data Science, Analytics, Cloud Computing, Architecture. Gamer / Reads: Defence, Geo-Pol. | X (formerly Twitter) I just finished this history of the most important semiconductor equipment company in the world, as translated from the Dutch original (and lurking in the background might be a better way). Reminder: ASML builds 100% of the world’s extreme ultraviolet (EUV) lithography machines, without which cutting edge chips are simply impossible to make.

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