Subsidy programmes on three continents have pulled forward capacity decisions that would normally take a decade.
New fabs solve volume, not leading-edge process expertise. Talent remains the scarcest input.
Regional redundancy is expensive, and hardware buyers should plan for structurally higher component prices.
Lena Fischer reports on semiconductors, manufacturing and industrial policy.
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TechnologyLatency-sensitive workloads are pushing computation back toward the user, and the cloud's centralised model is quietly being rebuilt around the edge.
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