Read-only — Curated Demo
Curated Demo · Strategic · 2020 – 2030
The Silicon Lattice
How a handful of foundries, design houses, and state actors built — and now contest — the global semiconductor stack that powers every modern industry.
Factions
TSMC
Leading-edge foundry
Taiwanese fab producing the world's most advanced chips at sub-3nm.
ASML
EUV monopoly
Dutch maker of extreme-ultraviolet lithography machines required for advanced nodes.
Nvidia
AI accelerator design
Designs the GPUs that anchor modern AI compute and commands the developer ecosystem.
United States
Export-control state
Uses chip export controls and CHIPS Act subsidies as geopolitical levers.
Timeline
2020
TSMC pulls ahead at 5nm
Apple A14 ships, signaling TSMC's decisive node lead.
2022
US export controls on advanced chips
Sweeping restrictions on advanced GPUs and EUV tools to China.
2023
Nvidia H100 boom
Generative AI demand turns Nvidia into the most valuable chip company.
2025
CHIPS Act fabs come online
Onshoring begins to reshape supply geometry.
Scenarios
What if Taiwan loses fab capacity for 6 months?
- ↳ Compute: AI training capacity collapses in Q1.
- ↳ Markets: Hyperscaler capex revised down sharply.
- ↳ Geopolitics: US-China escalation pressure spikes.
What if ASML licenses EUV more broadly?
- ↳ Supply: Node parity within 24 months.
- ↳ Pricing: Wafer costs decline 15–20%.