India Semiconductor MissionIndia's Semicon 2.0 Isn't Building More Fabs. It's Building the Industry Behind the Fabs.With commercial production underway at Micron and Kaynes, India's semiconductor policy is making a deliberate shift toward the harder problem: owning the supply chain that feeds the fabs.India Semiconductor MissionSemicon 2.0Chip Design PolicyMicron IndiaTheo·Jun 12, 2026·5 min readRead the story
02Intel Foundry ServicesGoogle Just Bet Three Million TPUs on Intel Foundry. Here's Why That's the Signal Everyone Missed.Intel FoundryGoogle TPUNvidiaAdvanced PackagingTheo·Jun 12, 2026·5 min readRead the story