Map the intricate web of global technology supply chains that power the digital economy. From rare earth minerals to EUV lithography machines, understand the geopolitical dependencies, chokepoints, and power dynamics that shape our technological future.
Explore the foundations of control in technology supply chains. Understand rare earth elements, silicon production, chemical materials, and the concentration of refining capabilities.
Analyze the critical bottlenecks in semiconductor equipment manufacturing. Learn why ASML's EUV monopoly matters and how equipment concentration creates geopolitical leverage.
Understand why Taiwan's semiconductor dominance is called "the most important place on Earth." Explore TSMC's manufacturing leadership and its geopolitical implications.
Examine how nations compete for technological independence. Analyze export controls, industrial policies, and the race for self-sufficiency in critical technologies.