Sector Intelligence
REAL-TIME INTEL
Semiconductor Command
Deep-dive intel on the world's most critical supply chain. From photolithography to next-gen AI silicon.
Novai Analyst Note
Silicon is the primary theater of operations in the war for compute supremacy. As lithography approaches physical limits at 2nm and below, the fight moves to advanced packaging and photonics. Chips are not just components; they are national security assets.
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