Tech Decoupling Two Years On: Following the Capital, Not the Announcements
Supply chain restructuring has moved from a policy story to a balance sheet story. The useful question is no longer whether decoupling…
Jul 15, 2026
Semiconductor Supply Chains: Resilience Gains and Remaining Vulnerabilities
Post-pandemic supply chain restructuring, CHIPS Act investment, and geopolitical pressure have reshaped semiconductor production geography. We assess where resilience has genuinely improved…
May 20, 2026Jonathan Hartley
AI Infrastructure Investment: Separating Signal from Cycle
Hyperscaler capex on AI infrastructure has reached historic levels. We examine whether current investment levels are sustainable, which segments of the AI…
May 6, 2026Mei Chen