The Chemicals Powering the Chip Industry
We cover:
How the Iran War has exposed vulnerabilities in the semiconductor industry’s chemical supply chains.
The chemistry behind chip manufacturing — why advanced semiconductors depend on toxic, explosive, and highly reactive chemicals and why some are purified to levels measured in parts per trillion.
How China went from virtually no semiconductor-gas industry to the ability to supply almost every critical chipmaking gas in just fifteen years.
America’s CHIPS Act versus China’s Big Fund — why building fabs domestically is easier than building the chemical ecosystem beneath them, and why…
The skinny
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