Semiconductors
The 2nm Schism: AI Surges and Automotive Stumbles Drive Semiconductor Volatility in 2026
The semiconductor industry has entered 2026 in a state of "High-Stakes Paradox," where historic revenue peaks driven by a $650 billion artificial intelligence infrastructure buildout are being tempered by acute supply chain chokepoints and a widening divide between high-performance computing and the struggling automotive sector. As of February