
The Semiconductor Industry Is Having an Identity Crisis—And That's Actually Good News
The Semiconductor Industry Is Having an Identity Crisis—And That’s Actually Good News The semiconductor sector is at a bizarre inflection point. We’re witnessing simultaneous booms in AI chips, geopolitical fragmentation, record capital expenditure, and genuine technological breakthroughs—yet the industry still can’t decide what it actually wants to be. That’s not a bug. It’s the feature that’s going to define the next decade. Let me explain what’s really happening beneath the headlines. ...








