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deep tech Semiconductor Engineering September 10, 2026

From Silicon To Systems: Redefining Competitive Advantage, Part 2

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The semiconductor industry was built on globalization. For decades, the industry optimized around one core principle: build wherever the ecosystem is best. That means you design in one country, manufacture in another country, package it somewhere else, and then you ship globally around the world. That model created one of the most efficient innovation engines in human history. But in recent years, the conversation has started to change. Today, companies and countries alike are asking different q

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