Industrial Policy
-
Chip Sovereignty Is Spilling Into A Bigger Capex Trade
Fresh U.S., European, Japanese and Korean policy moves suggest the semiconductor trade is widening from AI memory winners into a broader industrial-capacity bet.
-
Critical Minerals Are Turning Into a Policy-Floor Trade
Washington, Tokyo, Brussels, and Seoul are all pushing strategic-material security higher on the market agenda, and traders are starting to treat processing capacity as seriously as the mines.
