The semiconductor industry’s rapid evolution reflects both technological ambition and geopolitical friction. TSMC’s aggressive roadmap—including A14 in 2028 and advanced packaging expansions—signals confidence in overcoming physics-based limits, but the lack of clarity around node numbering raises questions about marketing versus actual innovation. The U.S. MATCH Act’s progression underscores the weaponization of supply chains, with China’s access to EUV equipment becoming a flashpoint. Meanwhil...