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Why only a few foundries make the leading-edge chips
Leading-edge chip manufacturing has collapsed to a handful of companies, in practice one clear leader and two challengers. The reasons are structural: staggering cost, an unforgiving learning curve, and a feedback loop that punishes falling behind. Here is how it works.
Ahmad J · Jul 31, 2026 · 8 min read
What a Nanometer Process Node Really Means
The number on a process node, 7nm, 3nm, now 2nm, is a marketing label, not a measurement of anything physical on the chip. Here is what it actually tracks, and the metrics that describe a chip honestly.
Ahmad J · Jul 31, 2026 · 9 min read
TSMC's Pricing Power: How One Foundry Sets the Cost of Every Advanced Chip
TSMC sells wafers, not chips, and prices them by process node. Here is how one foundry's leading-edge grip puts a floor under the cost of every advanced phone chip, GPU, and AI accelerator, why switching is nearly impossible, and where the toll actually lands.
Ahmad J · Jul 30, 2026 · 10 min read
The Foundry Moat Moved to the Package
For twenty years the chip moat was the transistor. Since 2018 it has moved to the package: whoever runs the CoWoS, SoIC, and Foveros line decides whether an AI accelerator ships at volume. An interactive research edition.
Ahmad J · Jul 27, 2026 · 5 min read