The Silicon Shield / Silicon Trap [UPDATED]
Report #48 — Taiwan Contingency Architecture
TSMC: 70.4% global foundry share (Q3 2025), 92% of sub-7nm. $122.4 billion revenue (2025, +36% YoY). HPC = 58% of revenue.
Also in The Containment Arc
SK Hynix / Chey Tae-wonHBM Monopoly — The Genesis Mission’s Single Point Samsung / Lee Jae-yongThe Chaebol Prototype — 20% of Korean GDPThe Demographic CliffLeading Indicator — The 2040 Population CollapseThe PLA Architecture & Tripwire Alliance [NEW]Report #48 — A2/AD vs Denial DefenseIndonesia — The Nickel GiantCritical Minerals — Containment Arc’s Paradoxical