The same story is playing out three times right now. Capital and policy are racing to lock down the physical building blocks of electronics: the materials, the memory, and the manufacturing. Read together, they tell you where our industry's next constraints, and next advantages, are being decided.

Kevin O'Hanlon examines oil volatility, U.S. AI export ambitions, and the FCC router ban, and asks: Can American policy outpace American manufacturing?

In the first installment of the “Five Questions With…” series, Sydney Xiao discusses the rise of AI infrastructure, supply chain transformation, workforce challenges, and the investments electronics companies need to remain competitive in the years ahead.