US-CN bifurcation, EU Chips Act phase 2, sovereign-AI.
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Advanced GPUs (H100, B200, MI300) are a strategic resource in 2026: national allocation, export controls, sovereign-AI clouds. The EU Chips Act enters its implementation phase. The TSMC/ASML concentration remains the supply chain's existential risk. In olivLaw, semiconductor news reaches Intel Hub and Cyber Daily; the chain's market series (TSMC, ASML) are not in the platform yet.