Atlantic Drift
Analysis of the growing divergence between US and EU technology policies, trade relations, and regulatory approaches.
S&S
Forensic Technopolitics
Semiconductor Supply ChainsAtlantic DriftDeep Dive
South Korea's DRAM and NAND fabs face a structural capacity squeeze by 2027. Forensic analysis of HBM reallocation, EUV bottlenecks, and supply chain response s
S&S
Forensic Technopolitics
US TechnopoliticsAtlantic DriftSignal
- Trump's administration is weaponizing tariffs against allies (100% on Canada) while demanding digital concessions from the EU...
US TechnopoliticsAtlantic DriftSignal
- The White House has unveiled several AI initiatives including FDA AI deployment, a National Policy Framework, and the Genesis Mission - consolidatin...
S&S
Forensic Technopolitics
Atlantic DriftUS TechnopoliticsSignal
The Long View from the Edge