#trade policy

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A market-share chart on a bright wall showing two labelled regions' lines crossing, with a third, unlabelled region's line quietly rising in the background, a hand-free pointer caught indicating the third line rather than the two crossing ones

AI Hardware & Semiconductors

The Trade Deal That Was Supposed to Save US Chips. It Didn't — But It Also Didn't Do What Anyone Expected.

The US won the protection it asked for. American DRAM makers never came back. What actually happened next is a stranger, more interesting story than "protectionism failed."

By Brecht Corbeel · August 10, 2026 · 4 min read

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