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Peter Zeihan: The Semiconductor Frontier

Thought Leader: Peter Zeihan
November 13, 2025
Source: Zeihan on Geopolitics

We’ve discussed how essential semiconductors are in our increasingly technological world, so here’s an update on ASML’s new High-NA EUV lithography machines.

ASML already builds the most advanced chipmaking tools, but these new models could enable chip designs at 1 nanometer or even smaller. Intel is betting on this new technology and could have mass manufacturing by the end of the decade, which would change the competitive landscape with TSMC. SK Hynix is similarly prepping new tech for these memory chips, which could give it the leg up on Samsung.

If it works, that is.

Peter Zeihan is a geopolitical strategist, which is a fancy way of saying he helps people understand how the world works. He combines an expert understanding of demography, economics, energy, politics, technology, and security to help clients best prepare for an uncertain future.

Peter is also a New York Times best-selling author whose first three books — The Accidental Superpower, The Absent Superpower and Disunited Nations — have been recommended by Mitt Romney, Fareed Zakaria, and Ian Bremmer. Peter’s fourth book, The End of the World is Just the Beginning: Mapping the Collapse of Globalization, was published in June 2022 and was a New York Times bestseller.

With a keen eye toward what will drive tomorrow’s headlines, his irreverent approach transforms topics that are normally dense and heavy into accessible, relevant takeaways for audiences of all types. Contact WWSG to host Peter Zeihan.

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