The Silicon Moat: Why Non-Tech Giants are Designing Their Own Semiconductors in 2026
The Great Vertical Shift For decades, the division of labor in the global economy was clear: semiconductor companies designed chips, and everyone else bought them. Whether you were an automaker, a logistics firm, or a healthcare provider, you chose from a catalog of “off-the-shelf” components. In 2026, that boundary has dissolved. Today, companies like John Deere, Volkswagen, and major retail chains are […]
