Monitored theme · Infrastructure
Semiconductor Sovereignty and Geopolitics
Monitored since January 2018 · 67 temporal technology analyses
TAIME Score over the years
Yearly average of the TAIME Score across published temporal technology analyses. Only years with data for this theme are shown.
Latest TAIME Score
79/100
in the September 2026 analysis
| Year | TAIME Score | Analyses |
|---|---|---|
| 2018 | 74 | 5 |
| 2019 | 69 | 8 |
| 2020 | 71 | 13 |
| 2021 | 77 | 16 |
| 2022 | 77 | 14 |
| 2023 | 79 | 8 |
| 2026 | 80 | 9 |
From the latest analysis · September 2026
AI Chip Landscape Fractures as AMD, Alibaba, and ARM Challenge Nvidia's Dominance
The AI semiconductor market is undergoing a structural realignment that most technology leaders are still treating as a procurement question rather than a strategic one.
The full analysis of this theme is in the TAIME archive
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