Theme: Multipolar Supply

SUPPLY LENS: "China Plus One" strategy, reshoring CAPEX, and tech localization ROI.

Theme arc — one forensic question, files in slate order.

SUPPLY LENS: "China Plus One" strategy, reshoring CAPEX, and tech localization ROI.

Wing: Brief

1. Foxconn / TSMC

S01E107 · coming · sched 12 Oct 2026

2. Intel / Samsung

S01E110 · coming · sched 14 Oct 2026

3. ABB

S01E113 · coming · sched 16 Oct 2026

Also collected under Theme: Multipolar Supply · chronological home stays the release feed.