# sources

node_name: Social Security Trust Fund Depletion Cliff
created_at: 2026-04-11 06:51:23
url:
https://247wallst.com/investing/2026/03/13/the-social-security-oasi-fund-now-has-a-2032-depletion-date-and-baby-boomers-should-pay-attention/

title:
247wallst.com: The social security oasi fund now has a 2032 depletion date and baby boomers should pay attention


title: stlouisfed.org: Shaking the third rail reforming social security
node_name: Third Rail Electoral Lock
created_at: 2026-04-11 06:51:23
url:
https://www.stlouisfed.org/publications/regional-economist/october-1996/shaking-the-third-rail-reforming-social-security


title: cnbc.com: Asml 2025 outlook shows us chip export curbs impacting china sales
node_name: Compute Governance Chokepoint
created_at: 2026-04-11 06:51:23
url:
https://www.cnbc.com/2024/10/16/asml-2025-outlook-shows-us-chip-export-curbs-impacting-china-sales.html


title: markets.financialcontent.com: Tokenring 2025 12 24 silicon sovereignty tsmc arizona hits 92 yield
node_name: CHIPS Act Geographic Diversification
created_at: 2026-04-11 06:51:23
url:
https://markets.financialcontent.com/wral/article/tokenring-2025-12-24-silicon-sovereignty-tsmc-arizona-hits-92-yield


title: cbpp.org: Trump administration doge activities risk ssa operations and security of
node_name: DOGE SSA Operational Attrition
created_at: 2026-04-11 06:51:23
url:
https://www.cbpp.org/research/social-security/trump-administration-doge-activities-risk-ssa-operations-and-security-of


node_name: DOGE SSA Operational Attrition
created_at: 2026-04-11 06:51:23
url:
https://fortune.com/2025/04/01/elon-musk-doge-social-security-benefits-cut-breaking-technology-former-white-house-official/

title:
fortune.com: Elon musk doge social security benefits cut breaking technology former white house official


title: siepr.stanford.edu: How raise social security retirement age while protecting poor
node_name: Means-Testing Universality Trap
created_at: 2026-04-11 06:51:23
url:
https://siepr.stanford.edu/publications/policy-brief/how-raise-social-security-retirement-age-while-protecting-poor


title: appleinsider.com: Tsmcs us factory shows the limits of reshoring tariffs and corporate welfare
node_name: Reshoring Paradox
created_at: 2026-04-11 06:51:23
url:
https://appleinsider.com/articles/25/05/19/tsmcs-us-factory-shows-the-limits-of-reshoring-tariffs-and-corporate-welfare


node_name: China DUV Serviceability Cliff
created_at: 2026-04-11 06:51:23
url:
https://www.trendforce.com/news/2024/08/30/news-asml-might-not-be-able-to-provide-advanced-chipmaking-maintenance-services-to-china

title:
trendforce.com: News asml might not be able to provide advanced chipmaking maintenance services to china


node_name: Huawei CloudMatrix System Compensation Strategy
created_at: 2026-04-11 06:51:23
url:
https://www.notebookcheck.net/CloudMatrix-384-Huawei-s-384-chip-AI-cluster-challenges-Nvidia-amid-US-export-curbs.1069155.0.html

title:
notebookcheck.net: CloudMatrix 384 Huawei s 384 chip AI cluster challenges Nvidia amid US export curbs.1069155.0


node_name: CXMT Domestic HBM Bypass
created_at: 2026-04-11 06:51:23
url:
https://www.tomshardware.com/pc-components/dram/chinese-semiconductor-industry-gears-up-for-domestic-hbm3-production-by-the-end-of-2026

title:
tomshardware.com: Chinese semiconductor industry gears up for domestic hbm3 production by the end of 2026


title: tomshardware.com: Chinese memory maker gets dollar24 billion to build hbm for ai processors
node_name: CXMT Domestic HBM Bypass
created_at: 2026-04-11 06:51:23
url:
https://www.tomshardware.com/pc-components/dram/chinese-memory-maker-gets-dollar24-billion-to-build-hbm-for-ai-processors


title: spglobal.com: China automotive industry semiconductor supply chain
node_name: China EV Sector Domestic Chip Mandate
created_at: 2026-04-11 06:51:23
url:
https://www.spglobal.com/automotive-insights/en/blogs/2025/09/china-automotive-industry-semiconductor-supply-chain


title: Brookings: What growing life expectancy gaps mean for the promise of social security
node_name: Life Expectancy Divergence Trap
created_at: 2026-04-11 06:51:23
url:
https://www.brookings.edu/articles/what-growing-life-expectancy-gaps-mean-for-the-promise-of-social-security/


node_name: Wage Inequality Tax Base Erosion
created_at: 2026-04-11 06:51:23
url:
https://www.epi.org/blog/a-record-share-of-earnings-was-not-subject-to-social-security-taxes-in-2021-inequalitys-undermining-of-social-security-has-accelerated/

title:
epi.org: A record share of earnings was not subject to social security taxes in 2021 inequalitys undermining of social security has accelerated


title: americanprogress.org: Increased wage inequality has reduced social securitys revenue
node_name: Wage Inequality Tax Base Erosion
created_at: 2026-04-11 06:51:23
url:
https://www.americanprogress.org/article/increased-wage-inequality-has-reduced-social-securitys-revenue/


title: marketplace.org: Undocumented immigrants quietly pay billions social security and receive no
node_name: Immigrant Payroll Subsidy Mechanism
created_at: 2026-04-11 06:51:23
url:
https://www.marketplace.org/story/2019/01/28/undocumented-immigrants-quietly-pay-billions-social-security-and-receive-no


title: cbpp.org: Bowles simpson social security proposal not a good starting point for reforms
node_name: Simpson-Bowles 2010 Collapse
created_at: 2026-04-11 06:51:23
url:
https://www.cbpp.org/research/bowles-simpson-social-security-proposal-not-a-good-starting-point-for-reforms


title: fool.com: The 2016 social security crisis was temporarily av
node_name: SSDI Trust Fund Reallocation Patch
created_at: 2026-04-11 06:51:23
url:
https://www.fool.com/investing/general/2015/11/07/the-2016-social-security-crisis-was-temporarily-av.aspx


title: mercatus.org: Social securitys disability insurance financing crisis why another quick fix
node_name: SSDI Trust Fund Reallocation Patch
created_at: 2026-04-11 06:51:23
url:
https://www.mercatus.org/research/policy-briefs/social-securitys-disability-insurance-financing-crisis-why-another-quick-fix


title: csis.org: China imposes its most stringent critical minerals export restrictions yet amidst
node_name: China Critical Minerals Counter-Leverage
created_at: 2026-04-11 06:51:23
url:
https://www.csis.org/analysis/china-imposes-its-most-stringent-critical-minerals-export-restrictions-yet-amidst


title: tomshardware.com: China suspends ban on rare earth exports to us but licensing remains
node_name: China Critical Minerals Counter-Leverage
created_at: 2026-04-11 06:51:23
url:
https://www.tomshardware.com/tech-industry/china-suspends-ban-on-rare-earth-exports-to-us-but-licensing-remains


title: stimson.org: Chinas germanium and gallium export restrictions consequences for the united states
node_name: China Critical Minerals Counter-Leverage
created_at: 2026-04-11 06:51:23
url:
https://www.stimson.org/2025/chinas-germanium-and-gallium-export-restrictions-consequences-for-the-united-states/


node_name: Nvidia H20 Policy Reversal Trap
created_at: 2026-04-11 06:51:23
url:
https://finance.yahoo.com/news/nvidia-ceo-china-chip-ban-deeply-painful-as-15-billion-in-sales-have-been-lost-as-a-result-162124142.html

title:
finance.yahoo.com: Nvidia ceo china chip ban deeply painful as 15 billion in sales have been lost as a result 162124142


title: cnbc.com: Nvidia ceo jensen huang says chipmaker has received orders from china
node_name: Nvidia H20 Policy Reversal Trap
created_at: 2026-04-11 06:51:23
url:
https://www.cnbc.com/2026/03/17/nvidia-ceo-jensen-huang-says-chipmaker-has-received-orders-from-china.html


node_name: Intel National Strategic Asset Designation
created_at: 2026-04-11 06:51:23
url:
https://markets.financialcontent.com/stocks/article/marketminute-2025-12-25-intel-at-the-crossroads-nvidias-18a-rebuff-and-the-rise-of-the-national-strategic-asset

title:
markets.financialcontent.com: Marketminute 2025 12 25 intel at the crossroads nvidias 18a rebuff and the rise of the national strategic asset


node_name: Biden AI Diffusion Rule Rescission
created_at: 2026-04-11 06:51:23
url:
https://www.bis.gov/press-release/department-commerce-announces-rescission-biden-era-artificial-intelligence-diffusion-rule-strengthens

title:
bis.gov: Department commerce announces rescission biden era artificial intelligence diffusion rule strengthens


title: cambridge.org: 6562C90E5342C36F16A4B960BF155590
node_name: Trump Tariff-Subsidy Substitution Gambit
created_at: 2026-04-11 06:51:23
url:
https://www.cambridge.org/core/journals/world-trade-review/article/semiconductor-tariffs-as-policy-whiplash/6562C90E5342C36F16A4B960BF155590


node_name: Trump Tariff-Subsidy Substitution Gambit
created_at: 2026-04-11 06:51:23
url:
https://www.whitehouse.gov/fact-sheets/2026/01/fact-sheet-president-donald-j-trump-takes-action-on-certain-advanced-computing-chips-to-protect-americas-economic-and-national-security/

title:
whitehouse.gov: Fact sheet president donald j trump takes action on certain advanced computing chips to protect americas economic and national security


title: iiss.org: The us pivot on regulating ai diffusion
node_name: Tripolar AI Governance Fracture
created_at: 2026-04-11 06:51:23
url:
https://www.iiss.org/publications/strategic-comments/2025/12/the-us-pivot-on-regulating-ai-diffusion/


title: psca.org: How much did the wepgpo repeal hurt social securitys solvency
node_name: Social Security Fairness Act 2025
created_at: 2026-04-11 06:51:23
url:
https://www.psca.org/news/psca-news/2025/6/how-much-did-the-wepgpo-repeal-hurt-social-securitys-solvency/


title: Brookings: Why the 2005 social security initiative failed and what it means for the future
node_name: Bush 2005 Privatization Collapse
created_at: 2026-04-11 06:51:23
url:
https://www.brookings.edu/articles/why-the-2005-social-security-initiative-failed-and-what-it-means-for-the-future/


title: Bloomberg: Nvidia partner megaspeed draws china chip smuggling concerns in us
node_name: Silicon Smuggling Underground Railroad
created_at: 2026-04-11 06:51:23
url:
https://www.bloomberg.com/news/features/2025-12-22/nvidia-partner-megaspeed-draws-china-chip-smuggling-concerns-in-us


title: tomshardware.com: Nvidias biggest sea customer exposes the limits of us ai export controls
node_name: Silicon Smuggling Underground Railroad
created_at: 2026-04-11 06:51:23
url:
https://www.tomshardware.com/pc-components/gpus/nvidias-biggest-sea-customer-exposes-the-limits-of-us-ai-export-controls


title: rand.org: Deepseeks lesson america needs smarter export controls
node_name: DeepSeek Efficiency Doctrine
created_at: 2026-04-11 06:51:23
url:
https://www.rand.org/pubs/commentary/2025/02/deepseeks-lesson-america-needs-smarter-export-controls.html


node_name: Japan Photoresist Chokepoint
created_at: 2026-04-11 06:51:23
url:
https://www.trendforce.com/news/2025/12/03/news-japan-rumored-to-curb-photoresist-exports-as-china-targets-40-self-sufficiency-by-2026/

title:
trendforce.com: News japan rumored to curb photoresist exports as china targets 40 self sufficiency by 2026


title: visiontimes.com: Chinas chip production faces risk amid japans photoresist dominance
node_name: Japan Photoresist Chokepoint
created_at: 2026-04-11 06:51:23
url:
https://www.visiontimes.com/2025/11/30/chinas-chip-production-faces-risk-amid-japans-photoresist-dominance.html


title: trendforce.com: News tsmc reportedly plans 30 price hike for 4nm chip production at arizona plant
node_name: TSMC Arizona 30% Cost Penalty
created_at: 2026-04-11 06:51:23
url:
https://www.trendforce.com/news/2025/04/17/news-tsmc-reportedly-plans-30-price-hike-for-4nm-chip-production-at-arizona-plant/


node_name: TSMC Arizona 30% Cost Penalty
created_at: 2026-04-11 06:51:23
url:
https://markets.financialcontent.com/wral/article/tokenring-2025-10-2-tsmc-arizonas-rocky-road-delays-soaring-costs-and-the-future-of-global-chip-manufacturing

title:
markets.financialcontent.com: Tokenring 2025 10 2 tsmc arizonas rocky road delays soaring costs and the future of global chip manufacturing


title: tomshardware.com: Nvidia develops software based tracking for ai gpus to quash smuggling concerns
node_name: GPU Location Attestation Arms Race
created_at: 2026-04-11 06:51:23
url:
https://www.tomshardware.com/pc-components/gpus/nvidia-develops-software-based-tracking-for-ai-gpus-to-quash-smuggling-concerns


title: afge.org: Due to doge cuts 1 ssa employee is expected to serve 1480 beneficiaries
node_name: SSA Administrative Capacity Collapse
created_at: 2026-04-11 06:51:23
url:
https://www.afge.org/article/due-to-doge-cuts-1-ssa-employee-is-expected-to-serve-1480-beneficiaries/


title: urban.org: 2000323 Myth and Reality of the Safety Net The 1983 Social Security Reforms
node_name: 1983 Shared Sacrifice Formula
created_at: 2026-04-11 06:51:23
url:
https://www.urban.org/sites/default/files/publication/65126/2000323-Myth-and-Reality-of-the-Safety-Net-The-1983-Social-Security-Reforms.pdf


node_name: RISC-V Architecture Sanctions Immunity
created_at: 2026-04-11 06:51:23
url:
https://www.tomshardware.com/pc-components/cpus/chinese-government-shifts-focus-from-x86-and-arm-cpus-promoting-the-adoption-of-risc-v-chips

title:
tomshardware.com: Chinese government shifts focus from x86 and arm cpus promoting the adoption of risc v chips


title: sdxcentral.com: Beyond cuda inside the push to loosen nvidias grip on ai computing
node_name: NVIDIA CUDA Software Moat
created_at: 2026-04-11 06:51:23
url:
https://www.sdxcentral.com/analysis/beyond-cuda-inside-the-push-to-loosen-nvidias-grip-on-ai-computing/


title: microchipusa.com: How military tensions are driving the next semiconductor chip race
node_name: DoD Precision Munitions Chip Dependency
created_at: 2026-04-11 06:51:23
url:
https://www.microchipusa.com/industry-news/how-military-tensions-are-driving-the-next-semiconductor-chip-race


node_name: Trump Chip Tariff-Control Contradiction
created_at: 2026-04-11 06:51:23
url:
https://www.whitehouse.gov/presidential-actions/2026/01/adjusting-imports-of-semiconductors-semiconductor-manufacturing-equipment-and-their-derivative-products-into-the-united-states/

title:
whitehouse.gov: Adjusting imports of semiconductors semiconductor manufacturing equipment and their derivative products into the united states


title: cnbc.com: Trump 100 percent chip tariff threat leaves more questions than answers
node_name: Trump Chip Tariff-Control Contradiction
created_at: 2026-04-11 06:51:23
url:
https://www.cnbc.com/2025/08/07/trump-100-percent-chip-tariff-threat-leaves-more-questions-than-answers.html


node_name: Trust Fund Treasury Bond Lock
created_at: 2026-04-11 06:51:23
url:
https://wolfstreet.com/2025/11/18/social-security-fiscal-year-2025-trust-fund-balance-income-outgo-deficit-and-interest-rates/

title:
wolfstreet.com: Social security fiscal year 2025 trust fund balance income outgo deficit and interest rates


node_name: TSMC Arizona GigaFab Acceleration
created_at: 2026-04-11 06:51:23
url:
https://www.trendforce.com/news/2025/12/18/news-tsmc-reportedly-accelerates-arizona-2nd-fab-eyes-3q26-tool-install-2027-3nm-production/

title:
trendforce.com: News tsmc reportedly accelerates arizona 2nd fab eyes 3q26 tool install 2027 3nm production


node_name: TSMC Arizona GigaFab Acceleration
created_at: 2026-04-11 06:51:23
url:
https://www.trendforce.com/news/2025/09/30/news-tsmc-reportedly-pulls-arizona-third-fab-to-2027-ahead-by-one-year-eyeing-2nm-and-a16/

title:
trendforce.com: News tsmc reportedly pulls arizona third fab to 2027 ahead by one year eyeing 2nm and a16


title: americanactionforum.org: Ssa announces 2 8 percent social security cola for 2026
node_name: COLA CPI-W Senior Inflation Mismatch
created_at: 2026-04-11 06:51:23
url:
https://www.americanactionforum.org/insight/ssa-announces-2-8-percent-social-security-cola-for-2026/


node_name: Sweden NDC Auto-Balancing Pension Model
created_at: 2026-04-11 06:51:23
url:
https://www.ageing.ox.ac.uk/blog/Rewriting-Retirement-How-Swedens-1998-Pension-Reform-Transformed-the-Future-of-Work

title:
ageing.ox.ac.uk: Rewriting Retirement How Swedens 1998 Pension Reform Transformed the Future of Work


title: 247wallst.com: How dwindling social security trust fund could impact your benefits in just 6 years
node_name: Interest Income Accelerating Decline
created_at: 2026-04-11 06:51:23
url:
https://247wallst.com/investing/2026/02/26/how-dwindling-social-security-trust-fund-could-impact-your-benefits-in-just-6-years/


title: budgetmodel.wharton.upenn.edu: 2026 03 09 six options to restore social securitys financial balance
node_name: Progressive Benefit Formula Bend Points
created_at: 2026-04-11 06:51:23
url:
https://budgetmodel.wharton.upenn.edu/p/2026-03-09-six-options-to-restore-social-securitys-financial-balance/


title: cato.org: Congress cant outgrow or inflate away social security financing problem
node_name: No General Revenue Firewall
created_at: 2026-04-11 06:51:23
url:
https://www.cato.org/policy-analysis/congress-cant-outgrow-or-inflate-away-social-security-financing-problem


node_name: EDA-Rare Earth Swap Mechanism
created_at: 2026-04-11 06:51:23
url:
https://www.tomshardware.com/tech-industry/semiconductors/white-house-lifts-chip-design-export-ban-on-china-in-exchange-for-rare-earth-materials-compromise-export-licences-for-eda-software-sales-no-longer-required

title:
tomshardware.com: White house lifts chip design export ban on china in exchange for rare earth materials compromise export licences for eda software sales no longer required


title: hsfkramer.com: Us and china agree to framework addressing export control issues
node_name: EDA-Rare Earth Swap Mechanism
created_at: 2026-04-11 06:51:23
url:
https://www.hsfkramer.com/notes/sanctions/2025-posts/us-and-china-agree-to-framework-addressing-export-control-issues


title: cnbc.com: Us lifts chip software curbs on china amid trade truce synopsys says
node_name: EDA-Rare Earth Swap Mechanism
created_at: 2026-04-11 06:51:23
url:
https://www.cnbc.com/2025/07/03/us-lifts-chip-software-curbs-on-china-amid-trade-truce-synopsys-says-.html


node_name: SMIC 5nm Yield Economics Gap
created_at: 2026-04-11 06:51:23
url:
https://markets.financialcontent.com/wral/article/tokenring-2025-12-15-chinas-chip-resilience-huaweis-kirin-9030-and-smics-5nm-class-breakthrough-defy-us-sanctions

title:
markets.financialcontent.com: Tokenring 2025 12 15 chinas chip resilience huaweis kirin 9030 and smics 5nm class breakthrough defy us sanctions


title: tomshardware.com: Huawei sticks to 7nm for latest processor as chinas chip advancements stall
node_name: SMIC 5nm Yield Economics Gap
created_at: 2026-04-11 06:51:23
url:
https://www.tomshardware.com/tech-industry/huawei-sticks-to-7nm-for-latest-processor-as-chinas-chip-advancements-stall


title: en.gamegpu.com: Huawei tak i ne vyshla na 5 nm kirin x90 sozdan po 7 nm tekhprotsessu n 2
node_name: SMIC 5nm Yield Economics Gap
created_at: 2026-04-11 06:51:23
url:
https://en.gamegpu.com/news/zhelezo/huawei-tak-i-ne-vyshla-na-5-nm-kirin-x90-sozdan-po-7-nm-tekhprotsessu-n-2


title: csis.org: Japan and netherlands announce plans new export controls semiconductor equipment
node_name: Allied Export Control Coalition Fragility
created_at: 2026-04-11 06:51:23
url:
https://www.csis.org/analysis/japan-and-netherlands-announce-plans-new-export-controls-semiconductor-equipment


node_name: Allied Export Control Coalition Fragility
created_at: 2026-04-11 06:51:23
url:
https://warontherocks.com/2026/01/the-burn-and-the-choke-why-semiconductor-controls-will-outlast-chinas-rare-earth-weapon/

title:
warontherocks.com: The burn and the choke why semiconductor controls will outlast chinas rare earth weapon


title: cnas.org: Cnas insights the export control loophole fueling chinas chip production
node_name: Chiplet Arbitrage Strategy
created_at: 2026-04-11 06:51:23
url:
https://www.cnas.org/publications/commentary/cnas-insights-the-export-control-loophole-fueling-chinas-chip-production


node_name: Chiplet Arbitrage Strategy
created_at: 2026-04-11 06:51:23
url:
https://americanaffairsjournal.org/2024/02/a-new-era-for-the-chinese-semiconductor-industry-beijing-responds-to-export-controls/

title:
americanaffairsjournal.org: A new era for the chinese semiconductor industry beijing responds to export controls


title: fortune.com: How ronald reagan tip oneill greenspan saved social security national debt 1980s
node_name: 1983 Greenspan Commission Crisis Window
created_at: 2026-04-11 06:51:23
url:
https://www.fortune.com/2026/02/19/how-ronald-reagan-tip-oneill-greenspan-saved-social-security-national-debt-1980s/


title: Brookings: Social security todays financing challenge is at least double what it was in 1983
node_name: 1983 Greenspan Commission Crisis Window
created_at: 2026-04-11 06:51:23
url:
https://www.brookings.edu/articles/social-security-todays-financing-challenge-is-at-least-double-what-it-was-in-1983/


title: siepr.stanford.edu: How raise the social security retirement age while protecting the poor
node_name: Life Expectancy Stratification Trap
created_at: 2026-04-11 06:51:23
url:
https://siepr.stanford.edu/publications/policy-brief/how-raise-the-social-security-retirement-age-while-protecting-the-poor


node_name: Immigration-SS Solvency Nexus
created_at: 2026-04-11 06:51:23
url:
https://budgetmodel.wharton.upenn.edu/issues/2025/6/18/the-impact-of-president-trumps-deportation-policies-the-social-security-program

title:
budgetmodel.wharton.upenn.edu: The impact of president trumps deportation policies the social security program


title: marketplace.org: How trumps immigration policies could threaten social security
node_name: Immigration-SS Solvency Nexus
created_at: 2026-04-11 06:51:23
url:
https://www.marketplace.org/story/2025/07/10/how-trumps-immigration-policies-could-threaten-social-security


node_name: Trump Export Control Policy Whiplash
created_at: 2026-04-11 06:51:23
url:
https://futureuae.com/en-US/Mainpage/Item/10685/balance-engineering-why-did-the-trump-administration-lift-the-ban-on-h200-chips-for-china

title:
futureuae.com: Balance engineering why did the trump administration lift the ban on h200 chips for china


node_name: China Nvidia Counterstrike
created_at: 2026-04-11 06:51:23
url:
https://www.fdd.org/analysis/2025/09/18/chinese-regulators-announce-ban-on-buying-nvidia-chips-showcasing-confidence-in-domestic-alternatives

title:
fdd.org: Chinese regulators announce ban on buying nvidia chips showcasing confidence in domestic alternatives


title: internationalbanker.com: Why china has banned domestic firms from buying nvidias ai chips
node_name: China Nvidia Counterstrike
created_at: 2026-04-11 06:51:23
url:
https://internationalbanker.com/finance/why-china-has-banned-domestic-firms-from-buying-nvidias-ai-chips/


node_name: TSMC Arizona Yield Parity Milestone
created_at: 2026-04-11 06:51:23
url:
https://www.tomshardware.com/tech-industry/semiconductors/tsmcs-arizona-fab-21-is-already-making-4nm-chips-yield-and-quality-reportedly-on-par-with-taiwan-fabs

title:
tomshardware.com: Tsmcs arizona fab 21 is already making 4nm chips yield and quality reportedly on par with taiwan fabs


node_name: TSMC Arizona Yield Parity Milestone
created_at: 2026-04-11 06:51:23
url:
https://www.tomshardware.com/tech-industry/semiconductors/tsmc-brings-its-most-advanced-chipmaking-node-to-the-us-yet-to-begin-equipment-installation-for-3mn-months-ahead-of-schedule

title:
tomshardware.com: Tsmc brings its most advanced chipmaking node to the us yet to begin equipment installation for 3mn months ahead of schedule


title: technode.com: Huawei to ship 700000 ascend ai chips in 2025 despite yield challenges
node_name: Huawei Ascend Yield Inflection
created_at: 2026-04-11 06:51:23
url:
https://technode.com/2025/05/18/huawei-to-ship-700000-ascend-ai-chips-in-2025-despite-yield-challenges/


node_name: Intel 18A Foundry Viability Test
created_at: 2026-04-11 06:51:23
url:
https://www.tomshardware.com/pc-components/cpus/intels-pivotal-18a-process-is-making-steady-progress-but-still-lags-behind-yields-only-set-to-reach-industry-standard-levels-in-2027

title:
tomshardware.com: Intels pivotal 18a process is making steady progress but still lags behind yields only set to reach industry standard levels in 2027


node_name: Intel 18A Foundry Viability Test
created_at: 2026-04-11 06:51:23
url:
https://markets.financialcontent.com/wral/article/marketminute-2026-4-8-intels-18a-gamble-pays-off-the-multi-billion-dollar-aws-deal-and-the-resurgence-of-american-silicon

title:
markets.financialcontent.com: Marketminute 2026 4 8 intels 18a gamble pays off the multi billion dollar aws deal and the resurgence of american silicon


title: americanimmigrationcouncil.org: Social security crisis how deportation makes it worse
node_name: Deportation-Depletion Acceleration Loop
created_at: 2026-04-11 06:51:23
url:
https://www.americanimmigrationcouncil.org/blog/social-security-crisis-how-deportation-makes-it-worse/


title: foxbusiness.com: Social security insolvency could speed up illegal immigration crackdown
node_name: Deportation-Depletion Acceleration Loop
created_at: 2026-04-11 06:51:23
url:
https://www.foxbusiness.com/economy/social-security-insolvency-could-speed-up-illegal-immigration-crackdown


title: policybook.aarp.org: Means testing benefits
node_name: FDR Earned-Right Architecture
created_at: 2026-04-11 06:51:23
url:
https://policybook.aarp.org/policy-book/savings-and-retirement-security/calculation-social-security-benefits/means-testing-benefits


title: ncpssm.org: Raising the social security retirement age a cut in benefits for future retirees
node_name: Full Retirement Age Equity Trap
created_at: 2026-04-11 06:51:23
url:
https://www.ncpssm.org/documents/social-security-policy-papers/raising-the-social-security-retirement-age-a-cut-in-benefits-for-future-retirees/


title: cbpp.org: Reassignment wont fix the largest ever social security staffing cut
node_name: DOGE Operational Decapitation of SSA
created_at: 2026-04-11 06:51:23
url:
https://www.cbpp.org/research/social-security/reassignment-wont-fix-the-largest-ever-social-security-staffing-cut


title: cnn.com: Supreme court restores doges access to sensitive social security data
node_name: DOGE SSA Data Sovereignty Battle
created_at: 2026-04-11 06:51:23
url:
https://www.cnn.com/2025/06/06/politics/supreme-court-restores-doges-access-to-sensitive-social-security-data


title: astutegroup.com: Sk hynix holds 62 of hbm micron overtakes samsung 2026 battle pivots to hbm4
node_name: HBM Memory Chokepoint
created_at: 2026-04-11 06:51:23
url:
https://www.astutegroup.com/news/general/sk-hynix-holds-62-of-hbm-micron-overtakes-samsung-2026-battle-pivots-to-hbm4/


node_name: CXMT HBM Catch-Up Race
created_at: 2026-04-11 06:51:23
url:
https://www.tomshardware.com/pc-components/dram/chinese-semiconductor-industry-gears-up-for-domestic-hbm3-production-by-the-end-of-2026-cxmt-to-produce-chips-while-naura-maxwell-and-u-preseason-design-tools-for-assembly

title:
tomshardware.com: Chinese semiconductor industry gears up for domestic hbm3 production by the end of 2026 cxmt to produce chips while naura maxwell and u preseason design tools for assembly


title: Bloomberg: Cxmt potentially challenges sk hynix samsung micron in hbm supply for ai
node_name: CXMT HBM Catch-Up Race
created_at: 2026-04-11 06:51:23
url:
https://www.bloomberg.com/news/articles/2026-03-26/cxmt-potentially-challenges-sk-hynix-samsung-micron-in-hbm-supply-for-ai


node_name: China GPU Smuggling Industrial Complex
created_at: 2026-04-11 06:51:23
url:
https://www.cnbc.com/2025/12/09/us-attorneys-office-southern-district-of-texas-prosecutors-nvidia-chips-h200-h100-smuggle-china.html

title:
cnbc.com: Us attorneys office southern district of texas prosecutors nvidia chips h200 h100 smuggle china


node_name: China GPU Smuggling Industrial Complex
created_at: 2026-04-11 06:51:23
url:
https://www.fdd.org/analysis/2026/03/20/exposure-of-major-chinese-linked-chip-smuggling-operations-shows-limits-of-industry-self-policing/

title:
fdd.org: Exposure of major chinese linked chip smuggling operations shows limits of industry self policing


title: thediplomat.com: Chinas 5 year plan has moved beyond the chip war washington hasnt noticed
node_name: China 15th FYP Digital Economy Pivot
created_at: 2026-04-11 06:51:23
url:
https://thediplomat.com/2026/03/chinas-5-year-plan-has-moved-beyond-the-chip-war-washington-hasnt-noticed/


title: china-briefing.com: Chinas 15th five year plan recommendations key takeaways for foreign businesses
node_name: China 15th FYP Digital Economy Pivot
created_at: 2026-04-11 06:51:23
url:
https://www.china-briefing.com/news/chinas-15th-five-year-plan-recommendations-key-takeaways-for-foreign-businesses/


node_name: 2027 Chip War Strategic Pause
created_at: 2026-04-11 06:51:23
url:
https://markets.financialcontent.com/wral/article/tokenring-2026-1-12-the-2027-cliff-washington-and-beijing-enter-a-high-stakes-strategic-pause-in-the-global-chip-war

title:
markets.financialcontent.com: Tokenring 2026 1 12 the 2027 cliff washington and beijing enter a high stakes strategic pause in the global chip war


node_name: SMEE Domestic Lithography Reality
created_at: 2026-04-11 06:51:23
url:
https://www.trendforce.com/news/2025/12/26/news-chinas-smee-reportedly-wins-rmb-110m-lithography-tool-contract-amid-domestic-push/

title:
trendforce.com: News chinas smee reportedly wins rmb 110m lithography tool contract amid domestic push


node_name: SMEE Domestic Lithography Reality
created_at: 2026-04-11 06:51:23
url:
https://markets.chroniclejournal.com/chroniclejournal/article/tokenring-2026-1-21-china-reaches-35-semiconductor-equipment-self-sufficiency-amid-advanced-lithography-breakthroughs

title:
markets.chroniclejournal.com: Tokenring 2026 1 21 china reaches 35 semiconductor equipment self sufficiency amid advanced lithography breakthroughs


title: csis.org: Breakthroughs or boasts assessing recent chinese lithography
node_name: SMEE Domestic Lithography Reality
created_at: 2026-04-11 06:51:23
url:
https://www.csis.org/blogs/strategic-technologies-blog/breakthroughs-or-boasts-assessing-recent-chinese-lithography


title: electronicsweekly.com: Smic testing domestic immersion duv machine 2025 09
node_name: SMEE Domestic Lithography Reality
created_at: 2026-04-11 06:51:23
url:
https://www.electronicsweekly.com/news/business/smic-testing-domestic-immersion-duv-machine-2025-09/


title: usnews.com: Bipartisan reagan oneill social security deal in 1983 showed it can be done
node_name: 1983 Greenspan Commission Fix
created_at: 2026-04-11 06:51:23
url:
https://www.usnews.com/opinion/articles/2009/04/02/bipartisan-reagan-oneill-social-security-deal-in-1983-showed-it-can-be-done


node_name: Mass Deportation SS Revenue Shock
created_at: 2026-04-11 06:51:23
url:
https://www.cbpp.org/blog/social-security-trust-funds-would-be-on-stronger-footing-if-not-for-trump-economic-immigration-policies

title:
cbpp.org: Social security trust funds would be on stronger footing if not for trump economic immigration policies


title: jec.senate.gov: Social security surpluses fiscal fact or accounting fiction june 14 2011
node_name: Trust Fund Accounting Fiction
created_at: 2026-04-11 06:51:23
url:
https://www.jec.senate.gov/public/_cache/files/0edfdbbe-6f48-4007-a429-6ef64fda10cb/social-security-surpluses---fiscal-fact-or-accounting-fiction-june-14-2011-.pdf


title: thehill.com: 4163957 nearly half of gen zers think they wont get a dime in social security survey
node_name: Generational Return Inversion
created_at: 2026-04-11 06:51:23
url:
https://thehill.com/business/4163957-nearly-half-of-gen-zers-think-they-wont-get-a-dime-in-social-security-survey/


title: budgetmodel.wharton.upenn.edu: Eliminating income taxes on social security benefits
node_name: Big Beautiful Bill SS Revenue Destruction
created_at: 2026-04-11 06:51:23
url:
https://budgetmodel.wharton.upenn.edu/issues/2025/2/10/eliminating-income-taxes-on-social-security-benefits


title: politifact.com: Trump tax social security reconciliation bill
node_name: Big Beautiful Bill SS Revenue Destruction
created_at: 2026-04-11 06:51:23
url:
https://www.politifact.com/factchecks/2025/jun/30/donald-trump/trump-tax-social-security-reconciliation-bill/


node_name: COLA CPI-W Senior Inflation Mismatch
created_at: 2026-04-11 07:53:06
url:
https://www.socialsecurityintelligence.com/how-the-cpi-e-compares-with-the-cpi-w-for-the-annual-social-security-cola/

title:
socialsecurityintelligence.com: How the cpi e compares with the cpi w for the annual social security cola


node_name: COLA CPI-W Senior Inflation Mismatch
created_at: 2026-04-11 07:53:06
url:
https://401kspecialistmag.com/as-2026-social-security-cola-wait-continues-research-shows-use-of-wrong-index-costly-for-seniors/

title:
401kspecialistmag.com: As 2026 social security cola wait continues research shows use of wrong index costly for seniors


title: washingtonpost.com
node_name: AARP Senior Voter Veto Coalition
created_at: 2026-04-11 07:53:06
url:
https://www.washingtonpost.com/business/economy/aarp-uses-its-power-to-oppose-social-security-medicare-benefit-cuts-for-retirees/2012/11/17/


title: cbpp.org: Raising social securitys retirement age would cut benefits for all new retirees
node_name: Retirement Age Life Expectancy Stratification
created_at: 2026-04-11 07:53:06
url:
https://www.cbpp.org/research/social-security/raising-social-securitys-retirement-age-would-cut-benefits-for-all-new-retirees


title: urban.org: Ssa says its reduced disability claims backlog fewer new claims and higher denial rate
node_name: DOGE SSA Administrative Hollowing
created_at: 2026-04-11 07:53:06
url:
https://www.urban.org/urban-wire/ssa-says-its-reduced-disability-claims-backlog-fewer-new-claims-and-higher-denial-rate


node_name: DOGE SSA Administrative Hollowing
created_at: 2026-04-11 07:53:06
url:
https://federalnewsnetwork.com/agency-oversight/2025/07/how-the-doge-driven-reductions-at-the-social-security-administration-are-playing-out-now/

title:
federalnewsnetwork.com: How the doge driven reductions at the social security administration are playing out now


title: pensionsmyndigheten.se: Archive reports
node_name: Sweden NDC Auto-Balance Mechanism
created_at: 2026-04-11 07:53:06
url:
https://www.pensionsmyndigheten.se/content/dam/pensionsmyndigheten/blanketter---broschyrer---faktablad/other-languages/archive-reports


title: cbpp.org: What the 2025 trustees report shows about social security
node_name: 75-Year Actuarial Deficit Escalation
created_at: 2026-04-11 07:53:06
url:
https://www.cbpp.org/research/social-security/what-the-2025-trustees-report-shows-about-social-security


title: money.usnews.com: How privatizing social security would impact retirees
node_name: Trump Accounts Privatization Signal
created_at: 2026-04-11 07:53:06
url:
https://money.usnews.com/money/retirement/articles/how-privatizing-social-security-would-impact-retirees


title: 247wallst.com: This stealth 2026 social security change is costing workers thousands
node_name: Full Retirement Age Stealth Cut
created_at: 2026-04-11 07:53:06
url:
https://247wallst.com/investing/2026/03/06/this-stealth-2026-social-security-change-is-costing-workers-thousands/


title: fortune.com: Social security advisory firm trump big beautiful bill insolvency didnt help
node_name: One Big Beautiful Bill SS Revenue Shock
created_at: 2026-04-11 07:53:06
url:
https://fortune.com/2026/03/02/social-security-advisory-firm-trump-big-beautiful-bill-insolvency-didnt-help/


title: cnbc.com: Doge actions may cause social security benefit interruption ex agency head
node_name: DOGE SSA Administrative Gutting
created_at: 2026-04-11 07:53:06
url:
https://www.cnbc.com/2025/03/01/doge-actions-may-cause-social-security-benefit-interruption-ex-agency-head.html


node_name: SSA COBOL Legacy System Collapse Risk
created_at: 2026-04-11 07:53:06
url:
https://www.computerworld.com/article/3953741/doge-wants-to-modernize-social-securitys-legacy-tech-what-could-possibly-go-wrong.html

title:
computerworld.com: Doge wants to modernize social securitys legacy tech what could possibly go wrong


title: siepr.stanford.edu: How raise social security retirement age while protecting the poor
node_name: Full Retirement Age Benefit Cut Mechanism
created_at: 2026-04-11 07:53:06
url:
https://siepr.stanford.edu/publications/policy-brief/how-raise-social-security-retirement-age-while-protecting-the-poor


title: illinoispolicy.org: Pensions 101 understanding illinois massive government worker pension crisis
node_name: Illinois Pension Solvency Crisis Precedent
created_at: 2026-04-11 07:53:06
url:
https://illinoispolicy.org/reports/pensions-101-understanding-illinois-massive-government-worker-pension-crisis/


node_name: Illinois Pension Solvency Crisis Precedent
created_at: 2026-04-11 07:53:06
url:
https://legal-forum.uchicago.edu/print-archive/illinoiss-impending-pension-insolvency-could-public-pensions-load-risk-private-insurers/

title:
legal-forum.uchicago.edu: Illinoiss impending pension insolvency could public pensions load risk private insurers


node_name: AARP Institutional Lock Mechanism
created_at: 2026-04-11 07:53:06
url:
https://legis1.com/news/aarp-ramps-up-lobbying-to-6-6m-in-q1-2025-targeting-senior-healthcare-and-financial-security/

title:
legis1.com: Aarp ramps up lobbying to 6 6m in q1 2025 targeting senior healthcare and financial security


title: kff.org: House reconciliation bill could trigger 500 billion in mandatory medicare cuts
node_name: S-PAYGO Medicare Sequester Trap
created_at: 2026-04-11 07:53:06
url:
https://www.kff.org/quick-take/house-reconciliation-bill-could-trigger-500-billion-in-mandatory-medicare-cuts/


node_name: SSDI-OASI Interfund Transfer Precedent
created_at: 2026-04-11 07:53:06
url:
https://mercatus.org/publication/social-securitys-disability-insurance-financing-crisis-why-another-quick-fix-funds-transfer-may-cost-far-more-than-advertised/

title:
mercatus.org: Social securitys disability insurance financing crisis why another quick fix funds transfer may cost far more than advertised


title: fortune.com: How trump wiped out 12 years of medicare funding cbo one big beautiful bill
node_name: Medicare-SS Double Cliff Synchronization
created_at: 2026-04-11 07:53:06
url:
https://fortune.com/2026/02/23/how-trump-wiped-out-12-years-of-medicare-funding-cbo-one-big-beautiful-bill/


title: foxbusiness.com: Experts warn senate tax bill accelerates medicare social security insolvency dates
node_name: One Big Beautiful Bill Cliff Acceleration
created_at: 2026-04-11 07:53:06
url:
https://www.foxbusiness.com/politics/experts-warn-senate-tax-bill-accelerates-medicare-social-security-insolvency-dates


title: kiplinger.com: When will social security and medicare trust funds run out of money
node_name: Medicare HI Trust Fund Dual Depletion
created_at: 2026-04-11 07:53:06
url:
https://www.kiplinger.com/retirement/social-security/when-will-social-security-and-medicare-trust-funds-run-out-of-money


title: fortune.com: Social security cuts layoffs doge delays processing retirement disability claims
node_name: DOGE SSA Administrative Erosion
created_at: 2026-04-11 07:53:06
url:
https://fortune.com/2025/03/08/social-security-cuts-layoffs-doge-delays-processing-retirement-disability-claims/


title: wusf.org: Social security medicare trust funds are now projected to go broke in 2036
node_name: Medicare HI Trust Fund Depletion
created_at: 2026-04-11 07:53:06
url:
https://www.wusf.org/politics-issues/2024-05-11/social-security-medicare-trust-funds-are-now-projected-to-go-broke-in-2036


title: cbpp.org: Social security lifts more people above the poverty line than any other
node_name: Elder Poverty Floor Effect
created_at: 2026-04-11 07:53:06
url:
https://www.cbpp.org/research/social-security/social-security-lifts-more-people-above-the-poverty-line-than-any-other


node_name: Defined Benefit Pension Collapse
created_at: 2026-04-11 07:53:06
url:
https://www.nirsonline.org/articles/new-report-40-of-older-americans-rely-solely-on-social-security-for-retirement-income/

title:
nirsonline.org: New report 40 of older americans rely solely on social security for retirement income


node_name: Medicare HI Parallel Depletion Crisis
created_at: 2026-04-11 07:53:06
url:
https://budget.house.gov/press-release/house-budget-committee-holds-hearing-to-sound-the-alarm-on-looming-medicare-and-social-security-insolvency

title:
budget.house.gov: House budget committee holds hearing to sound the alarm on looming medicare and social security insolvency


title: budget.house.gov: Social security and medicare continue on path to insolvency trustees confirm
node_name: Dual Depletion Political Paralysis
created_at: 2026-04-11 07:53:06
url:
https://budget.house.gov/press-release/social-security-and-medicare-continue-on-path-to-insolvency-trustees-confirm


node_name: Gen Z Anti-Solidarity Fracture
created_at: 2026-04-11 07:53:06
url:
https://www.nasi.org/2026/02/19/policy-summit-2026-intergenerational-by-design-what-gen-z-wants-for-the-future-of-social-security/

title:
nasi.org: Policy summit 2026 intergenerational by design what gen z wants for the future of social security


title: post-gazette.com: 202604060010
node_name: 2028 Election Reform Window
created_at: 2026-04-11 07:53:06
url:
https://www.post-gazette.com/opinion/guest-columns/2026/04/06/social-security-broke-save-politicians-partisan-2028-election-voting-pledge-lede/stories/202604060010


title: news.bgov.com: Social security crisis must be on 2028 agenda rahm emanuel says
node_name: 2028 Election Reform Window
created_at: 2026-04-11 07:53:06
url:
https://news.bgov.com/bloomberg-government-news/social-security-crisis-must-be-on-2028-agenda-rahm-emanuel-says


title: whitehouse.gov: Fact check president trump will always protect social security medicare
node_name: Trump No-Cut Pledge Lock
created_at: 2026-04-11 07:53:06
url:
https://www.whitehouse.gov/releases/2025/03/fact-check-president-trump-will-always-protect-social-security-medicare/


node_name: Trump No-Cut Pledge Lock
created_at: 2026-04-11 07:53:06
url:
https://pennsylvaniaindependent.com/politics/trump-breaks-promise-cut-social-security-administration-funding-closures/

title:
pennsylvaniaindependent.com: Trump breaks promise cut social security administration funding closures


node_name: Trump No-Cut Pledge Lock
created_at: 2026-04-11 07:53:06
url:
https://www.foxnews.com/politics/trump-says-public-entitlements-like-social-security-medicaid-wont-touched-gop-budget-bill

title:
foxnews.com: Trump says public entitlements like social security medicaid wont touched gop budget bill


title: fortune.com: Millennials richest generation on record great wealth transfer from baby boomers
node_name: Great Wealth Transfer SS Substitution
created_at: 2026-04-11 07:53:06
url:
https://fortune.com/2025/03/28/millennials-richest-generation-on-record-great-wealth-transfer-from-baby-boomers/


title: sites.lsa.umich.edu: The great wealth transfer and its implications for the american economy
node_name: Great Wealth Transfer SS Substitution
created_at: 2026-04-11 07:53:06
url:
https://sites.lsa.umich.edu/mje/2025/04/03/the-great-wealth-transfer-and-its-implications-for-the-american-economy/


title: post-gazette.com: Social security broke save politicians partisan 2028 election voting pledge lede
node_name: Convergent Crisis Architecture 2029-2032
created_at: 2026-04-11 07:53:06
url:
https://www.post-gazette.com/opinion/guest-columns/2026/04/06/social-security-broke-save-politicians-partisan-2028-election-voting-pledge-lede/


