Steven’s Substack
Steven GlinertMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 4 | Subscribers | Read | glinert.co |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Why Taiwan Matters (Actually), Part I
This is a two part series on the conflict between the United States and China over Taiwan, a topic that I acknowledge has been quite exhaustively written about. I thought I’d do a nice twist on the genre. Part I is non-fiction and sets up t...
China Just Kicked Us in the Shins on Gallium
## Introduction
How Trump and the Republicans can fix the CHIPS Act
The CHIPS Act represents a critical step toward securing America's semiconductor industry. But opportunities for improvement remain. While the Act has already shown promise in attracting major investments from chipmakers like TSMC and Samsu...
Coming soon
This is Steven's Substack.
Authors
The writers behind this newsletter.
Sold my first company, Kinta AI. We built optimization software for manufacturing. I'm currently the CEO of Sphere Semi, a semiconductor company still in stealth. I write about national security, chips, and other things I find interesting.
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