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China’s refining dominance and dumped critical minerals have crushed ex-China project economics, freezing new supply just as grid and AI demand rise.
China’s refining dominance and dumped critical minerals have crushed ex-China project economics, freezing new supply just as grid and AI demand rise.
TSMC's commitment to a pure-play foundry model has concentrated market power, allowing it to claim 69.9% of the global foundry market and command a 59.9% gross margin in 2025.
Federal price caps limiting GLP-1 treatments to $350 monthly force pharmaceutical companies to trade premium margins for mass-market volume.
