October 31, 2025

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Good morning! In today’s issue, we’ll dig into the all of the latest moves and highlight what they mean for you right now. Along the way, you’ll find insights you can put to work immediately

— Ryan Rincon, Founder at The Wealth Wagon Inc.

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When people think about “technology,” they picture phones, laptops, or maybe AI robots. But the real magic of modern tech starts with something so small you can barely see it — semiconductors.

These microscopic chips are the backbone of nearly every digital device you use — from your smartphone to your car, your smartwatch, even your refrigerator. Yet, behind their tiny size lies one of the most competitive and innovative industries on the planet.

Let’s explore how semiconductors evolved, why they matter more than ever, and what’s coming next in the chip-powered future.

At a basic level, a semiconductor is a material — usually silicon — that can conduct electricity sometimes, but not always. This on-and-off ability makes it perfect for controlling electrical signals, just like tiny light switches that make digital logic possible.

In modern chips, billions (yes, billions) of these microscopic switches called transistors are packed together on a piece of silicon smaller than your fingernail.

These chips power:

Semiconductors aren’t just another tech product — they’re the foundation of the global economy. Without them, the digital world grinds to a halt.

In fact, according to McKinsey & Company, the global semiconductor market could reach $1 trillion by 2030 — up from around $600 billion in 2024. That’s because every new wave of innovation — AI, electric vehicles, smart cities — needs more chips, not fewer.

Here’s what’s driving this massive growth:

As one Intel executive put it, “Chips are the new oil” — powering everything from communication to computing to energy efficiency.

For decades, the semiconductor industry followed a pattern known as Moore’s Law — the idea that the number of transistors on a chip doubles roughly every two years, making computers faster and more powerful.

But we’re reaching physical limits: transistors are now only a few nanometers wide — smaller than a virus. So, how do we keep advancing?

Chipmakers like TSMC, Intel, Samsung, and NVIDIA are tackling this challenge through:

These breakthroughs are redefining how fast — and how efficiently — our devices can compute.

It’s not just about tech — it’s also about global power.

Semiconductors are so vital that they’ve become the center of international competition. The U.S., China, South Korea, Japan, and the EU are all investing billions to secure their own chip manufacturing capabilities.

Why? Because whoever controls chip production holds influence over the digital future.

The CHIPS and Science Act in the U.S. alone is injecting $52 billion into domestic semiconductor manufacturing. Meanwhile, China is racing to build self-sufficiency amid trade restrictions.

This “chip race” could shape global innovation, economies, and even diplomacy for decades.

Here’s what’s coming soon in the semiconductor world:

Semiconductors may be invisible to most people, but they’re the unsung heroes of modern life. They make AI smarter, cars safer, and gadgets more powerful.

In the words of Pat Gelsinger, CEO of Intel, “If it’s digital, it runs on semiconductors.”

The next time you stream a movie, unlock your phone with your face, or drive your car, remember: somewhere inside, millions of microscopic transistors are hard at work — quietly shaping the future.

I hope you enjoyed today’s issue of The Wealth Wagon. If you have any questions regarding today’s issue or future issues feel free to reply to this email and we will get back to you as soon as possible. Come back tomorrow for another great post. I hope to see you. 🤙

— Ryan Rincon, CEO and Founder at The Wealth Wagon Inc.

_^Disclaimer: This newsletter is for informational and educational purposes only and reflects the opinions of its editors and contributors. The content provided, including but not limited to real estate tips, stock market insights, business marketing strategies, and startup advice, is shared for general guidance and does not constitute financial, investment, real estate, legal, or business advice. We do not guarantee the accuracy, completeness, or reliability of any information provided. Past performance is not indicative of future results. All investment, real estate, and business decisions involve inherent risks, and readers are encouraged to perform their own due diligence and consult with qualified professionals before taking any action. This newsletter does not establish a fiduciary, advisory, or professional relationship between the publishers and readers.