ISSUE 001 · The Aroko Letter
Taiwan Triage
Semiconductor geography concentrates AI’s single largest point of geopolitical failure
The inaugural issue of The Letter: what would actually have to happen to relocate advanced-node fabrication away from Taiwan, and on what timeline — versus what merely gets said about it.
Key takeaways
- Issue 1. The chip-geography half of the founding argument that later becomes the Grid-Silicon Order.
READ THE FULL ISSUE Published in full, free, on Beehiiv.
Forecasts this issue put on the watchlist
Resolved: held Raw MaterialsTaiwan LNG spot procurement activity (CPC Corp., next 30 days from publication).
Bloomberg LNG tracker, CPC Corp. — near-term
Open Grid Connections & Local ApprovalMISO/SPP fast-track interconnection filings, Q2 2026.
FERC filings, LBNL Queued Up — Q2 2026
Resolved: held Power EquipmentHyperscaler behind-the-meter power announcements, next 6 months from publication.
SEC filings, NRC license applications — 6 months
Resolved: held Grid Connections & Local ApprovalPJM Base Capacity Auction clearing price, June 2026.
PJM auction results — June 2026
Resolved: held FinancingAnthropic legal challenge trajectory, next 90 days from publication.
Federal court filings — 90 days
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