# The Chip Sovereignty Myth: Why the Real AI Battle Is Fought in Packaging, Not Fabs - Date: 2026-04-23 - Category: Space & Aerospace TSMC CoWoS packaging is sold out through 2026. NVIDIA has locked up most of the capacity. Google cut its TPU target by a quarter. Nations are spending billions on chip fabs. The real chokepoint is one step downstream. ---