Nations Compete for Critical Minerals Amidst Rising Global Demand

Countries are trying to get important minerals needed for technology and clean energy. China leads in processing these minerals, causing global competition and new strategies.

#CriticalMinerals, #GlobalEconomy, #CleanEnergy, #SupplyChain, #Technology

newsletter.tf/countries-minera…

Many countries need special minerals for things like electric cars and clean energy. China is a big supplier, so other countries are looking for new ways to get these minerals. This is causing a global race to find and control these important resources.

#CriticalMinerals, #GlobalEconomy, #CleanEnergy, #SupplyChain, #Technology

newsletter.tf/countries-minera…

Global Scramble for Critical Minerals Intensifies Amidst Supply Chain Concerns

Countries are trying hard to get important minerals for technology and defense. This is because demand is high and supply chains are a worry. Learn why this matters.

#CriticalMinerals, #Technology, #SupplyChain, #GlobalEconomy, #ResourceSecurity

newsletter.tf/countries-minera…

Many countries need special minerals for things like phones, cars, and defense. Demand is growing, and countries want to make sure they can get these minerals. They are working together and looking for new ways to find them.

#CriticalMinerals, #Technology, #SupplyChain, #GlobalEconomy, #ResourceSecurity

newsletter.tf/countries-minera…

PC DRAM Contract Pricing Approaches 100% QoQ Surge

TrendForce’s latest forecast signals a structural price shock across the memory and storage stack. Contract pricing for PC DRAM is projected to exceed 100% QoQ, while conventional DRAM, server DRAM, NAND, and enterprise SSDs are all seeing double-digit to near-triple-digit increases. The key driver is not traditional PC demand—it is the capacity reallocation toward HBM4 and AI infrastructure, which is tightening supply for mainstream memory.

buysellram.com/blog/trendforce…

#PCDRAM #DRAM #MemoryMarket #HBM #AIInfrastructure #ServerMemory #DataCenter #ITAssetRecovery #Semiconductor #SupplyChain #Samsung #Micron #SKHynix #tech

Hot take: It should be illegal and impossible in practice for any oligopoly to just buy the entire supply of specific products in advance and starve everyone else depending on it.

Especially in cases where not even the manufacturers do trust these potential "buyers" enough to scale up their production to compensate for that sudden increase in demand.

#AI #Economy #SupplyChain #Tech #RiskManagement

India joined the US Pax Silica initiative on Friday Feb. 20, which is described as a secure, resilient, and innovation-driven supply chains. thestatesignal.com/india-joins…

#thestatesignal #news #breakingnews #politics #technology #ai #artificialintelligence #usa #india #paxsilica #tech #semiconductors #government #signatory #latestnews #supplychain #internationanews

Food Waste Rises as Automation Outpaces System Adaptation

New technology in food systems is causing more food waste. Systems need to adapt to new automation to stop food from spoiling.

#FoodWaste, #Automation, #SupplyChain, #FoodSystems, #Technology

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New technology is making food systems faster, but the systems that manage food are not changing quickly enough. This means good food is being wasted because it cannot reach people. We need to update how we manage food data and make decisions.

#FoodWaste, #Automation, #SupplyChain, #FoodSystems, #Technology

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To surrender the capability to manufacture mature semiconductors (22nm) is to surrender the sovereignty of our Automotive, Health, and Defence sectors.

Dependency is a political choice. We cannot "audit" our way to resilience. We must build it. The cost of a foundry is high. The cost of inaction is our future. #Geopolitics #SupplyChain #Sovereignty #tech

Why Laptops and Smartphones Are Getting More Expensive?

The answer is not inflation. It is wafers.

In today’s market, every DDR5 module, HBM stack, LPDDR chip, and SSD starts from the same 300mm silicon wafer. When manufacturers allocate those wafers to AI-grade memory for data centers, they are no longer available for PCs, smartphones, or consumer devices.

buysellram.com/blog/the-2026-g…

#MemoryPricing #DRAM #NANDFlash #SSD #DataCenter #SupplyChain #Tech #HBM #DDR5 #LPDDR5X #NVMe #WaferCapacity

Why Laptops and Smartphones Are Getting More Expensive?

The answer is not inflation. It is wafers.

In today’s market, every DDR5 module, HBM stack, LPDDR chip, and SSD starts from the same 300mm silicon wafer. When manufacturers allocate those wafers to AI-grade memory for data centers, they are no longer available for PCs, smartphones, or consumer devices.

buysellram.com/blog/the-2026-g…

#MemoryPricing #DRAM #NANDFlash #SSD #DataCenter #SupplyChain #Tech #HBM #DDR5 #LPDDR5X #NVMe #WaferCapacity