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Memory Is Surging Alongside AI Gold and silver bullion are not the only commodities reaching record highs. Memory prices are rising as well. In recent years, demand for DRAM has surged as artificial intelligence (AI) systems expand at an unprecedented pace. Large language models (LLMs) such as ChatGPT and Claude require enormous amounts of memory to train and run, and the data centers that power these systems consume DRAM at a scale rarely seen before. At the same time, high

Welcome to this edition of AltaScient’s Complimentary Critical Minerals Insights, where we highlight the most consequential developments from the past month shaping supply security, processing capacity, traceability enforcement, and geopolitical leverage across critical mineral supply chains. March developments point to a system under increasing strain—not from lack of resources, but from constraints in execution, capital, and coordination . Supply chains are becoming more f

Welcome to the March edition of AltaScient’s Semiconductors Monthly Insights, where we analyze the supply-chain dynamics, pricing signals, and policy developments shaping global semiconductor markets as Q1 demand continues to evolve. March developments reinforce a critical shift: the semiconductor market is no longer simply tight—it is becoming structurally imbalanced , driven by AI-centric demand concentration, backend bottlenecks, and execution constraints across the supp