AltaScient

Welcome to this week’s edition of AltaScient’s Complimentary Critical Minerals Insights , where we highlight the latest developments shaping supply security, trade policy, and market dynamics. As we projected in May 2025 , licensing, inconsistencies, and approval delays are causing operational issues for sectors including automotive. Investment and export control announcements are creating high volatility in stock market. Cobalt ban turns to quotas and Li reserves are going up - similar...

Outlook The past week underscored intensifying realignment across the semiconductor industry: OpenAI’s partnerships with AMD and Nvidia exemplifies strategic diversification in AI hardware and infrastructure build; Meta’s Rivos acquisition adds to a growing trend of in-house chip development; This captive play will intensify the market concentration. Taiwan’s stance for a 50-50 production split proposal reaffirms sovereignty amid U.S. industrial re-shoring plans. The tightening export...

Outlook: The semiconductor industry continues to show strong momentum, with TSMC extending its growth streak on AI and HPC demand,...