Antonio Cardenas

weekly USD price points  for DDR4 16Gb eTT  and DDR5 16Gb eTT  from publicly available ChinaFlashMarket (CFM) tables Welcome to the January edition of AltaScient’s Semiconductors Monthly Insights , where we analyze the supply-chain disruptions, pricing signals, and policy actions shaping global semiconductor markets at the start of the year. Key Takeaways Memory markets remain structurally tight , with AI, accelerator, and HBM demand continuing to absorb incremental wafer capacity. Pricing...

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. January’s biggest signals were clear: processed minerals are now treated as a national security trade issue; public capital is scaling into rare earths  and midstream ; traceability enforcement remains...

Welcome to this edition of AltaScient’s Complimentary Critical Minerals Insights , where we highlight the latest developments shaping supply security, traceability enforcement, infrastructure investment, and geopolitical positioning across strategic minerals markets. As we have consistently highlighted throughout 2025, control over refining, transport corridors, and compliance regimes is becoming as important as mine supply itself . Developments in November and December reinforced this trend,...