Search the radar

ASML capacity plan highlights the physical bottleneck behind AI demand

South Korea discusses accelerated semiconductor capacity investment with Samsung and SK Hynix

DriveNets raises $410 million to scale networking infrastructure for large AI deployments

DriveNets raises $410 million to scale networking infrastructure for large AI deployments

South Korean groups commit $195 billion to AI, robotics and advanced manufacturing

Sourceability warns of longer semiconductor lead times and price pressure

LG adds an 80%-automated glass-powder line and a second production base in Vietnam

Micron backs domestic silicon-wafer capacity with financing and a ten-year agreement

Vertiv opens Malaysian manufacturing facility for AI and high-density infrastructure

EU Joins Pax Silica to Reduce Dependence on Chinese AI Supply Chains

Executive Director, Cell Therapy Global Supply Chain Planning

RISK: AI demand intensifies global memory-component allocation pressure

EVENT: Farnborough opens with AI defence systems and aerospace capacity constraints in focus

EVENT: Aluminium China opens with intelligent-manufacturing and restructuring themes

Martín Chávez shows how Claude can accelerate Demand Driven planning and DDMRP analysis

AI chip demand must be planned through tool capacity, not headline demand

Semiconductor revenue signals must be separated from usable capacity

AI-infrastructure growth is becoming an industrial-material planning problem