Silicon & Steel
Gaurav Singh Chaudhary, Silicon & Steel .Semiconductor & supply chain research and intelligence. The hidden chain behind chips and supply.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 35 | Last Issue | 6 days ago | Active |
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Founder’s Talk Ep 04: When AI meets procurement, the price comes before the negotiation
The fourth episode in a series of Silicon & Steel Founder’s Talk conversations with the founders building what’s next. Today’s guest is Arkestro’s Edmund Zagorin.
Say your company buys 40,000 parts a year. Every one of those has a price so...
Can the West Free Itself from China's Control of Critical Elements? (3/3)
Silicon & Steel · Critical Minerals Edition
Part 3 of 3. Part 1 set out the chokepoint, Part 2 the ladder of controls. This part is the way out, and how far away it is.
How exposed America actually is
The loose version of this claim is t...
China’s Timeline to Controlling the Periodic Table (2/3)
Silicon & Steel · Critical Minerals Edition
Part 2 of 3. Part 1 showed where the chokepoint really sits: in the furnace, not the mine. This part is how Beijing built the lever, and what it has cost so far.
China did not flip one switch
I...
China Controls the Periodic Table & Our Core Industries
⚡ Silicon & Steel · Critical Minerals Edition
Part 1 of 3: the chokepoint nobody drew on the map
Ever wondered why a country that mines almost none of something can still switch it off for everybody else?
That is the position China is i...
West Wants Nuclear for AI. Russia Controls the Fuel.
In May 2024, Congress banned Russian uranium. Last year, American reactors still bought more enriched uranium from Russia than from any plant in America.
That is not a loophole, and it is not an oversight. It is what happens when a count...
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