Fixing the GaN Problem

·ChinaTalk··

In the semiconductor industry, the Trump administration is striving to bring back critical technologies that slipped out of our hands decades ago. The U.S. has attracted billions of dollars in investment to stimulate cutting-edge logic manufacturing, the development of EUV lithography, and HBM production. However, the semiconductor ecosystem is a lot more than just AI chips. And if the administration wants secure supply chains, it should focus on another rising material: gallium.Just as Pluto is...

Read full article →

Related Articles

Between Two Nerds: How AI will upset state cyber competition
Patrick Gray · Risky Bulletin · 25d ago
The Quantum Industrial Base
Jordan Schneider · ChinaTalk · 9d ago
No Jensen, Not All Compute is Created Equal
Aqib Zakaria · ChinaTalk · 10d ago
DeepSeek V4
Irene Zhang · ChinaTalk · 11d ago
WarTalk: Out of Ammo + Polymarket
Jordan Schneider · ChinaTalk · 14d ago