It may simply be a question of timing, media attention, and the direct involvement of the #2 person in the line of POTUS succession, but the arrival today of a House Speaker Pelosi-led U.S. …
The Quantum List: Companies leveraging quantum effects for real world functionality and security
The principals at OODA have tracked the science and technology of quantum technologies for decades, including closely watching the emergence of commercial firms leveraging quantum effects for …
A lesson from the Ukraine war: Secure our semiconductor supply chains
There are many lessons emerging from Russia’s invasion of Ukraine, and others yet to be discerned. One insight that the war has reinforced concerns the tremendous strategic value of semiconductors. …
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The Current State of the U.S. Semiconductor Industry Shows Signs of Strategic Strength
Featured Image Source: SIA 2022 Annual Report Cover In March, we extended our tracking of minerals for semiconductor production to the annual Unites States Geological Survey (USGS) 2022 List of …
Global Computer Chip Supply Chain Disruptions – An Update
Based on the insights garnered from our November 2021 Stratigame on the Global Computer Chip Supply Chain Disruption, the following are some of the recent developments up and down the global …
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Why Supply Chains Are Entering Third Year of Chaos: QuickTake
For two years, the pandemic threw the vital but usually invisible world of logistics into a tailspin, creating shortages of goods including masks, memory chips, plastic polymers, paper towels and …
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Open-Source Intelligence Resources: The USGS 2022 List of Critical Minerals
Moody’s Analytics economist Tim Uy wrote in a recent report: “The greatest risk facing global supply chains has shifted from the pandemic to the Russia-Ukraine military conflict and the geopolitical …
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Nvidia Admits Hackers Stole Employee and Internal Data
Nvidia, a US chip giant, has confirmed that it suffered from an apparent ransomware attack on its networks. Nvidia stated that it appears some internal data was stolen after originally making few …
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A Warning for the U.S. Chip Industry: Russian Retaliation Could Hit Supply of Key Materials
Overview A report released in early February by Techcet, a market research company, provides a breakdown of the Russian and Ukraine-source material critical to the semiconductor manufacturing …
Mark Zuckerberg’s metaverse will require computing tech no one knows how to build
The technology necessary to power the metaverse doesn’t exist. It will not exist next year. It will not exist in 2026. The technology might not exist in 2032, though it’s likely we will have a few …