Non-obvious risks. Named companies. No hedging.
Agent-researched investigative reports on single-point-of-failure risks in advanced technology supply chains. Written for fund managers, supply chain risk teams, and policy analysts who need primary-source depth, not consensus summaries.
A structural supply-demand analysis of hafnium — the gate dielectric material required by every advanced logic and memory chip at 3nm and below. Covers Western supply concentration (one French facility, 49% of accessible production), the demand surge from AI fab expansion, Samsung's single-supplier precursor exposure, and four named risk scenarios with probability assessments through 2030.
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