Tag: supply chain
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Manufacturing, supply chain and materials bottlenecks (the outcome layer): where the lab cell meets the gigawatt-hour — why LFP won, and why the next generation stalls at scale
Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice. All market-share, capacity and cost figures are attributed to their agency or company source (IEA, USGS, BNEF, or the company itself), and “measured/operational (shipped)” figures are separated from “announced/projected” ones. Because this piece…
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Sodium-ion vs LFP — the abundance-and-cost story inverts at the outcome layer, where the deciding variable is cumulative scale, not chemistry
Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice. All cell-property and cost figures are attributed to the specific cell, company announcement or institution (IEA, Benchmark); company claims, IEA/Benchmark projections and vendor targets are kept separate. Cross-cell properties differ in unit, chemistry…
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Computing’s Single Point of Failure: Why the Semiconductor Supply Chain Is Tied to a Few Places on the Map
Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice. The 30-second version What. The ultimate bottleneck for AI and computing is neither chip performance (physics) nor capital (economics), but a geopolitical structure in which advanced logic, EUV lithography, HBM, and upstream materials…
Uthando Nethemba 