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AI’s Relentless Appetite Is Reshaping the Global Semiconductor Supply Chain
What’s Driving Demand Where Supply Is Coming Under Pressure The Gap Between Supply and Demand = Pricing Risk Component Pricing Trends (Spot & Contract) Summary of Supply / Demand Pressure Caveats and What to Watch Next Executive Takeaway The Great Consumer: A Portrait of Insatiable AI - An AI short story... The global semiconductor market is once again at an inflection point—this time not from pandemic lockdowns or logistics snarls, but from a surge in demand driven by artifi

Jack Russell
Oct 23, 20255 min read


Starlink in Commercial Transactional Environments — Pros, Cons & Deployment Best Practices
Explore the real advantages and limitations of Starlink internet for commercial operations. A balanced, fact-based analysis for business decision makers.

Jack Russell
Oct 9, 20253 min read
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