Sila lands $1.4B Pentagon loan as militaries demand more batteries | TechCrunch
… Most of today’s lithium-ion battery anodes use graphite, and the supply chain for the material is dominated by Chinese companies . …
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SK Hynix raises $26.5B in the biggest foreign IPO in US history, is urged to build new US fabs | TechCrunch
…Investors often cite factors such as complex corporate governance structures, low shareholder returns, regulatory uncertainty, and geopolitical risks related to North Korea to justify why companies from that country don’t command…
Lululemon backs nylon-recycling startup Syntetica in $30M Series A | TechCrunch
… It is indeed quite unusual for a supply chain actor to invest in a player that hasn’t scaled yet. …
ASML CEO Christophe Fouquet on his company's monopoly: no one is coming for us | TechCrunch
… The big question everyone has is whether the supply chain can keep pace with demand. Can it? The demand is such that the market overall will be supply-limited for quite a bit. …
Nicolas Sauvage is betting on the boring parts of AI | TechCrunch
… Chinese manufacturers, the report found, are compressing the design-build-test cycle for physical products in ways Western supply chains aren't yet equipped to match. …
Five architects of the AI economy explain where the wheels are coming off | TechCrunch
Earlier this week, five people who touch every layer of the AI supply chain sat down at the Milken Global Conference in Beverly Hills, where they talked with this editor about everything from chip shortages to orbital data centers to the possibility that the whole architecture that undergirds the t… …