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Supply Chain

Supply Chain

+3

PCB Story 4: The Map, From Where PCB Comes

Oct 1, 2026

•

6 min read

PCB Story 4: The Map, From Where PCB Comes

In under three years, nearly 60 Chinese and Taiwanese circuit board makers built factories in Thailand. To understand why, you need two maps and one uncomfortable number.

Gaurav Singh Chaudhary
Gaurav Singh Chaudhary

Supply Chain

+3

PCB Story 3: Can We Get Rid of the Circuit Board?

Sep 30, 2026

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6 min read

PCB Story 3: Can We Get Rid of the Circuit Board?

It is easy to assume chips will eventually outgrow the board. In July 2026, the most closely watched AI rack in the world was reportedly delayed by one year.

Gaurav Singh Chaudhary
Gaurav Singh Chaudhary

Supply Chain

+3

PCB Story 2: Your AI Cluster Runs on Cloth

Sep 29, 2026

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6 min read

PCB Story 2: Your AI Cluster Runs on Cloth

NVIDIA, Microsoft, Google, Amazon and Apple have reportedly secured their share of one Japanese company's woven glass. Here is why a fabric decides what a computer can do.

Gaurav Singh Chaudhary
Gaurav Singh Chaudhary

Supply Chain

+3

PCB Story 1: Why Your PCB Quote Went Up

Sep 28, 2026

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8 min read

PCB Story 1: Why Your PCB Quote Went Up

Circuit board orders ran 60% ahead of shipments in May. For buyers outside AI, the issue is less about price than place in the queue.

Gaurav Singh Chaudhary
Gaurav Singh Chaudhary

Supply Chain

+3

The S&S Weekly Pulse - The Week Memory Broke the Market

Aug 4, 2026

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6 min read

The S&S Weekly Pulse - The Week Memory Broke the Market

DRAM triples, Microsoft's $450B day, and the AI buildout collides with the grid — five reads on chips, capacity, and capex.

Gaurav Singh Chaudhary
Gaurav Singh Chaudhary

Supply Chain

+1

Why Your Prescription Keeps Running Out

Jul 2, 2026

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2 min read

Why Your Prescription Keeps Running Out

America's drug shortages just hit a two-decade record, and the cause and the cure both run through a supply chain that begins where almost nobody is looking.

Silicon & Steel .
Silicon & Steel .

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