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The Substrate Problem Nobody Named
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1 Articles
The Substrate Problem Nobody Named
What This MeansSpace-grade semiconductors depend on two input categories that almost no prime contractor has mapped below the wafer level: ultra-high-purity neon gas, historically sourced at 90% concentration from Ukrainian industrial byproduct, and silicon wafer substrates supplied by a duopoly in which SUMCO Corporation and GlobalWafers together hold a dominant share of the market. The Altana report on Chinese component dependencies drew atten…
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