#SupplyChainIntelligence
Research from imec on August 12 outlined two distinct futures for advanced semiconductors.

One paper tackles the fundamental contact challenges for 2D GAA CFETs at the A2 node. A second proposal.
https://leansupplai.com/en/news/29458

#SemiconductorInnovation #SupplyChainIntelligence #FutureTech
August 13, 2026 at 2:02 PM
Sandisk's Q4 earnings call on August 5 was a warning shot for NAND flash buyers. Forget volume. Two-thirds of the company's sequential revenue growth came directly from higher pricing.

That pricing power.
https://leansupplai.com/en/intel/brief

#NANDFlash #Procurement #SupplyChainIntelligence
August 10, 2026 at 2:02 PM