
Nvidia, Meta, Samsung back materials foundry to escape rare-element dependency
Major chip manufacturers including Nvidia, Meta, and Samsung have formed a materials foundry to develop alternatives to rare elements currently embedded in semiconductor production. This consortium signals growing concern over supply-chain vulnerability and cost exposure as AI infrastructure scales. Reducing dependence on scarce materials directly impacts chip yield, manufacturing timelines, and ultimately the pace at which AI companies can expand compute capacity. The initiative reflects a broader shift toward vertical integration of the semiconductor stack, where AI leaders are taking direct control over hardware constraints that previously limited their scaling velocity.66




























