Five interlocking domains
Each area shares the same backbone: who controls the inputs, where the bottlenecks are, and which companies sit in the supply chain. Start anywhere.
Critical Minerals
Interactive map of 68 critical materials — locations, industry uses, full supply chains, and a value-vs-chokepoint risk dashboard.
Open the map →Semiconductors
The chip stack — design, foundries, EUV equipment, and the gallium/germanium/silicon inputs that gate the whole industry.
Explore →Space
Launch, satellites, and propulsion — and the rare-earth magnets, superalloys, and titanium that make hardware survive orbit.
Explore →AI
The compute build-out — GPUs, HBM memory, networking, and the power, copper, and rare earths behind the data-center boom.
Explore →Robotics
Industrial arms to humanoids — actuators, sensors, and the NdFeB/SmCo magnets at the heart of every motor.
Explore →Value & Risk
The cross-cutting view: which inputs are both high-value and high-chokepoint across every one of these domains.
See the dashboard →Why this matters
Every frontier technology runs on a narrow set of physical inputs, and those inputs are concentrated in a handful of countries and companies. Understanding the supply chain is understanding the strategic and investment landscape.
- China refines ~90% of rare-earth magnets and ~95% of gallium
- A single Brazilian company supplies most of the world's niobium
- One Dutch firm (ASML) makes every EUV lithography machine
How to read these pages
- Critical Minerals is the data engine — every material with locations, uses, supply chain, tickers, and a risk score.
- The four domain pages frame an industry, then surface the exact minerals that power it — click any to jump into its full profile.
- Everything is cross-linked: a chip on the AI page opens the same material's mine-to-buyer chain.