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Yttrium

GE Vernova boosts yttrium reserves as rare-earth pressure intensifies

December 10, 2025
GE Vernova is working with the U.S. government to secure additional yttrium supplies amid tightening global availability. According to information reported by Reuters, the company has now stockpiled enough material to support turbine manufacturing into 2025 and potentially into 2026. While no detailed timeline was provided, GE Vernova confirmed that alternative materials are being evaluated in case market conditions deteriorate further.


















Evertiq-IM-Alistair-Jones

Guys, can we please stop inflating orders?

July 10, 2025
We are all aware that the semiconductor industry is highly volatile. But that’s not just because of the market itself; in fact, a substantial part is self-inflicted. Because, in times of shortages, companies panic and place inflated orders with multiple manufacturers or suppliers. We see the same thing happening again now with DDR4. Samsung, which captures about half of the DRAM market, has announced that it will wind down its DDR4 production by the end of 2025. This is causing a ripple effect that we have seen time and again.












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