AI in Semiconductors
2026-10-19
Can a radioactive ore like monazite help secure the global AI chip supply chain?
The answer hinges on whether we can scale processing despite thorium’s regulatory burden. The Saskatchewan plant was meant to produce 40 tonnes of rare earths per month by 2024 — now delayed to late 2027. This shows how even well-funded projects face massive delays. The full story is in this deep dive: https://spectrum.ieee.org/monazite-rare-earth. The real challenge isn’t the mineral — it’s the infrastructure and policy to handle it. How can we balance strategic autonomy with environmental safety in semiconductor supply chains?
Source: https://spectrum.ieee.org/monazite-rare-earth
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Source data: Source: IEEE Spectrum · Published October 15, 2026
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Diane Hart Alexander, Chair & CEO, ALEX Companies · Designated Broker · #574877-B · George Arnold Alexander III, Director, ALEX Companies · Associate Broker · #574878-B
Texas Real Estate Commission Information About Brokerage Services · TREC Consumer Protection Notice · trec.texas.gov

