Megan Reiss notes, "People concerned about tariffs are very interested in moving their supply chains out of China as quickly as possible because they see it as the potential for everything to get really expensive, really quickly." This highlights the urgency among businesses to adjust their supply chains amid tariff concerns.
Reiss emphasizes the dependency on rare earth minerals, stating, "Our technology is dependent on these rare earth minerals. China has a lot of opportunity to turn off the spigot." This underlines the critical risk of relying heavily on China's supply for essential tech components.
Discussing strategies for supply chain resilience, Reiss mentions, "Friend shoring, or moving supply chain, manufacturing, and operations to non-adversarial countries to have continuity, is one step to derisking tech's supply chain." This illustrates a proactive approach in response to geopolitical risk.
Reiss points out the significance of export controls, noting, "The potential for export controls and sanctions are also top of mind for SolidIntel's rare earth mineral clients. These raw materials serve as the building blocks for wafters, and semiconductors that power advanced AI chips." This highlights the intricate interdependence of tech and raw minerals.
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