{"title":"Materials in AI infrastructure: 577 signals in the last 90 days","domain":"AI infrastructure","tag":"materials","name":"Materials","type":"Topic","description":"Materials as input for compute and data centers, power generation and storage and distribution, and fabrication of physical robots ","url":"https://www.frontiertechintelligence.com/signals/ai-infra/materials","count_90_days":577,"count_13_months":1501,"latest":"2026-10-31","trend":"October 2026 had 191 signals against an average of 176 for Jul to Sept: level.","per_month":[{"n":95,"month":"2026-05"},{"n":112,"month":"2026-06"},{"n":137,"month":"2026-07"},{"n":114,"month":"2026-08"},{"n":276,"month":"2026-09"},{"n":191,"month":"2026-10"},{"n":0,"month":"2026-11"}],"companies_named_most":[{"name":"Wolfspeed","mentions":17,"url":"https://www.frontiertechintelligence.com/companies/wolfspeed"},{"name":"NVIDIA","mentions":15,"url":"https://www.frontiertechintelligence.com/companies/nvidia"},{"name":"Intel","mentions":14,"url":"https://www.frontiertechintelligence.com/companies/intel"},{"name":"Samsung Electronics","mentions":12,"url":"https://www.frontiertechintelligence.com/companies/samsung-electronics"},{"name":"Infineon","mentions":11,"url":"https://www.frontiertechintelligence.com/companies/infineon"},{"name":"TSMC","mentions":11,"url":"https://www.frontiertechintelligence.com/companies/tsmc"},{"name":"OpenAI","mentions":10,"url":"https://www.frontiertechintelligence.com/companies/openai"},{"name":"SpaceX","mentions":9,"url":"https://www.frontiertechintelligence.com/companies/spacex"}],"headlines":[{"date":"2026-10-31","headline":"Anduril will assemble Blue Chip laptops at Arsenal One in Ohio with about 90% U.S. or allied parts.","outlet":"Moonshots with Peter Diamandis","companies":[{"name":"Anduril","url":"https://www.frontiertechintelligence.com/companies/anduril"}]},{"date":"2026-10-31","headline":"Intel reported PC sales down, driven by expensive memory chips.","outlet":"Moonshots with Peter Diamandis","companies":[{"name":"Intel","url":"https://www.frontiertechintelligence.com/companies/intel"}]},{"date":"2026-10-31","headline":"Wenge AI demonstrated an AI-assisted hydrogen-production catalyst design workflow at the Tencent Global Digital Ecosystem Summit.","outlet":"PR Newswire, all releases","companies":[{"name":"Tencent","url":"https://www.frontiertechintelligence.com/companies/tencent"}]},{"date":"2026-10-30","headline":"XtalPi expanded its Singapore partnership through the MARVEL-AI program.","outlet":"Tech in Asia","companies":[]},{"date":"2026-10-30","headline":"Ibiden plans a KRW 1.28 trillion investment to expand AI-server CPU substrate capacity","outlet":"The Elec","companies":[{"name":"Ibiden","url":"https://www.frontiertechintelligence.com/companies/ibiden"}]},{"date":"2026-10-30","headline":"Samyang Corp. unveiled an ultrapure-water ion exchange resin for next-generation semiconductor manufacturing.","outlet":"The Elec","companies":[]},{"date":"2026-10-29","headline":"Shin-Etsu Chemical posted record quarterly operating profit of ¥212.1 billion.","outlet":"BigGo","companies":[{"name":"Shin-Etsu Chemical","url":"https://www.frontiertechintelligence.com/companies/shin-etsu-chemical"}]},{"date":"2026-10-29","headline":"Wolfspeed signed a multi-year agreement to supply 1200V SiC devices to BorgWarner.","outlet":"semiconductor-today.com","companies":[{"name":"Wolfspeed","url":"https://www.frontiertechintelligence.com/companies/wolfspeed"}]},{"date":"2026-10-29","headline":"Gaon Cable won a KRW 120 billion AI data-center power-cable order.","outlet":"The Elec","companies":[]},{"date":"2026-10-29","headline":"Samsung is facing capacity limits in logic-chip manufacturing and higher construction costs.","outlet":"Golem","companies":[{"name":"Samsung Electronics","url":"https://www.frontiertechintelligence.com/companies/samsung-electronics"}]}]}