This week on Chips Weekly by Diana, we dive into four headline-making moves in the semiconductor world: a rare-earth minerals deal between the U.S. and China, Micron’s breakout Q3 earnings fueled by HBM demand, AMD’s rising stock driven by AI chip momentum, and a fascinating new startup building superconducting AI chips. Plus, an Industry Spotlight on how materials, memory, and compute systems are reshaping chip strategy from the ground up.

🎙️ Topics covered:

• U.S.–China rare-earth deal & chip supply chains
• Micron’s AI-fueled memory surge
• AMD’s expanding role in AI compute
• Snowcap Compute and superconducting chip innovation
• Industry Spotlight: Why materials and systems now define strategic advantage

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