StatementDog | AI & Tech Supply Chains
@statementdog

Tracking the companies and technologies behind the AI buildout. Research informed by company interviews, site visits, analysts, and industry experts.

Joined June 2024
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AI Agent Adoption Is Still Very Low

A few days ago, I was talking with Wei-Yu about working with AI. I鈥檝e been impressed by Astra lately, from cross-checking information to handling everyday tasks on my computer. Much of the work I used
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From Semiconductor Materials to AI Supply Chain Research: A Conversation with @semivision_tw
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From Semiconductor Materials to AI Supply Chain Research: A Conversation with SemiVision

Jett started his semiconductor career in his family's materials trading business, working with back-end materials and distributing US chemicals. The family later established its own materials company.

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AI Demand Squeezes Consumer Supply, While Server NAND Prices Rise Faster Than Consumer NAND in 2H26

NAND Flash prices are still rising, but the increases are slowing in the second half of 2026. In past memory cycles, that usually meant supply and demand were coming back into balance. StatementDog

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AI Memory Bottlenecks Push Phison Into Systems and Software

Phison founder and CEO K.S. Pua sees a business opening in AI's memory limits. Companies can buy more GPU computing power and still lack the memory capacity their workloads require. Phison is

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Some CPO assembly steps require six-axis active alignment to maximize optical power. Speed and repeatability then affect both manufacturing throughput and yield.
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How Chieftek Extends Miniature Motion Control From CPO to Robot Hands

CPO packaging can require six-axis active alignment because a fiber array must reach the position and angle that maximize optical power, then return to the same point after adhesive is applied.
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AI is expanding cybersecurity beyond enterprise networks into agent guardrails and counter-drone software. We interviewed CyCraft (7823 TT), a security vendor with 300+ customers, 90%+ of 2025 revenue from subscriptions and an 86.3% gross margin in 1Q26.
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How AI Is Expanding Cybersecurity

CyCraft says the financial institutions it works with already run more than 100 AI agents each, creating new demand for model testing, access control and runtime guardrails. StatementDog interviewed

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We interviewed Michael Huang, president of V5 Technologies (7822 TT), to understand how advanced packaging is reshaping semiconductor inspection鈥攆rom AOI and submicron metrology to wafer warpage, X-ray risk and AI-assisted review. Read the full interview:
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Why AI Chips Need More Inspection

AI accelerators combine a compute die with multiple HBM stacks inside one package. A defect found late can put several finished components and the completed packaging work at risk. StatementDog
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Agentic AI Is Accelerating Data Growth, Setting Up Higher HDD Volumes and Pricing From 2H26 to 1H27

The latest updates from Seagate $STX and Western Digital $WDC point to a tighter nearline HDD market through 2027 and beyond. This report reviews the outlook for the HDD industry and the supply chain

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Panel-Level Packaging (PLP): Outlook, Competitive Landscape and Supply Chain

Introduction For the past decade, high-end chip packaging has run on wafer-level technologies: FOWLP, InFO, CoWoS, SoIC. AI chips are now outgrowing them. NVIDIA's ($NVDA) Hopper GH100 die measures
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