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Engineering Blog for High Performance Insights


Analyzing Cost Down Opportunities During Redesign Efforts
MANAGEMENT BRIEF: We analyze cost down opportunities during redesign efforts. Coupling LTBs may present options that extend life and reduce product cost—maybe. Cost reduction is critical for product profitability. It ensures that investments yield high returns. During redesign efforts, we focus on identifying opportunities. The aim is to enhance efficiency while minimizing engineering redesign and manufacturing expenses. Last Time Buy (LTB) from a component manufacturer can
Scott Ludwick
Jul 254 min read


The Bridge and the Redesign - How to manage parts obsolesce
MANAGEMENT BRIEF: We discuss how to manage parts obsolescence. Companion to the Rationed by the Boom. From Reaction to Platform Transition Instrument “Rationed by the Boom” established the problem: AI-driven wafer allocation has sunset the memory standards beneath long-life OT platforms while those platforms sit at peak deployment, and the standard mitigations — last-time buys, qualified crosses, redesigns — each carry costs the generic playbooks understate. This brief addr
Scott Ludwick
Jul 254 min read


The Flow Down - How CRA Reaches Component Vendors
SECURITY BRIEF: We look at the CRA impact to component vendors and what it means for OT device suppliers. The Cyber Resilience Act names one primary obligor: the manufacturer who places a product with digital elements on the EU market under its own name. Read narrowly, that puts the compliance burden on the device maker — the relay vendor, the RTU manufacturer, the drive OEM — and leaves the supply chain beneath them untouched. That narrow reading is already failing in pract
Scott Ludwick
Jul 257 min read


Legacy memory - Rationed by the AI Boom
EXECUTIVE BRIEF: Legacy memory is under pressure caused by the AI boom. This paper seeks to show why this is happening and what to do about it. 172% DRAM price increase across 2025, with further rises forecast through 2026 30+ weeks Lead times for industrial-grade memory modules, up from a historical 8–10 23% Share of global DRAM wafer capacity now consumed by HBM — up from 8% The Unforeseen Inversion In the second half of 2025, a pricing anomaly appeared that appeared to
Scott Ludwick
Jul 227 min read


Low Cost LLM Alternatives - Should we use them?
POSITION NOTE: There are a number of low-cost alternatives to incumbent LLMs - In this brief we discuss Pioneer LLMs that represent low-cost alternatives to incumbents and explore the current geopolitical and commercial landscape. ~130% INCREASE IN CODE VULNERABILITIES IN ONE CHINESE MODEL UNDER A U.S.-GOVERNMENT PERSONA (BOOZ ALLEN, MAY 2026) 60–90% STICKER-PRICE DISCOUNT OF CHINESE FRONTIER MODELS AGAINST TOP U.S. EQUIVALENTS 30%+ SHARE OF WEEKLY U.S. ENTERPRISE AI TOKEN U
Scott Ludwick
Jul 207 min read


Trends in Real Time OT Compute Technologies
EXECUTIVE BRIEF: We examine trends in real time control compute hardware Executive Summary For seventy years, the question “what controls the machine” had one answer: a ruggedized, single-purpose box on a DIN rail, programmed in a language that looked like a relay schematic. That answer is no longer singular. Market data through mid-2026 shows the traditional PLC market still growing at a healthy 4–11% compound annual rate depending on the research house consulted — but grow
Scott Ludwick
Jul 128 min read
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