SkyWater is currently the only company that it fully controls, with all its factories located in the United States, and it is a pure-play foundry. 3D chips are the absolute core of DARPA’s Electronics Resurgence Initiative (ERI). SkyWater, the project’s implementer, will collaborate with MIT and Stanford University to turn the 3D chip research and development concept into a reality capable of large-scale industrial production within the next three years.
Tag: GFS
China is monopolizing world’s chip mature process
China’s mature process chip capacity will account for about 28% of the global market by 2025, according to IDC estimates, and industry association SEMI says that figure could grow to 39% by 2027
Rapidus will be TSMC’s strongest rival in the near future
Rapidus is a chip foundry supported by the Japanese government. It has been given only one mission–to revitalize Japan’s semiconductor industry, which was once the world’s number one but was strangled by the United States.
How’s IBM performing these years?
How’s IBM performing? 12 years ago, IBM’s market value was about the same as Microsoft’s, But what now? IBM’s current market value is only one-sixteenth of Microsoft’s!
What are silicon photonics? Why it’s important? and current progress
Silicon photonics technology is a technology that integrates optical components such as laser devices with silicon-based integrated circuits to achieve high-speed data transmission, longer transmission distances and low power consumption through light instead of electrical signals. Additionally, it provides lower latency.
How low-key Marvell makes money?
Marvell was the sixth largest professional semiconductor designer in the world by revenue at the end of 2023.
ASIC market is getting bigger, and related listed companies in the US and Taiwan
650 Group estimates that the data center customized chip market will grow to $10 billion this year and double by 2025, while Needham analyst Charles Shi said that by 2023, broader customization ASIC market is worth approximately US$30 billion, accounting for approximately 5% of global annual chip sales.
TSMC gets emerging and serious challenges
TSMC gets serious crises, there is only one major crisis for TSMC in the future, and that is “geopolitics”. And I personally think the situation is very bad for TSMC
The rebirth and fall of 4 major technology stocks in 10 years
Rebirth and fall of 4 technology stocks, Ten years ago, in early November 2011, Microsoft’s market capitalization was about $124.7 billion, and Intel was about $127 billion; the two were almost on par. However, as of November 4, 2021, Microsoft is 2.53 trillion US dollars, Intel is about 204.1 billion US dollars; Microsoft’s market value has caught up with Apple’s market value at the end of October, 12 times that of Intel!
How AMD makes money? A rare case of turning defeat into victory
The stock price has risen from the lowest point of US$ 1.66 on September 28, 2015 (close to the threshold of delisting), and it has risen to US$ 137.5 at an alarming rate in only 6 years, which is an almost impossible task. Shares rose 148% in 2019, making it the biggest gainer for the year in the S&P 500 and Philadelphia Semiconductor Index, surging 21-fold in ten years. I mentioned AMD in my book of “The Rules of Super Growth Stocks Investing”