Browsing Tag
GlobalFoundries
21 posts
Monolithic Power Systems (MPWR) AI revenue surges 165% as $1.2bn quarter tests manufacturing capacity
Monolithic Power Systems has crossed $1 billion in quarterly revenue for the first time, driven by extraordinary growth in power-management products for AI servers. Management is expanding manufacturing capacity and preparing technologies for 800-volt data centres, but rising operating expenses and supply requirements will influence the profitability of the next growth phase.
GlobalFoundries wins $2bn TSMC AI packaging agreement with production set for 2028
GlobalFoundries will manufacture silicon interposers for Taiwan Semiconductor Manufacturing Company's advanced packaging ecosystem under a five-year agreement valued at $2 billion. The contract strengthens the US semiconductor supply chain, but the production timetable and investment requirements mean financial benefits will develop over several years.
Quantinuum adds GlobalFoundries to quantum supply chain after $100m U.S. award
Quantinuum has finalized a $100 million CHIPS research and development award to expand U.S. trapped-ion quantum manufacturing, bringing GlobalFoundries and Monarch Quantum deeper into a supply chain that must become far more industrial before fault-tolerant systems can scale.
BrainChip (ASX: BRN) cash falls 36% as customer receipts equal 7.2% of six-month burn
BrainChip Holdings Ltd (ASX: BRN) ended June with US$20.3 million after customer receipts covered only a small fraction of operating cash use. The AKD1500 launch must now turn production silicon and licensing agreements into repeatable revenue.
GlobalFoundries (GFS) secures $300m US backing for AI silicon photonics push
GlobalFoundries’ $300 million US photonics award targets AI data bottlenecks, but government equity, manufacturing yields and falling $GFS remain key tests.
BrainChip finally has production chips in customers’ hands. Is ASX: BRN ready to turn the corner?
BrainChip has moved its AKD1500 neuromorphic processor into commercial shipments, but the BRN share price shows the market remains unconvinced about the speed and scale of customer adoption.
BrainChip (ASX:BRN) ships AKD1500 chips, but can customer orders finally unlock revenue?
BrainChip is shipping AKD1500 chips, but order sizes remain hidden. ASX:BRN needs production revenue to turn an AI milestone into a rerating.
Quantum stocks rally as Trump signs executive orders on federal quantum push
Trump signs two quantum executive orders mandating federal quantum-resistant encryption by 2031, sending QNT, IBM, RGTI, and QBTS sharply higher. Read more.
ASML to equip Tata Electronics’ $11bn Dholera fab as India’s first 300 mm plant nears ramp
India's first commercial 300 mm fab had everything except lithography. Tata Electronics just signed ASML, the only company that could complete the stack.
Quantum computing has a power problem. Quantum Motion thinks silicon can solve it
Quantum needs scale without data-centre chaos. Quantum Motion’s $160m raise tests whether silicon can make quantum commercially viable.