Tag: Rapidus

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If you believe in Hobbits you can believe in Rapidus

If you believe in Hobbits you can believe in Rapidus
by Robert Maire on 12-20-2024 at 6:00 am
Categories: Semiconductor Advisors, Semiconductor Services
2 Comments

Rapidus Fab Japan

– Semicon Japan super crowded but outlook still uncertain/muted
– Slow analysts finally capitulate on weakening 2025 WFE outlook
– Article confirms our view on chip equip lobbying for China sales
– TSMC continues dominate, China slows, Samsung/Intel weak

Semicon Japan crowded but muted

We attended… Read More

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ASML moving to U.S.- Nvidia to change name to AISi & acquire PSI Quantum

ASML moving to U.S.- Nvidia to change name to AISi & acquire PSI Quantum
by Robert Maire on 04-01-2024 at 10:00 am
Categories: Semiconductor Advisors, Semiconductor Services
3 Comments

Moving to the US
  • Nvidia changing name to AISi (AI silicon) reflecting business focus
  • Nvidia to buy PSI Quantum to combine AI & quantum efforts
  • ASML to move to U.S. to reduce China & employee restrictions
  • New Japanese consortia firms join Rapidus & IBM fab team

Nvidia renaming to reflect AI reality

Nvidia which is now clearly seen as … Read More