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Ayar Labs is a Silicon Valley-based company developing optical interconnect solutions for chip-to-chip communications. The company's core technology replaces traditional copper-based electrical interconnects with silicon photonics-based optical I/O, enabling significantly higher bandwidth, lower latency, and reduced power consumption in data transfer between chips. Ayar Labs' flagship products include the TeraPHY optical I/O chiplet and the SuperNova light source. The TeraPHY chiplet integrates alongside host processors to convert electrical signals to optical, allowing data transmission via fiber optics. As of March 2024, Ayar Labs demonstrated a 16 Tbps bi-directional bandwidth solution, capable of driving 256 optical carriers - a level of performance crucial for AI workloads. The company's technology aims to address bandwidth bottlenecks in various applications, including artificial intelligence, high-performance computing, data centers, and telecommunications. Ayar Labs utilizes a chiplet architecture, designed to be packaged with compute tiles from other chipmakers using open standards like Universal Chiplet Interconnect Express (UCI-express). The company's optical I/O technology is manufactured by GlobalFoundries using its GF Fotonix platform.
Key customers and partnerships
Ayar Labs has secured strategic partnerships with several industry leaders. The company is collaborating with NVIDIA to develop next-generation AI infrastructure based on optical I/O technology. This partnership aims to address the increasing bandwidth demands of AI and machine learning workloads. Ayar Labs is also working with Hewlett Packard Enterprise (HPE) to enhance future versions of HPE's Slingshot interconnect switching systems. The collaboration focuses on developing high-performance networking solutions and novel disaggregated system architectures. Additionally, Ayar Labs has partnered with Corning Incorporated to create an optical leadership solution by coupling Ayar Labs' TeraPHY optical I/O chiplets with Corning's glass waveguide module. Ericsson is also involved in this AI-driven solution as part of their technology exploration for future mobile systems. Furthermore, Ayar Labs is working with Teramount to showcase a concept for the next-generation TeraVERSE detachable connector, designed to meet the infrastructure demands of next-generation AI.

efabless connects a global community of chip designers with smart product customers. The company was founded to revive demand-driven innovation in the semiconductor industry. The company brings back the ''Garage'' to the vocabulary of the semiconductor industry. Efabless builds products that spark from effective customer-centric innovation, engineered by great talented minds across the globe and manufactured by their dependable foundry partners.

Ayar Labs develops a monolithic in-package optical I/O (MIPO) solution for applications that require high bandwidth, low latency, and power-efficient short-reach interconnects. The company disrupts the traditional performance, cost, and efficiency curves of the semiconductor and computing industries by driving improvement in interconnect bandwidth density at lower power. Its patented approach uses industry-standard cost-effective silicon processing techniques to develop high speed, high density, low power optical-based interconnect “chiplets” and lasers to replace traditional electrical-based I/O. Ayar’s flagship product is a chip called TeraPhy that implements its optical technology on compact silicon die. The chip can be integrated directly into a central processing unit, graphics card, or another processor to give it optical data transmission capabilities. The Emeryville, California-headquartered company was established in 2015 by Alex Wright-Gladstein, Vladimir Stojanovic, Chen Sun, and Mark Wade.

At Aquantia, all three elements are present in abundance. Aquantia benefits from team members with a depth of diverse technology development expertise, signal processing innovation and an adherence to lean and agile management practices. Their engineers were at the forefront of  the Fast Ethernet and Gigabit Ethernet product deployments, and are among the best in production silicon design. Meet their leadership team, or the board and investors to see their guidance, financial backing and the company they've built.

Everspin Technologies develops and manufactures integrated magnetic products It was founded in 2008 and is headquartered in Chandler, Arizona.

GlobalFoundries is an American full-service semiconductor foundry that manufactures integrated circuits in high volume. The company’s client portfolio includes AMD, Broadcom,Qualcomm, and STMicroelectronics. GlobalFoundries operates multiple semiconductor fabrication facilities (fabs) across the globe, providing a variety of advanced technology nodes for manufacturing semiconductor wafers. These facilities are equipped to produce chips based on different process technologies, including FinFET and FD-SOI (Fully Depleted Silicon On Insulator).   GlobalFoundries has five 200mm fabrication plants in Singapore, and two 300 mm fabrication plants each in Germany and Singapore, along with a new 300mm fabrication plant in Malta, Saratoga County, New York.  GlobalFoundries was established on March 2, 2009 and is headquartered in Santa Clara, California.

<div> GlobalFoundries Inc. (Nasdaq: GFS) is one of the world's leading semiconductor foundries, manufacturing chips for a wide range of applications and industries. Founded in 2009 as a spin-off from AMD's manufacturing arm, GlobalFoundries has grown to become the third-largest semiconductor foundry globally by revenue. GlobalFoundries operates manufacturing facilities, known as fabs, across three continents - in the US, Germany, and Singapore. The company's flagship Fab 8 facility is located in Malta, New York, which also serves as its corporate headquarters. GlobalFoundries produces over 2.2 million wafers annually (300mm equivalent) across its global manufacturing footprint. GlobalFoundries offers a diverse portfolio of semiconductor manufacturing platforms and solutions, focusing on feature-rich and specialized technologies rather than pursuing the most advanced process nodes. The company serves over 250 customers across five key end markets: automotive, communications infrastructure and data center, home and industrial IoT, smart mobile devices, and aerospace &amp; defense. Major customers include Qualcomm, AMD, NXP Semiconductors, and General Motors. In recent years, GlobalFoundries has made significant investments to expand its manufacturing capacity and capabilities. In September 2023, the company opened a USD 4 billion facility expansion in Singapore. In February 2024, GlobalFoundries received USD 1.5 billion in funding from the US CHIPS and Science Act to support capacity expansions in New York and Vermont. These investments aim to strengthen GlobalFoundries' ability to meet growing demand for semiconductors in key markets like automotive and aerospace &amp; defense. GlobalFoundries reported revenue of USD 7.4 billion in fiscal year 2023. The company employs approximately 12,000 people globally and holds around 9,000 patents. GlobalFoundries continues to focus on innovation and partnerships to drive growth, recently announcing advancements in its 22FDX platform and new collaborations with customers like General Motors and Infineon for automotive semiconductors. </div>

U.S. finalizes $1.5B Chips Act award for GlobalFoundries to boost local manufacturing (NASDAQ:GFS)

Companies that develop low-power, high-performance semiconductors for sensors, wearables, and other connected devices.

Companies that develop semiconductors that can support high-bandwidth and low-latency requirements of 5G networks and other wireless communication technologies.

Companies that develop semiconductors that focus on automotive applications such as advanced driver assistance systems (ADAS) and autonomous driving as well as in-car entertainment and communication systems.

Companies that develop semiconductors to improve the performance of data center infrastructure.

Companies developing semiconductors for other emerging tech applications, including quantum and edge computing.

Quantum information processing is slowly becoming a reality, ushering in a new technological era.

Quantum Computing

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 The quantum computing company Diraq, operating out of Sydney, has recently reached a new record for control accuracy in a quantum processor. They achieved a 99.9% accuracy using the familiar silicon wafer technology. The device incorporates a silicon spin qubit, constructed in a 300 mm foundry setting, using typical CMOS materials and processes.
 With this device, advanced qubit control and measurement techniques become possible. These include real-time feedback, a streamlined method for qubit initialization, control of voltage pulse shaping, and cutting-edge analysis techniques like gate set tomography (GST) and randomized benchmarking.
 Making this high-performance qubit device available lays the groundwork for high-quality qubits and standard CMOS transistors to be combined onto a single chip. This is a crucial step towards the production of commercially viable, error-corrected quantum computers that could house millions of qubits. Diraq intends to harness existing semiconductor foundry capabilities to manufacture quantum processor chips on a broad scale. In relation to this, a company known as GlobalFoundries has been contracted to produce a batch of sample chips for Diraq later this year.&nbsp;
 
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