AI Chips

Silicon photonics wafer glowing with optical light beams inside a semiconductor foundry

GlobalFoundries (GFS): Silicon Photonics and the Quantum Foundry Bet

Jeffrey Bong AI Chips, Photonics, Quantum Computing

GlobalFoundries (GFS): Silicon Photonics and the Quantum Foundry Bet Every technology ecosystem needs a foundation, and in semiconductors that foundation is the foundry: the company that actually manufactures the chips others design. GlobalFoundries (Nasdaq: GFS) has spent years as the quiet builder in that role, the third-largest pure-play foundry in the world behind Taiwan Semiconductor…

Leave a comment AI Data Center, CHIPS Act, Co-Packaged Optics, Foundry, GFS, GlobalFoundries, Quantum Computing, Semiconductor, Silicon Photonics

Micron Technology (MU) Stock Analysis 2026: Why HBM Memory Is the Real Bottleneck of the AI Supercycle

jack BJS AI Chips

Micron: The HBM Titan Powering the AI Revolution 1. Introduction: The Hidden Bottleneck of Artificial Intelligence While the world fixates on Nvidia’s GPUs as the “brains” of artificial intelligence, a quiet crisis, and opportunity, has emerged in the “memory” of these systems. The most powerful AI chips in existence, from the H100 to the Blackwell…

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