GlobalFoundries signs letter of intent with the U.S. Department of Commerce for a $300 million award to accelerate U.S. silicon photonics leadership
The funding agreement supports additional US silicon photonics capacity, which can expand future supply of chips and related components.
Source →The trace
How it reaches your house.
Starting from Micron Technology, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
GaAs/SiGe RF semiconductor chips →supply upEmergency communications equipment
This good has a 0.95 dependency strength on GaAs/SiGe RF semiconductor chips, so additional chip supply should materially improve its availability.
86% confidenceGaAs/SiGe RF semiconductor chips →Stands to benefitBroadcom Inc.AVGO
Broadcom takes a large 40% share of this input, so more GaAs/SiGe RF chip supply should significantly ease its downstream sourcing needs.
74% confidenceGaAs/SiGe RF semiconductor chips →Stands to benefit
Where it lands
What you buy, and what you own.
Goods you buy
Emergency communications equipment · Semiconductors and chips · Specialty chips
In the MyPRIA app, this is checked against your own holdings.