The Only Vertically Integrated Full-Stack Quantum Platform Company End-to-end innovation, engineering, manufacturing, and deployment — Across quantum computing, quantum networking, quantum sensing, and quantum security + Important Information and Where to Find It In connection with the acquisition described in this presentation (the "Transaction"), IonQ, Inc. ("IonQ") intends to file with the Securities and Exchange Commission (the "SEC") a Registration Statement on Form S-4 (the "Registration Statement") w ...

The Only Vertically Integrated Full-Stack Quantum Platform Company End-to-end innovation, engineering, manufacturing, and deployment — Across quantum computing, quantum networking, quantum sensing, and quantum security + Important Information and Where to Find It In connection with the acquisition described in this presentation (the "Transaction"), IonQ, Inc. ("IonQ") intends to file with the Securities and Exchange Commission (the "SEC") a Registration Statement on Form S-4 (the "Registration Statement") w ...

Quantum computing firm IonQ said on Monday it would buy chipmaker SkyWater Technology for about $1.8 billion, in a deal that would bring semiconductor manufacturing in-house and boost the development ... ...

由于SkyWater的"美国本土制造"属性，IonQ现在更容易获得美国国防部及安全部门的长期巨额合同。这 种"类国防股"的稳定性是纯技术型公司不具备的。像IonQ这样拥有自有代工厂(通过SkyWater)的公司， 在2026年可能会获得显著的估值溢价。因为它们解决了量子计算商业化最大的瓶颈：供应链自主。 IonQ最近成立了联邦部门(IonQ Federal)，收购SkyWater将加强其在支持美国国防部及国家安全项目中的 地位。 IonQ首席执行官Niccolo de Masi表示，这笔交易符合特朗普重振美国芯片制造业的目标。SkyWater自诩 为一家完全位于美国的芯片代工厂，而其同行则大多位于亚洲和欧洲。总部位于马里兰州的IonQ是一 家量子计算硬件和软件公司，是众多希望将这项技术推向主流的公司之一。 SkyWater是美国唯一的纯代工(Pure-play)半导体代工厂。IonQ通过将其收归旗下，获得了受信任的美国 本土生产线，解决了量子芯片(QPU)从设计、原型到大规模量产的供应链风险。 据报道，量子计算公司IonQ Inc.(IONQ.US)已同意收购SkyWater Technology(SKYT. ...

Core Viewpoint - Halper Sadeh LLC is investigating the fairness of the sale of SkyWater Technology, Inc. to IonQ, which involves a cash payment of $15.00 and $20.00 in IonQ common stock for SkyWater shareholders [1]. Group 1: Investigation Details - The investigation focuses on whether SkyWater and its board violated federal securities laws and fiduciary duties by not ensuring the best possible consideration for shareholders [2]. - Concerns include whether IonQ is underpaying for SkyWater and whether all material information necessary for shareholders to assess the merger consideration was disclosed [2]. Group 2: Potential Actions - On behalf of SkyWater shareholders, Halper Sadeh LLC may seek increased consideration, additional disclosures, and other relief related to the proposed transaction [3]. - The firm operates on a contingent fee basis, meaning shareholders would not incur out-of-pocket legal fees or expenses [3]. Group 3: Firm Background - Halper Sadeh LLC represents global investors affected by securities fraud and corporate misconduct, having recovered millions for defrauded investors [4].

COLLEGE PARK, Md. & BLOOMINGTON, Minn.--(BUSINESS WIRE)--IonQ (NYSE: IONQ), the world's leading quantum company, and SkyWater Technology (NASDAQ: SKYT), the largest exclusively U.S.-based, pure-play semiconductor foundry, today announced they have entered into a definitive agreement pursuant to which IonQ will acquire SkyWater for $35.00 per share in a cash-and-stock transaction, subject to a collar, implying a total equity value of approximately $1.8 billion. "This transformational acquisition enables IonQ ...

Core Insights - IonQ is actively collaborating with the U.S. government and has been engaging in multiple deals to expand its business [1] Group 1: Company Activities - IonQ is involved in partnerships with the U.S. government, indicating a strategic focus on government contracts and projects [1] - The company has been on a deal spree, suggesting aggressive growth and expansion strategies [1]

When I wrote about SkyWater Technology, Inc. ( SKYT ) last January, the appeal was pretty simple. The business was strategically important, very early in its scaling journey, and priced like that was its final form, so to speak. I think theI’m Emmanuel Onwusah—a financial analyst, writer, and recovering engineer. I hold FMVA® and BIDA® certifications from the Corporate Finance Institute, and I spend most of my time creating pitch decks, building models, analyzing companies, and trying to make sense of where ...

Summary of SkyWater Technology Conference Call Company Overview - **SkyWater Technology** is the largest exclusively U.S.-based pure-play semiconductor foundry, serving both commercial and U.S. defense customers. The company operates facilities in Minnesota, Florida, and Texas, focusing on foundational nodes and advanced packaging to support critical infrastructure and supply chain resilience [1][9][10]. Core Business Model - SkyWater employs a **technology as a service** model, which emphasizes monetized R&D capabilities and partnerships with the U.S. government for domestic sourcing. The company has shifted focus from aerospace and defense to include quantum foundry technologies [9][10][14]. Facilities and Capabilities - **Minnesota**: Development center focusing on aerospace, defense, and quantum technologies. - **Florida**: Advanced packaging center with a $120 million program for wafer fan-out solutions, expected to produce prototypes in the second half of the year. - **Texas**: Volume manufacturing facility acquired to diversify into industrial and automotive sectors, enhancing scalability [10][12][14]. Market Trends and Positioning - There is a growing demand for U.S.-made semiconductors, driven by the need for critical infrastructure and supply chain resilience post-COVID. SkyWater aims to capture this demand by focusing on non-consumer markets [13][14]. - The company anticipates an upcycle in semiconductor demand and is positioned to benefit from emerging technologies, particularly in quantum computing and advanced packaging [13][14]. Federal Funding Environment - The federal funding landscape remains unpredictable, with potential government shutdowns impacting budgets. However, SkyWater has developed a strong A&D business and is prepared to navigate these challenges [19][20]. - Increased defense budgets are expected to positively impact SkyWater's ATS (Advanced Technology Services) business [21][22]. Fab 25 Insights - Fab 25 is the most advanced 200-millimeter fab in the U.S., currently producing 65-nanometer NOR Flash products and qualifying 45-nanometer products. The facility is expected to generate approximately **$80 million in quarterly revenue** [26][30]. - The acquisition of Fab 25 has increased SkyWater's wafer capacity from 100,000 to 500,000 wafers annually and added 180 engineers, enhancing ATS revenue potential [27][28]. Quantum Computing Business - SkyWater services various qubit modalities, including silicon, superconducting, and ion trap qubits. The company has established unique capabilities in cryo-electronics and advanced packaging, which are critical for quantum technologies [35][36]. - The quantum computing segment is projected to grow at a **30% rate**, with expectations for continued customer acquisition and product development [42][43]. Revenue Outlook - SkyWater anticipates total revenue of around **$600 million** for 2026, with significant contributions from Fab 25 and customer-funded tooling [44][46]. - The company is focused on converting ATS customers to wafer services, with timelines varying based on technology maturity [49][50]. Risks and Opportunities - Potential risks include delays in government funding and reliance on Infineon for revenue. However, there are numerous opportunities for growth, particularly if government budgets are released as expected [47][48]. - The company is exploring partnerships with Asian foundries to enhance domestic sourcing capabilities, which could provide additional revenue streams [55][56]. Strategic Goals - SkyWater's primary goals include executing A&D platforms, establishing the quantum foundry, and transitioning the Texas facility to a foundry model while backfilling it with new customers [59][60]. This summary encapsulates the key points discussed during the conference call, highlighting SkyWater Technology's strategic positioning, market trends, and future outlook.

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