Core Viewpoint - Japan is on a mission to reclaim its leadership in advanced chip manufacturing, emphasizing national importance and strategic initiatives to reduce reliance on foreign suppliers [1][13][15]. Funding and Investment - Rapidus Corporation has secured a total of 267.6 billion yen (approximately $1.7 billion) from both government and private investors, with 100 billion yen (around $641 million) coming from Japan's Information-Technology Promotion Agency [2][3]. - The remaining 167.6 billion yen (about $1 billion) was raised from 32 private companies, including major firms like Canon, Fujitsu, and SoftBank, indicating strong private sector support for Japan's semiconductor strategy [4][5]. Technological Development - Rapidus aims to mass-produce 2-nanometer logic chips by 2027 and has already produced a 2nm GAA test chip, achieving a transistor density of 237 MTr/mm² [6][7]. - The company is focused on enhancing chip performance through R&D in areas such as semiconductor integration, chiplet design, and 3D packaging, with a growing demand for 2nm technology from over 60 companies [8][9]. Strategic Vision - Rapidus is positioned to restore Japan's prominence in the global semiconductor market, supported by a partnership between government and private firms, which provides stability and scale [13][14]. - The IIM-1 fab in Chitose, Hokkaido, is set to be a key facility for 2nm chip production, aligning with Japan's broader goals of high-tech innovation and industrial resilience [14][16]. Long-Term Growth and Innovation - The company plans to continue raising funds through public and private capital increases to ensure steady progress towards mass production by 2027 [17]. - Rapidus aims to create opportunities not only in chip manufacturing but also in next-gen applications such as AI, edge computing, and robotics, reinforcing Japan's position as a major supplier in the semiconductor industry [18][19].

格隆汇2月26日｜博通向Fujitsu交付一款全新客制化人工智能芯片设计，通过堆栈组件以节省能源，并 预期大型数据中心营运商将于今年稍后时间采用有关技术。公司客制化芯片部门市场营销副总裁Harish Bharadwaj表示，有关堆栈设计可在提升能源效率的同时，实现更高数据传输量。 ...

Core Insights - Broadcom anticipates selling at least 1 million 3D stacked chips by 2027, which could generate significant revenue, potentially worth billions of dollars [2][3] Product Development - The 1 million chip projection includes various designs beyond the initial Fujitsu chip, utilizing a stacking technology that enhances data flow speed and energy efficiency [3][4] - Broadcom's stacking technology allows customers to create chips with greater processing power while consuming less energy, addressing the increasing demands of AI applications [4] Market Position - Broadcom's AI chip revenue is expected to double year-over-year to $8.2 billion in its first fiscal quarter, positioning the company as a major competitor to Nvidia and AMD in the semiconductor market [6] - The company collaborates with tech giants like Google and OpenAI to develop custom AI chips, leveraging its engineering expertise to translate designs into manufacturable chips [5][6] Manufacturing Collaboration - Fujitsu is utilizing Broadcom's technology for a data center chip, with Taiwan Semiconductor Manufacturing Co (TSMC) fabricating the chip using advanced 2-nanometer and 5-nanometer processes [7] - Broadcom plans to release two additional products based on its stacking technology in the latter half of the year and aims to sample three more designs by 2027 [8]

Core Insights - Broadcom has begun shipping the industry's first 2nm custom compute SoC utilizing its 3.5D eXtreme Dimension System in Package (XDSiP) platform, which integrates advanced semiconductor technologies for enhanced performance and efficiency [1][3] Group 1: Technology and Innovation - The 3.5D XDSiP platform is foundational for next-generation XPUs, enabling high signal density, power efficiency, and low latency to meet the demands of large-scale AI clusters [2] - The integration of 2.5D techniques and Face-to-Face (F2F) technology in the 3.5D XDSiP allows for independent scaling of compute, memory, and network I/O in a compact form factor [2][3] - The launch of this technology represents a significant milestone in semiconductor integration, combining 2nm process innovation with advanced 3D integration to enhance compute density and energy efficiency [3] Group 2: Strategic Partnerships and Market Impact - Broadcom's collaboration with Fujitsu highlights the strategic importance of the 3.5D XDSiP technology in supporting Fujitsu's FUJITSU-MONAKA initiative for high-performance, low-power processors [3] - The advancements in Broadcom's 3.5D platform capabilities are set to support a broader customer base, with shipments expected to commence in the second half of 2026 [3]

The benchmark The Nikkei index lost some steam over the course of the session as markets digested ​the chipmaker Nvidia's results, analysts said."Since it was widely expected that NVIDIA would post strong results, and it did, this has prompted some profit-taking ​for the moment," said Yutaka Miura, senior technical ⁠analyst at Mizuho ‌Securities.The Nikkei's 14-day relative strength index (RSI) was slightly above ​the 70-mark that ​indicates gains have stretched too far and are poised ⁠to reverse.Live Even ...

Ac t i o n | Google TPU sales to grow 4x or ~$65B by FY27 — We model FY26/27 AI revenues of $63B/$102B driven by better-than-expected TPU ramps. We believe AVGO's five announced customers are Google, Meta, Bytedance, Anthropic and Fujitsu based on supply chain discussions, while its two additional engagements are with OpenAI and Apple. Gross margin dilution from Anthropic rack shipments — Given Anthropic's estimated ~$10B rack sales in 2H26 and ~$11B in 1H27 (per AVGO), which we assume ~55% gross margins, w ...

China restricts exports to 40 Japanese entities it says are contributing to Japan’s “remilitarization.”FILE - Paramilitary soldiers and a police officer with a sniffer dog march past the main entrance gate of China's Ministry of Commerce, in Beijing, on April 3, 2025. (AP Photo/Andy Wong, File)BANGKOK -- China restricted Tuesday exports to 40 Japanese entities it says are contributing to Japan's “remilitarization,” in the latest escalation of tensions with Tokyo. Beijing has shown continued displeasure with ...

Core Insights - The report by Global Info Research focuses on the global NVMe-oF storage area network systems market, providing comprehensive analysis and insights into market size, key regions, major manufacturers, and industry trends [1][4] - The global NVMe-oF storage area network systems revenue is projected to reach approximately $9,775 million by 2025 and is expected to grow to $54,273 million by 2032, with a compound annual growth rate (CAGR) of 27.6% from 2026 to 2032 [1][3] Market Size and Growth Potential - The report aims to determine the total market size of NVMe-oF storage area network systems globally and in key countries/regions [3] - It assesses the growth potential of the NVMe-oF storage area network systems market and forecasts future growth for various products and end markets [3] Competitive Landscape - The report analyzes major participants in the NVMe-oF storage area network systems market based on parameters such as company profile, sales volume, revenue, pricing, gross margin, product portfolio, geographic distribution, and key developments [3] - Key companies covered in the report include Dell Technologies, Hewlett Packard Enterprise, Netapp, IBM, Huawei, Hitachi Vantara, Pure Storage, Inspur, Lenovo, Fujitsu, Oracle, Broadcom, Marvell, Micron Technology, Samsung Electronics, Western Digital, Kioxia, Vast Data, Weka, and Lightbits Labs [3][4] Market Drivers and Challenges - The report provides insights into the driving factors, constraints, opportunities, and key developments such as new product launches or approvals affecting the NVMe-oF storage area network systems market [4]

Core Insights - Lockheed Martin's shares have increased by 17.8% in the past month, significantly outperforming the Zacks Aerospace-Defense industry's growth of 4% [1][8] - The company benefits from a strong presence across various military branches and defense IT programs, leading to high switching costs and long-term government commitments [1][4] Company Performance - Lockheed Martin has secured a $328.5 million Foreign Military Sales contract for advanced infrared sensing technology, enhancing its position in international defense markets [5][8] - The F-35 program is a key growth driver, contributing approximately 27% of total consolidated net sales in 2025, with a backlog of 368 jets [10][20] - The company's Aeronautics segment reported a year-over-year sales growth of 6.4% in Q4 2025 [10] Financial Metrics - The Zacks Consensus Estimate for Lockheed Martin's 2026 earnings per share (EPS) has increased by 0.47% over the past 60 days, with a long-term earnings growth rate projected at 14.69% [12] - Lockheed Martin has consistently beaten earnings estimates in the past four quarters, with an average surprise of 14.01% [14] - The company's total debt to capital ratio stands at 76.35%, which is higher than the industry average of 51.29% [15] Valuation - Lockheed Martin's forward 12-month price-to-sales (P/S) ratio is 1.78X, which is a discount compared to the industry's average of 2.73X, indicating a lower price relative to expected sales growth [17] Market Outlook - The rising U.S. defense budget and key contract wins are expected to strengthen Lockheed Martin's global reach and innovation capabilities [19] - Despite the positive growth projections, the company faces financial pressures and higher debt levels, suggesting that new investors may want to wait for a better entry point [20]

Group 1 - A significant selloff in global software stocks has continued, driven by concerns over the impact of artificial intelligence on these companies' business models [1][2] - European data analytics, professional services, and software stocks have experienced declines, particularly affecting companies like RELX and Wolters Kluwer, which fell nearly 3% [2][3] - The London Stock Exchange Group's shares dropped by 6%, following a nearly 13% decline the previous day, while Indian IT exporters and Japanese software firms also saw sharp declines [3] Group 2 - The selloff is occurring amid fears of a potential tech bubble, with analysts expressing concerns about long-term growth assumptions that extend beyond typical forecast horizons [4] - Investor sentiment remains low, with software companies facing multiple risks, including competition from AI-native firms and clients developing in-house solutions [5] - The launch of Anthropic's legal AI model has been identified as a trigger for the recent selloff, impacting advertising companies and leading to declines in major firms like SAP [6] Group 3 - Despite strong gains in chipmakers and AI hyperscalers, warnings from regulators about the risks of a tech bubble have emerged as AI enthusiasm spreads [7] - The current phase of innovation is expected to lead to significant disruption for software and IT services companies [8]