Core Viewpoint - The Adani Group is making a second attempt to enter the semiconductor sector by establishing a joint LCD display fabrication plant in India, following the collapse of its previous $10 billion chip manufacturing proposal with Tower Semiconductor [1][2][10]. Group 1: Adani Group's Strategic Moves - The Adani Group had previously announced a $10 billion plan to set up a chip manufacturing facility in Maharashtra, which was later paused due to concerns over commercial viability and strategic alignment [2][10]. - The group is now focusing on establishing an LCD display fab, with discussions reportedly gaining momentum after Prime Minister Modi's visit to Japan [3][10]. - The Maharashtra government has provided a 'comfort letter' to the Adani Group, indicating readiness to offer land for data centers or semiconductor-related projects, contingent on finding a suitable partner [4][10]. Group 2: Market Context and Opportunities - The Ministry of Electronics and Information Technology (MeitY) has prioritized establishing display fabs under the proposed Semicon 2.0 scheme to boost domestic manufacturing and reduce imports [4][10]. - India currently consumes nearly 9% of the global display panel market, and establishing display fabs could unlock nearly 70% of display value within India, significantly reducing import dependency [4][10]. - Analysts suggest that display fabs present lower entry barriers and quicker returns compared to chip fabs, aligning well with Adani's infrastructure strengths [5][10]. Group 3: Partnerships and Technological Expertise - The Adani Group is in discussions with Sharp and Panasonic, both of which have shifted their focus to niche, high-value B2B sectors, leveraging their unique technologies [5][11]. - Sharp is recognized for its Indium-Gallium-Zinc-Oxide (IGZO) technology and is investing in new technologies like nano LED and reflective displays, while Panasonic is a key player in the automotive display sector [7][11]. - The collaboration with Sharp and Panasonic is seen as a strategic move to enhance Adani's capabilities in high-growth electronics manufacturing [4][10].

Product & Technology - D-Wave announced the general availability of its Advantage2 quantum computer, featuring a more advanced quantum processor with increased connectivity, reduced noise, and greater coherence[6] - D-Wave is developing advanced cryogenic packaging, leveraging expertise from NASA JPL, aiming for a 100,000 qubit Advantage3 system[8] - D-Wave released new quantum AI/ML developer tools, including an open-source toolkit, to integrate quantum computers into modern ML architectures[11] Customer & Partnerships - D-Wave has a strong customer base and is a market leader in quantum annealing[5] - D-Wave is engaged in exciting customer engagements for both commercial and research applications, including EON, GE Vernova, Nikon Corporation, NTT Data Corp, NTT DOCOMO, Sharp Corporation, and The University of Oxford[16, 17] - D-Wave established a strategic relationship with Yonsei University and Incheon Metropolitan City to promote quantum computing in South Korea, including a potential Advantage2 system acquisition[13, 14] Financials - D-Wave completed a $400 million At-the-Market equity offering[19] - D-Wave's cash balance as of June 30, 2025, was approximately $8193 million[20] - D-Wave's Q2 2025 revenue was $22 million, with a gross profit of $20 million[23] - D-Wave's 1H 2025 revenue was $181 million, with a gross profit of $159 million and a gross margin of 876%[24, 26]

Core Insights - Ceva, Inc. has announced the development of the ASUKA System-on-Chip (SoC) for Beyond 5G (6G) IoT terminals in collaboration with Sharp Semiconductor Innovation Corporation, utilizing the Ceva-PentaG2 5G platform IP [1][2][3] - The ASUKA SoC aims to provide a customizable alternative to traditional 5G SoCs, promoting accessibility and flexibility in cellular IoT communications [2][3] - The Ceva-PentaG2 platform is designed for lower-throughput applications, integrating advanced DSPs and accelerators for optimal signal processing while maintaining minimal power consumption [4] Company Overview - Ceva, Inc. specializes in silicon and software IP for Smart Edge devices, powering over 19 billion innovative products globally, including AI-infused smartwatches and autonomous vehicles [5][6] - The company focuses on delivering high-performance, low-power solutions that enable reliable data connectivity and processing [5] - Ceva's headquarters is located in Rockville, Maryland, with a global customer base supported by a team of experts in various design challenges [6]