The AI compute gap is widening. Yields are low. Constraints are real. Innovation is taking unexpected paths.

Here are the takeaways on the evolving AI Chip Wars.

Full webinar available at TechInsights.com

https://library.techinsights.com/analysis-view/FCV-2604-806

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Apple’s MacBook Neo signals a quiet but important shift in strategy. Instead of pushing further upmarket, Apple is redefining what a more accessible Mac can look like—without abandoning the core experience that makes its ecosystem so sticky. This isn’t just about a new laptop. It’s about expanding reach, rethinking cost-performance tradeoffs, and putting pressure on the broader PC market in a way that feels… very Apple.

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This episode discusses SkyWater Technologies, the only US-owned pure play foundry, and its recent acquisition by quantum computing company IonQ. Join James Sanders and Dylan McGrath as they explore SkyWater's history as a company and how it's carved out a niches in aerospace and quantum computing applications. The acquisition by IonQ raises questions about potential conflicts of interest, as the discussion examines whether this deal changes SkyWater's status from pure-play foundry to integrated device manufacturer, and what alternatives quantum competitors might have for manufacturing services.

#techinsights #TechPodcast #SemiconductorPodcast #IndustryPodcast #ChipObserver #ChipInsider #B2BPodcast #EngineeringPodcast #SkyWater #IonQ #pureplay #foundry #JamesSanders #DylanMcGrath