semiconductor industry
2 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Sep 10, 2025 by Pete Shadbolt · across every show →
Everything said about semiconductor industry, oldest first
Sep 10, 2025 bullish
Shadbolt: PsiQuantum's million-qubit bet relies entirely on existing semiconductor fabs
“The only reason that we could afford to make that really extreme bet that we're going to go straight to a million qubits. The only reason that we felt that was plausible is that our technology fits into the fabs and the OSATs and the contract contract manufact…”
Sep 10, 2025 bearish
Shadbolt: Semiconductor industry and PsiQuantum use almost no AI in chip design
“We basically don't use AI at all inside the company to design chips. And I think if you go and look at people who are building millions of chips in industry, there's a very small amount of AI, if any, that's being involved in the actual design of those chips t…”