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Deep & Emerging Tech·July 28, 2026·1 min read

IonQ Receives Regulatory Approval to Complete Acquisition of SkyWater Technology

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IonQ buying SkyWater — the largest exclusively U.S.-based semiconductor foundry — with regulatory sign-off is a vertical-integration play for quantum plus domestic fab capacity. If you’re betting on quantum, start tracking where compute, packaging, and manufacturing are consolidating, because access to those integrated stacks will shape who can actually ship hardware.

Deep & Emerging Tech

GlobalFoundries says the US plans to award it $300M in CHIPS Act funding to bolster R&D of silicon photonics tech to power more efficient AI data centers

$300M of CHIPS Act money into GlobalFoundries silicon photonics—per [Reuters](https://www.reuters.com/world/china/us-award-globalfoundries-300-million-develop-faster-ai-chip-links-2026-07-29/)—is a bet that interconnect, not just GPUs, is the next AI data center choke point. If you’re planning multi-year AI infra, start asking vendors about photonics roadmaps and how they’ll change bandwidth, power, and topology assumptions.