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北京时间·🕒 发布 03-24 10:09:07时区推断·⟳ 抓取 06-03 23:08:51回填·⚡ 决策 06-18 00:16:43·131.7 天前
KOL汇总CHIPS Act及DoD合同受益微盘股清单（旧闻）
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US Chip ACT Funding is one of the largest signals. For importance to America National Security. Lesser known list: 1. $…
不做 RGTI.US
底层事件为CHIPS Act及DoD历史合同汇总，属旧闻翻炒，无新增基本面催化剂；清单包含已破产或流动性极差的微盘股，受KOL情绪驱动博弈风险高，易成接盘侠。
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US Chip ACT Funding is one of the largest signals.
For importance to America National Security.
Lesser known list:
1. $SIVE ($330m)
2. $AKTS ($920m)
3. $BLG ($34m)
4. $QUBT ($1.65B)
5. $RGTI ($5.27B)
6. $MRAM ($210m)
7. $SKYT (Acquired)
8. $PDFS ($1.35B)
9. $ATOM ($177M)
10. $SLVC ($227M)
11. $NVTS ($2.12B)
12. $WOLF ($750m)
13. $ALMU ($234m)
14. $ACLS ($2.6B)
DIRECT FUNDING | DoC CHIPS PMTs:
1. $WOLF (Wolfspeed): $750 Million
2. $INFN (Infinera): $93 Million (DoC PMT) - Bought by Nokia
3. $SKYT (SkyWater Technology): $16 Million (DoC PMT) - Bought by IonQ
DIRECT FUNDING | Federal R&D Contracts:
4. $RGTI (Rigetti Computing): $11.28M (AFRL/quantum networking and AFOSR Chip fab)
5. $QUBT - Direct DoC/NIST contract for TFLN PICs
DoD Microelectronics / Sub-Contractors
6. $SIVE: $11.6 Million (NEMC Hub)
7. $MRAM - $8.7 Million project partner ("CHEETA" project via SCMC Hub)
8. $ACLS - $7.8M partner project (Led by GE Aerospace via CLAWS)
9. $BLG - $6.5M (DoD sub-contracts secured to date via CLAWS Hub)
10. $AKTS - $4 Million (Lead grant for the "LADDER" project via NEMC)
Adjacents:
11. $ATOM: Member of the SWAP Hub
12. $NVTS: Embedded partner in the SCMC Hub
13. $PDFS: industry partner in the CA DREAMS Hub
14: $ALMU: affiliate member in the CA DREAMS and MMEC Hubs
-> Electromagnetic Warfare (EW): $51 million allocated across 6 projects.
-> Artificial Intelligence (AI) Hardware: $42 million allocated across 7 projects.
-> 5G/6G Wireless Communications: $42 million allocated across 5 projects.
-> Commercial Leap-Ahead Technologies: $38 million allocated across 7 projects.
-> Quantum Technology: $32 million allocated across 4 projects.
-> Secure Edge Computing / IoT: $25 million allocated across 4 projects.
Just a warning:
Being important to US technology (eg. Wolfspeed) does not translate to being a good investment.
Was just doing research into $SIVE CHIPS act funding and decided to see what other lesser known companies got grants or were beneficaries too.
For importance to America National Security.
Lesser known list:
1. $SIVE ($330m)
2. $AKTS ($920m)
3. $BLG ($34m)
4. $QUBT ($1.65B)
5. $RGTI ($5.27B)
6. $MRAM ($210m)
7. $SKYT (Acquired)
8. $PDFS ($1.35B)
9. $ATOM ($177M)
10. $SLVC ($227M)
11. $NVTS ($2.12B)
12. $WOLF ($750m)
13. $ALMU ($234m)
14. $ACLS ($2.6B)
DIRECT FUNDING | DoC CHIPS PMTs:
1. $WOLF (Wolfspeed): $750 Million
2. $INFN (Infinera): $93 Million (DoC PMT) - Bought by Nokia
3. $SKYT (SkyWater Technology): $16 Million (DoC PMT) - Bought by IonQ
DIRECT FUNDING | Federal R&D Contracts:
4. $RGTI (Rigetti Computing): $11.28M (AFRL/quantum networking and AFOSR Chip fab)
5. $QUBT - Direct DoC/NIST contract for TFLN PICs
DoD Microelectronics / Sub-Contractors
6. $SIVE: $11.6 Million (NEMC Hub)
7. $MRAM - $8.7 Million project partner ("CHEETA" project via SCMC Hub)
8. $ACLS - $7.8M partner project (Led by GE Aerospace via CLAWS)
9. $BLG - $6.5M (DoD sub-contracts secured to date via CLAWS Hub)
10. $AKTS - $4 Million (Lead grant for the "LADDER" project via NEMC)
Adjacents:
11. $ATOM: Member of the SWAP Hub
12. $NVTS: Embedded partner in the SCMC Hub
13. $PDFS: industry partner in the CA DREAMS Hub
14: $ALMU: affiliate member in the CA DREAMS and MMEC Hubs
-> Electromagnetic Warfare (EW): $51 million allocated across 6 projects.
-> Artificial Intelligence (AI) Hardware: $42 million allocated across 7 projects.
-> 5G/6G Wireless Communications: $42 million allocated across 5 projects.
-> Commercial Leap-Ahead Technologies: $38 million allocated across 7 projects.
-> Quantum Technology: $32 million allocated across 4 projects.
-> Secure Edge Computing / IoT: $25 million allocated across 4 projects.
Just a warning:
Being important to US technology (eg. Wolfspeed) does not translate to being a good investment.
Was just doing research into $SIVE CHIPS act funding and decided to see what other lesser known companies got grants or were beneficaries too.
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