Track record: every call we make, graded later

📈 Tracking starts Oct 28, 2026. 68 calls logged so far. Outcomes stay "pending" until a stage move, launch, result or miss can be checked against a source. Misses will be shown as prominently as hits.

calls logged

resolved so far

—

hit rate (needs resolved calls)

All calls

Date	Call on	Stage	Readiness	Our call	Outcome
2026-10-29	🔬 PsiQuantum shows a light-based switch that rewires AI data-centre networks in 3 ms	S2	46	Readiness 46, 1-4 yrs to market	pending
2026-10-29	🔬 DuoPD: small compute units inside HBM4 memory could make AI chatbots answer up to 2.2× faster	S1	27	Readiness 27, 4-8 yrs to market	pending
2026-10-29	🔬 Brown University: a magnetic-electric material that keeps working at 1.6 nm, a step toward ultra-low-power memory	S1	16	Readiness 16, 6-10 yrs to market	pending
2026-10-29	🔬 Altera launches Agilex 2X FPGAs with 1.8× better performance per watt for AI infrastructure	S2	67	Readiness 67, 2-4 yrs to market	pending
2026-10-29	🔬 Ceva unveils next-gen NeuPro AI engines (2× throughput per mm²) and enters AI infrastructure	S2	66	Readiness 66, 2-4 yrs to market	pending
2026-10-29	🔬 Computing with light instead of electricity (optical AI chip)	S2	31	Readiness 31, 3-6 yrs to market	pending
2026-10-29	🔬 A light-based 'highway' between AI chip and memory	S1	32	Readiness 32, 4-8 yrs to market	pending
2026-10-29	🔬 Storing many values in one memory spot (superposed analog memory)	S1	19	Readiness 19, 6-10 yrs to market	pending
2026-10-29	🔬 Making noisy analog AI chips accurate (weight splitting)	S1	35	Readiness 35, 4-8 yrs to market	pending
2026-10-29	🔬 A light switch sending 200 billion bits per second per colour	S1	36	Readiness 36, 2-6 yrs to market	pending
2026-10-29	🔬 Stacking atom-thin transistors on top of each other (2D CFETs)	S1	16	Readiness 16, 6-10 yrs to market	pending
2026-10-29	🔬 Gluing chips together copper-to-copper (hybrid bonding)	S3	80	Readiness 80, 0-2 yrs to market	pending
2026-10-29	🔬 Glass replacing plastic under AI chips (glass substrates)	S2	52	Readiness 52, 2-4 yrs to market	pending
2026-10-29	🔬 Brain-like chip that can learn on the device (neuromorphic)	S1	28	Readiness 28, 4-8 yrs to market	pending
2026-10-29	🔬 One transistor that can be logic, memory or neuron	S1	16	Readiness 16, 6-10 yrs to market	pending
2026-10-29	🔬 Light-powered brain chip: 1,176x faster on vision	S1	16	Readiness 16, 6-10 yrs to market	pending
2026-10-29	🔬 Silicon photonics reaches high-volume factories	S3	84	Readiness 84, 0-2 yrs to market	pending
2026-10-29	🎯 Aixtron	S1	16	Watch conviction	pending
2026-10-29	🎯 Micron	S1	27	Medium conviction	pending
2026-10-29	🎯 Ibiden	S2	52	Medium conviction	pending
2026-10-29	🎯 Tata Electronics fab	S2	52	Watch conviction	pending
2026-10-29	🎯 Coherent	S2	51	Medium conviction	pending
2026-10-29	🎯 Tower Semiconductor	S2	34	Medium conviction	pending
2026-10-29	🎯 Corning	S2	52	Medium conviction	pending
2026-10-29	🎯 BrainChip	S2	28	Speculative conviction	pending
2026-10-29	🎯 Besi	S3	80	High conviction	pending
2026-10-29	🎯 Advantest	S3	80	Medium conviction	pending
2026-10-29	🎯 Kaynes Technology	S3	35	Watch conviction	pending
2026-10-29	🎯 CG Power	S3	80	Watch conviction	pending
2026-10-29	🎯 Adeia	S3	80	Medium conviction	pending
2026-10-29	🎯 STMicroelectronics	S3	84	High conviction	pending
2026-10-29	🎯 SK hynix	S4	80	High conviction	pending
2026-10-29	🎯 TSMC	S4	52	Medium conviction	pending
2026-10-29	🎯 Nvidia	S4	60	Medium conviction	pending
2026-10-29	🎯 AMD	S4	28	Watch conviction	pending
2026-10-29	🎯 Ceva	S2	66	Medium conviction	pending
2026-10-29	🎯 GlobalFoundries	S2	46	Medium conviction	pending
2026-10-29	🎯 Altera	S2	67	Watch conviction	pending
2026-10-28	🔬 Computing with light instead of electricity (optical AI chip)	S2	31	Readiness 31, 3-6 yrs to market	pending
2026-10-28	🔬 A light-based 'highway' between AI chip and memory	S1	32	Readiness 32, 4-8 yrs to market	pending
2026-10-28	🔬 Storing many values in one memory spot (superposed analog memory)	S1	19	Readiness 19, 6-10 yrs to market	pending
2026-10-28	🔬 Making noisy analog AI chips accurate (weight splitting)	S1	35	Readiness 35, 4-8 yrs to market	pending
2026-10-28	🔬 A light switch sending 200 billion bits per second per colour	S1	36	Readiness 36, 2-6 yrs to market	pending
2026-10-28	🔬 Stacking atom-thin transistors on top of each other (2D CFETs)	S1	16	Readiness 16, 6-10 yrs to market	pending
2026-10-28	🔬 Gluing chips together copper-to-copper (hybrid bonding)	S3	80	Readiness 80, 0-2 yrs to market	pending
2026-10-28	🔬 Glass replacing plastic under AI chips (glass substrates)	S2	52	Readiness 52, 2-4 yrs to market	pending
2026-10-28	🔬 Brain-like chip that can learn on the device (neuromorphic)	S1	28	Readiness 28, 4-8 yrs to market	pending
2026-10-28	🔬 One transistor that can be logic, memory or neuron	S1	16	Readiness 16, 6-10 yrs to market	pending
2026-10-28	🔬 Light-powered brain chip: 1,176x faster on vision	S1	16	Readiness 16, 6-10 yrs to market	pending
2026-10-28	🔬 Silicon photonics reaches high-volume factories	S3	84	Readiness 84, 0-2 yrs to market	pending
2026-10-28	🎯 Aixtron	S1	16	Watch conviction	pending
2026-10-28	🎯 Micron	S1	27	Medium conviction	pending
2026-10-28	🎯 Ibiden	S2	52	Medium conviction	pending
2026-10-28	🎯 Tata Electronics fab	S2	52	Watch conviction	pending
2026-10-28	🎯 Coherent	S2	51	Medium conviction	pending
2026-10-28	🎯 Tower Semiconductor	S2	34	Medium conviction	pending
2026-10-28	🎯 Corning	S2	52	Medium conviction	pending
2026-10-28	🎯 BrainChip	S2	28	Speculative conviction	pending
2026-10-28	🎯 Besi	S3	80	High conviction	pending
2026-10-28	🎯 Advantest	S3	80	Medium conviction	pending
2026-10-28	🎯 Kaynes Technology	S3	35	Watch conviction	pending
2026-10-28	🎯 CG Power	S3	80	Watch conviction	pending
2026-10-28	🎯 Adeia	S3	80	Medium conviction	pending
2026-10-28	🎯 STMicroelectronics	S3	84	High conviction	pending
2026-10-28	🎯 SK hynix	S4	80	High conviction	pending
2026-10-28	🎯 TSMC	S4	52	Medium conviction	pending
2026-10-28	🎯 Nvidia	S4	60	Medium conviction	pending
2026-10-28	🎯 AMD	S4	28	Watch conviction	pending

Grading rule: a research call is a hit if the item reaches the next stage inside our years-to-market window, a miss if the window passes. Logged automatically by the daily build; never edited after the fact.

Every call, on the record

All calls