AWS launched Graviton5, its most powerful Arm-based processor to date, introducing a 192-core design, larger caches, and higher network and storage bandwidth for Amazon EC2. The new chip targets general-purpose,...
Ricursive Intelligence launched a new frontier AI lab focused on accelerating semiconductor design with advanced AI models, securing a $35 million seed round led by Sequoia Capital at a $750...
arvell moved to expand its AI data-center connectivity roadmap by agreeing to acquire Celestial AI in a definitive deal valued at approximately $3.25 billion upfront, with contingent equity that could...
Amazon Web Services rolled out its new EC2 Trn3 UltraServers, a Trainium3-powered system built for large-scale AI training and high-throughput inference. The new 3nm Trainium3 chip delivers up to 4.4x...
Marvell posted record quarterly revenue in Q3 FY2026 as demand surged across data-center silicon, lifting both top-line results and forward guidance. The company reported $2.075 billion in revenue, up 37%...
xLight secured a $150 million Letter of Intent from the U.S. Department of Commerce, marking the first CHIPS award issued under the Trump Administration’s CHIPS Research and Development Office. The...
SoftBank Group closed its previously announced acquisition of Ampere Computing Holdings LLC on November 25, 2025, making the U.S. semiconductor company a wholly owned subsidiary through Silver Bands 6 (US)...
Semtech reported Q3’26 revenue of $267 million, up 13% year-over-year, driven by continued strength in data center signal-integrity products and expanding IoT deployments. GAAP gross margin reached 51.9%, while adjusted...
Broadcom introduced its Brocade Gen 8 Fibre Channel portfolio, marking the industry’s first 128G SAN switch platforms designed for quantum-safe, AI-driven storage networking. The new Brocade X8 Directors and Brocade G820 Switch combine 128G...
GlobalFoundries (GF) completed its acquisition of Singapore-based Advanced Micro Foundry (AMF), positioning the company as the largest pure-play silicon photonics foundry by revenue. The deal expands GF’s global manufacturing footprint...
Arm expanded its partnership with NVIDIA to bring full NVLink Fusion support to the Neoverse compute platform, enabling ecosystem partners to integrate Arm-based CPUs with a wide range of AI...
Celero Communications, a start-up based in Irvine, California, raised $140 million to accelerate development of its coherent DSP platform for AI infrastructure, securing a $100 million Series B led by...
PowerLattice emerged from stealth with a $25 million Series A round to commercialize a power-delivery chiplet designed to cut compute power needs by more than 50% for next-generation AI accelerators....
A private dossier for networking and telecoms