Silicon for AI, Cloud, Telecom and Digital Infrastructure Converge Digest tracks the semiconductor platforms powering next-generation networks, AI clusters, optical systems, data centers, wireless infrastructure and edge devices. |
Silicon Pillars AI AcceleratorsNetworking SiliconOptical DSPsChipletsMemorySilicon PhotonicsWireless SoCs |
| Tracking: Tapeouts • Process Nodes • Packaging • Foundry Partnerships • AI Inference • Ethernet Switching • Coherent Optics • Memory Bandwidth • Power Efficiency • Supply Chain |
Groq and Nvidia signed a non-exclusive licensing agreement that allows Nvidia to use Groq’s inference technology as both companies push to scale AI inference globally. The deal centers on improving...
Coherent Corp. reached a new manufacturing milestone by bringing 6-inch Indium Phosphide (InP) wafers into full production, completing the transition a full year ahead of its internal schedule. The move expands...
Qualcomm completed its acquisition of Alphawave IP Group plc roughly one quarter ahead of schedule, bringing high-speed wired connectivity technology directly into its expanding data center portfolio. The deal positions...
The European Investment Bank (EIB) on December 11 moved decisively to strengthen Europe’s semiconductor backbone, signing a €1 billion financing framework with STMicroelectronics and immediately releasing a first €500 million...
Qualcomm announced the acquisition of Ventana Micro Systems, a Cupertino-based startup focused on high-performance RISC-V CPUs, as it moves to deepen its expertise in open instruction-set architectures. The deal adds...
Celestial AI CEO Highlights Major Hyperscaler Win and Photonic Fabric Adoption at Marvell Industry Analyst Day Celestial AI CEO Dave Lazovsky used Marvell’s Industry Analyst Day to spotlight the company’s...
Intel Foundry moved to accelerate industry momentum around modular semiconductor design this week by advancing its strategy for an open chiplet marketplace. The company highlighted new proof-of-concept programs and deeper...
Sandia National Laboratories has deployed a new class of supercomputer that trades scale for architectural experimentation. Developed with NextSilicon, the Spectra system introduces a nontraditional design that prioritizes adaptive compute...
United Microelectronics Corporation (UMC) and Polar Semiconductor signed a Memorandum of Understanding to explore U.S.-based production of 8-inch wafers for power, high-voltage, and sensor applications. The collaboration aims to leverage...
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...
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