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 |
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....
Tachyum released the full specifications of its 2nm Prodigy Universal Processor family, presenting a CPU-centric architecture aimed directly at workloads that today rely on GPU clusters. At the top of...
AMD laid out an ambitious plan to lead the $1 trillion compute market during its Financial Analyst Day in New York, projecting more than 35% compound annual revenue growth and...
GlobalFoundries (GF) signed a technology licensing agreement with TSMC covering 650V and 80V Gallium Nitride (GaN) technologies, positioning GF to accelerate the development of its next-generation power device portfolio for...
Google Cloud announced a sweeping expansion of its AI infrastructure portfolio with the launch of Ironwood, its seventh-generation Tensor Processing Unit (TPU), and Axion, a new line of Arm-based CPUs designed for general-purpose and AI-adjacent...
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