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 |
Coherent Corp. (NYSE: COHR) reported fiscal Q1 2026 revenue of $1.58 billion, up 17% year-over-year (19% on a pro forma basis adjusted for the sale of its Aerospace & Defense...
AMD reported record revenue of $9.2 billion for Q3 2025, up 36% year-over-year, with non-GAAP net income rising to $2 billion and earnings per share reaching $1.20. The company’s gross...
MACOM Technology Solutions has signed an agreement with HRL Laboratories to license and manufacture HRL’s proprietary 40nm T3L GaN-on-silicon carbide (GaN-on-SiC) process technology. The collaboration will transfer production from HRL’s...
Qnity Electronics began trading today on the New York Stock Exchange under the ticker “Q,” marking its debut as an independent, publicly traded company focused on advanced materials for the...
Credo Technology Group has launched Weaver, a memory fanout gearbox engineered to break through the performance barriers of AI inference workloads. Weaver is the first product in Credo’s new OmniConnectfamily, addressing the growing need...
NVIDIA has emerged as the unifying force behind South Korea’s national push to industrialize artificial intelligence. In partnership with Samsung Electronics, SK Group, Hyundai Motor Group, and NAVER, NVIDIA is...
Coherent Corp. has signed a definitive agreement to divest its materials processing tools division to Bystronic, a global provider of sheet metal processing technology. The deal supports Coherent’s plan to...
Microchip Technology introduced the TimeProvider 4500 v3 (TP4500) grandmaster clock, a new terrestrial time-transfer platform capable of achieving sub-nanosecond accuracy across 800 km optical networks. The system provides critical infrastructure...
onsemi introduced vertical GaN (vGaN) power semiconductors built on a proprietary GaN-on-GaN process, targeting high-power systems in AI data centers, EV drivetrains, renewable inverters, and aerospace. The devices conduct current...
GlobalFoundries (GF) and Silicon Labs are deepening their collaboration to accelerate development of next-generation low-power wireless technologies while expanding domestic semiconductor manufacturing. Under the new agreement, Silicon Labs’ future wireless...
San Francisco-based startup Substrate, which was profiled today in both the The Wall Street Journal and Bloomberg L.P., announced it has raised approximately US $100 million, valuing the company at...
NVIDIA founder and CEO Jensen Huang set an ambitious national tone at GTC DC, unveiling new architectures that extend accelerated computing across AI data centers, 6G networks, and quantum computing....
Nokia and NVIDIA announced a landmark strategic partnership combining Nokia’s telecom and networking expertise with NVIDIA’s accelerated computing and AI architecture to drive the transition from 5G to AI-native 6G. The alliance is backed by...
A private dossier for networking and telecoms