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 |
OpenAI and NVIDIA unveiled plans for a massive strategic partnership centered on building at least 10 gigawatts of AI data centers powered by NVIDIA systems. The companies signed a letter...
STMicroelectronics (NYSE: STM) announced a major step forward in advanced chip packaging with plans to build a next-generation Panel-Level Packaging (PLP) pilot line at its Tours, France site. This facility,...
NVIDIA and Intel announced a sweeping collaboration to co-develop custom processors for AI infrastructure and personal computing, alongside a $5 billion NVIDIA investment in Intel common stock. The deal marks...
Groq secured $750 million in fresh financing at a $6.9 billion valuation, reinforcing its role in the U.S. AI technology stack. The round was led by Disruptive, with participation from...
Silver Lake completed the acquisition of a 51% stake in Altera from Intel, which retains a 49% interest. The transaction reestablishes Altera as the world’s largest independent, pure-play FPGA solutions...
Credo launched its Bluebird 1.6T optical DSP this week, targeting the demands of AI infrastructure with a focus on low power, high bandwidth, and ultra-low latency. The chip enables 224Gbps...
In a keynote at the AI Infrastructure Summit, Broadcom’s Ram Velaga argued that Ethernet is the only viable foundation for AI systems that must scale across racks and data centers....
SiFive launched its 2nd Generation Intelligence family of RISC-V processors, adding five new products optimized for AI workloads across edge and embedded applications. The lineup includes the new X160 Gen...
Axelera AI launched the Metis M.2 Max, a new addition to its Metis AI processor family, designed to handle compute-intensive inference workloads at the edge. The module delivers PCIe-level performance...
Qualcomm and Google Cloud deepened their automotive partnership today, announcing a joint effort to deliver next-generation agentic AI experiences in vehicles. The collaboration integrates Google Cloud’s Automotive AI Agent, powered...
Broadcom posted $15.95 billion in revenue for its third fiscal quarter of 2025, a 22% year-over-year increase driven by accelerating demand for custom AI accelerators, networking chips, and VMware-related infrastructure...
Avicena has named Marco Chisari, former EVP of Samsung Foundries and Head of the Samsung Semiconductor Innovation Center, as its new Chief Executive Officer. Chisari replaces Avicena co-founder Bardia Pezeshki,...
Marvell announced that its Structera Compute Express Link (CXL) memory-expansion controllers and near-memory accelerators have completed interoperability testing with DDR4 and DDR5 memory from Micron, Samsung, and SK hynix. This...
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