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. |
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| Tracking: Tapeouts • Process Nodes • Packaging • Foundry Partnerships • AI Inference • Ethernet Switching • Coherent Optics • Memory Bandwidth • Power Efficiency • Supply Chain |
Huawei reported 2021 revenue of CNY636.8 billion (US$99.885 billion), down 28.6% compared to CNY891,368 in 2021.Net profit for amounted to CNY113.7 billion, an increase of 75.9% year-on-year. Revenue for Huawei's Carrier...
Intel and Microsoft have contributed a Scalable I/O Virtualization (SIOV) specification to the Open Compute Project (OCP), enabling virtualization of PCI Express and Compute Express Link devices in cloud servers. SIOV...
Intel has published updated ATX 3.0 power supply specifications for next-generation hardware and upcoming components built for technologies like PCIe Gen 5.0. The initial ATX 2.0 specs were introduced in 2003. Intel said a...
SiFive, a start-up specializing in RISC-V processor IP and silicon solutions, raised $175 million in a Series F financing round, valuing the company at over $2.5 billion. SiFive, which is based...
The data center Ethernet switch market saw very strong annual bandwidth growth during 2021, with an increase of more than 60%, according to a recent report from Crehan Research Inc....
Intel announced plans to invest an initial 17 billion euros into a leading-edge semiconductor fab mega-site in Magdeburg, Germany, the capital of Saxony-Anhalt. Construction is expected to begin in the...
The proof-point for co-packaged optics are here, says Anthony Yu, VP of Computing and Wired Infrastructure, GlobalFoundries. Yu discusses GlobalFoundries' newly unveiled next generation silicon photonics platform and active design wins...
Co-Packaged Optics are a center point of discussions at #OFC22, says Hamid Arabzadeh, President and CEO of Ranovus.At the event, Ranovus launched its first generation of co-packaged optics, which monolithically...
Co-packaged optics and 400ZR, says Josef Berger, Associate Vice President, Optical and Copper Connectivity Group, Marvell.It's all about the cloud.
The Ethernet controller and adapter market reached an all-time high of $935 million in 4Q 2021, according to a new report from Dell'Oro Group. It is anticipated that Smart NICs...
Eoptolink Technology launched QSFP-DD 400G ZR and ZR+ transceivers for DCI and metro applications.Eoptolink 400G QSFP56-DD ZR transceiver module is capable of transmission distances up to 120km and compliant to...
GlobalFoundries unveiled its next generation silicon photonics platform and active design wins with major customers, including collaborations with Broadcom, Cisco Systems, Marvell, NVIDIA, Ayar Labs, Lightmatter, PsiQuantum, Ranovus and Xanadu....
Marvell Technology reported revenue of $1.343 billion for its fourth fiscal quarter, ended January 29, 2022, exceeding the midpoint of the company's guidance provided on December 2, 2021. The figure...
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