Semiconductors

Lightmatter announced a technical collaboration with Cadence to develop co-packaged optics (CPO) solutions that combine Cadence’s silicon-proven high-speed SerDes and UCIe IP with Lightmatter’s Passage optical engine. The effort targets hyperscale AI and...

Lightmatter and Global Unichip Corp. (GUC) announced a strategic partnership to bring commercial Passage 3D co-packaged optics (CPO) solutions to market for hyperscale AI and high-performance computing environments. The collaboration combines Lightmatter’s silicon...

Microsoft CEO Satya Nadella confirmed that the company’s latest in-house AI accelerator, Maia 200, is now live in Azure, expanding Microsoft’s portfolio of CPUs, GPUs, and custom silicon available to cloud customers....

Astera Labs announced an expanded roadmap for its Scorpio X-Series Smart Fabric Switches as hyperscalers push scale-up architectures to support rapidly growing AI clusters. The company said Scorpio X-Series has...

Austin-based Neurophos has closed a $110 million oversubscribed Series A financing to accelerate development of its photonic AI inference processors, bringing total funding to $118 million. The round was led by Gates Frontier with...

Upscale AI raised $200 million in Series A funding to advance a full-stack AI networking platform designed for large-scale, tightly synchronized AI clusters. The round was led by Tiger Global, Premji Invest, and Xora...

Micron Technology signed an exclusive letter of intent to acquire Powerchip Semiconductor Manufacturing Corporation’s P5 fabrication site in Tongluo, Miaoli County, Taiwan, for US$1.8 billion in cash. The deal adds roughly 300,000...

Ethernovia closed a Series B funding round of more than $90 million, led by Maverick Silicon with participation from Socratic Partners, Conduit Capital, and CDIB-TEN Capital. Existing investors Porsche SE, Qualcomm...

SiFive announced plans to integrate NVIDIA NVLink Fusion into its high-performance, data-center-class RISC-V compute platforms, enabling coherent, high-bandwidth connectivity between SiFive CPUs and NVIDIA GPUs and accelerators. The move targets...

OpenAI and Cerebras have signed a multi-year agreement to deploy 750 megawatts of Cerebras wafer-scale AI systems to support OpenAI customers. The deployment will roll out in multiple stages beginning...

Quadric announced a $30 million Series C funding round as its product revenues more than tripled in 2025 compared with 2024, reflecting growing adoption of its on-device AI processor IP...

In a blog posting, Arm says the path to scaling artificial intelligence now depends on system-level architecture rather than standalone accelerators, according to a new blog post outlining its view of...

Cadence unveiled a new Chiplet Spec-to-Packaged Parts ecosystem aimed at reducing engineering complexity and accelerating time to market for customers building chiplets for physical AI, data center, and high-performance computing (HPC)...