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 |
Applied Materials and Micron Technology announced a joint effort to develop next-generation memory technologies for artificial intelligence systems, combining research capabilities at Applied’s new EPIC Center in Silicon Valley and...
Amber Semiconductor, a start-up based in Dublin, California, announced a $30 million Series C funding round to accelerate commercialization of its vertical power delivery technology designed for next-generation AI servers...
Eridu, a Saratoga, California–based startup focused on next-generation AI networking infrastructure, emerged from stealth with more than $200 million in funding to develop a new class of high-performance switching architecture...
Wolfspeed positions 300mm silicon carbide as a materials platform for next-generation AI and HPC packaging Wolfspeed outlined a new roadmap for using 300mm silicon carbide (SiC) substrates as a foundational...
Marvell introduced a new generation of coherent optical technology designed to scale interconnect capacity between AI data centers. The company unveiled what it describes as the industry’s first 1.6T ZR/ZR+...
Broadcom Reports Record $19.3B Revenue in Q1 FY2026 Broadcom reported record first-quarter fiscal 2026 revenue of $19.3 billion, driven by accelerating demand for AI-related semiconductor solutions. The company said revenue...
Ayar Labs secured $500 million in Series E funding to accelerate high-volume production of its co-packaged optics (CPO) technology aimed at AI scale-up infrastructure. The round was led by Neuberger...
Axelera AI raised a new funding round led by Innovation Industries, adding BlackRock and SiteGround Capital as new investors and bringing total capital raised to more than $450 million since...
SambaNova introduced its SN50 AI accelerator, a new chip designed to target high-performance inference for agentic AI workloads, while announcing a planned multi-year strategic collaboration with Intel and more than...
Toronto-based Taalas has emerged from stealth with more than $200 million in funding and introduced its first product, a hard-wired implementation of Llama 3.1 8B running on custom silicon. In a blog...
Ayar Labs named Sankara Venkateswaran as Vice President of Engineering, strengthening its leadership team as it pushes co-packaged optics (CPO) into high-volume production for hyperscale AI infrastructure. The San Jose–based...
Baya Systems and Aion Silicon announced a partnership to deliver an integrated solution aimed at accelerating complex SoC and chiplet-based semiconductor designs. The companies said the joint offering combines Baya’s...
Efficient Computer centers its strategy on the Electron E1 processor, built on what it calls the Efficient Fabric architecture. The company describes the design as a spatial dataflow architecture that...
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