Semtech reported Q3’26 revenue of $267 million, up 13% year-over-year, driven by continued strength in data center signal-integrity products and expanding IoT deployments. GAAP gross margin reached 51.9%, while adjusted...
Broadcom introduced its Brocade Gen 8 Fibre Channel portfolio, marking the industry’s first 128G SAN switch platforms designed for quantum-safe, AI-driven storage networking. The new Brocade X8 Directors and Brocade G820 Switch combine 128G...
GlobalFoundries (GF) completed its acquisition of Singapore-based Advanced Micro Foundry (AMF), positioning the company as the largest pure-play silicon photonics foundry by revenue. The deal expands GF’s global manufacturing footprint...
Arm expanded its partnership with NVIDIA to bring full NVLink Fusion support to the Neoverse compute platform, enabling ecosystem partners to integrate Arm-based CPUs with a wide range of AI...
Celero Communications, a start-up based in Irvine, California, raised $140 million to accelerate development of its coherent DSP platform for AI infrastructure, securing a $100 million Series B led by...
PowerLattice emerged from stealth with a $25 million Series A round to commercialize a power-delivery chiplet designed to cut compute power needs by more than 50% for next-generation AI accelerators....
Tachyum released the full specifications of its 2nm Prodigy Universal Processor family, presenting a CPU-centric architecture aimed directly at workloads that today rely on GPU clusters. At the top of...
AMD laid out an ambitious plan to lead the $1 trillion compute market during its Financial Analyst Day in New York, projecting more than 35% compound annual revenue growth and...
GlobalFoundries (GF) signed a technology licensing agreement with TSMC covering 650V and 80V Gallium Nitride (GaN) technologies, positioning GF to accelerate the development of its next-generation power device portfolio for...
Google Cloud announced a sweeping expansion of its AI infrastructure portfolio with the launch of Ironwood, its seventh-generation Tensor Processing Unit (TPU), and Axion, a new line of Arm-based CPUs designed for general-purpose and AI-adjacent...
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...
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