Category: News
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MACOM’s third-quarter semiconductor revenue rose sharply across multiple end markets. Sales reached $342.2 million, while the supplier of RF and optical devices forecast another substantial increase during its fourth quarter.
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SiTime revenue more than doubled as precision timing demand accelerated. Second-quarter sales reached $157.4 million before the newly acquired Renesas timing portfolio began contributing to reported revenue.
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Ouster shipped more than 17,000 lidar and camera sensors quarterly. Industrial and smart-infrastructure demand lifted second-quarter revenue to $55 million, while product gross margins improved as production volumes increased.
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AOI doubled 800G volumes while expanding optical transceiver manufacturing capacity. Second-quarter revenue reached $191.9 million, with monthly 800G and 1.6T capacity targeted to reach about 650,000 units by year-end.
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Aeva is extending lidar photonics into AI data centre connectivity. A customer development programme targets initial near-packaged-optics deployment during the second half of 2027.
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Singapore has cleared Texas Instruments’ acquisition of Silicon Labs outright. Competition authorities found no substantial reduction across five semiconductor markets, including wireless SoCs, MCUs, PMICs, sensors, and USB bridges.
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Researchers built an open platform for automated embedded power testing. The Raspberry Pi-based system coordinates firmware flashing, device execution, and current measurement at around 1,200Hz.
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Global semiconductor sales accelerated sharply during the second quarter again. Revenue reached $403.3 billion, while European June sales increased 75.2% year on year.
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MicroVision has launched lighter lidar systems for autonomous aerial platforms. MOVIA Air Plus adds edge processing, camera input, mapping, and onboard perception.
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TrendForce expects DRAM constraints to reshape future HBM configurations significantly. Accelerator developers are evaluating lower-capacity options as supply and validation pressures persist.