Category: News
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Tower’s silicon-photonics revenue run rate reached $680 million last quarter. Capacity reservations and volume shipments are supporting a rapid foundry expansion aimed at AI interconnects.
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onsemi projects AI data-centre revenue will more than double annually. Its portfolio spans silicon, silicon carbide, gallium nitride, and controllers across the rack power chain.
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GlobalFoundries is expanding silicon-photonics and power-delivery capabilities for AI infrastructure. Its quarterly update combines stronger optical demand, an integrated-voltage-regulator acquisition, and proposed US funding for advanced photonics.
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Ambiq has released open-source profiling software for Apollo edge-AI hardware. The alpha tool measures execution cycles, memory use, and optional real-time power.
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Sequans has moved more than forty IoT designs into production. Product sales rose sharply as cellular projects progressed from qualification into volume deployment.
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Thales has launched Luna 8 for post-quantum security infrastructure deployment. The network appliance adds native algorithms, isolated instances, and an upgradeable hardware architecture.
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NXP will supply BMW with integrated UWB ranging and radar. The single-chip platform supports digital keys, occupant detection, and additional vehicle functions.
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ams OSRAM has advanced microLED light engines towards mass production. The programme targets augmented-reality displays while broadening the company’s digital-photonics manufacturing strategy.
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Aliensense has combined robotic camera and sensor interfaces on NXS. GMSL, CAN FD, MIPI, and mikroBUS support distributed perception systems.
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Palomino has completed its acquisition of interconnect developer Vega Links. The combined company plans copper and optical chipsets for expanding AI clusters.