Category: Markets
-
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.
-
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.
-
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.
-
Sequans has moved more than forty IoT designs into production. Product sales rose sharply as cellular projects progressed from qualification into volume deployment.
-
Thales has launched Luna 8 for post-quantum security infrastructure deployment. The network appliance adds native algorithms, isolated instances, and an upgradeable hardware architecture.
-
NXP will supply BMW with integrated UWB ranging and radar. The single-chip platform supports digital keys, occupant detection, and additional vehicle functions.
-
Aliensense has combined robotic camera and sensor interfaces on NXS. GMSL, CAN FD, MIPI, and mikroBUS support distributed perception systems.
-
Palomino has completed its acquisition of interconnect developer Vega Links. The combined company plans copper and optical chipsets for expanding AI clusters.
-
Actions and Ceva have integrated Bluetooth HDT into audio silicon. ATS296X devices target lossless multichannel sound, lower latency, and faster wireless updates.
-
Silicon Labs has combined Bluetooth 6 ranging with industrial interfaces. BG2B adds CAN FD, dual ADCs, LED control, low-power conversion, and hardware security.