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    NEWS TAGGED SILICON
    Wednesday 3 June 2026
    GlobalFoundries completes acquisition of Synopsys' ARC processor IP business to build physical AI platform
    GlobalFoundries (GF) has completed its acquisition of Synopsys' ARC Processor IP Solutions business, the company announced on June 2. The acquisition adds to GF's existing MIPS subsidiary,...
    Tuesday 2 June 2026
    Intel CEO Lip-Bu Tan anchors AI comeback on 18A, x86, and Taiwan ties at Computex 2026
    Intel CEO Lip-Bu Tan used his Computex 2026 keynote in Taipei to frame Intel's AI-era reset around execution, infrastructure, and deeper ties with Taiwan's PC and semiconductor supply...
    Tuesday 2 June 2026
    Power Integrations unveils 1700V GaN auxiliary PSU for AI data centers
    Power Integrations (PI) has announced two ultra-thin, compact auxiliary power supply (PSU) reference designs built for 800VDC AI data centers. PI principal training engineer Jason...
    Monday 1 June 2026
    AI infrastructure hits copper limits, foundries lock down silicon photonics capacity through 2028
    Generative AI is moving at a speed scaling past critical computation thresholds, initiating a shift from a "chip-centric to an interconnect-centric" architecture era. The physical...
    Monday 1 June 2026
    AuthenX targets CPO bottlenecks with detachable metalens FAU
    AuthenX is preparing to showcase a detachable 2D fiber-array unit at COMPUTEX 2026, as the Taiwanese optical-communications company seeks to address packaging and alignment challenges...
    Friday 29 May 2026
    Winbond pushes 3x-priced AI Si-Cap shipments as Semco order ramps in 2027
    AI demand for high-performance chips is driving up orders for semiconductor silicon capacitors, or Si-Caps, with Samsung Electro-Mechanics and several Taiwanese memory makers emerging...
    Thursday 28 May 2026
    Marvell raises multi-year outlook as AI data center demand drives accelerating growth
    On May 27, Marvell Technology reported record revenue in the fiscal first quarter of 2027 and raised its long-term outlook, citing accelerating demand for AI-related data center infrastructure,...
    Thursday 28 May 2026
    Marvell eyes XPU and attach wins as pillars of custom silicon growth
    Marvell Technology has said its custom silicon business and data center solutions are emerging as central pillars of its long-term growth strategy, driven by rising demand from hyperscale...
    Thursday 28 May 2026
    Marvell expands silicon photonics, switching, and interconnect roadmap
    Marvell Technology used its first-quarter fiscal 2027 earnings call to detail accelerating progress across optical, copper, and silicon photonics-based connectivity, signaling that...
    Thursday 28 May 2026
    Samsung foundry targets robotics, auto AI chips with Cadence platform
    Samsung Electronics is preparing to expand its foundry push into physical AI semiconductors through a chiplet platform developed with Cadence, targeting chips for robotics, automotive...
    Thursday 28 May 2026
    Ezconn moves up AI optics chain with CPO and silicon photonics

    Ezconn expects US cloud providers' AI data center expansion to sustain demand for high core count optical products through at least...

    Wednesday 27 May 2026
    Qualcomm and ByteDance's rumored AI ASIC deal signals potential shift in China's data center chip supply
    The agreement between Qualcomm and ByteDance positions the former for large-scale AI ASIC demand from the latter, as reported by Bloomberg, but market viability remains uncertain...
    Tuesday 26 May 2026
    The US$16.5 Billion Bet: How Co-Packaged Optics Will Rewire AI's Backbone by 2030
    As AI clusters continue to scale, traditional interconnect architectures are facing new limits in bandwidth, power efficiency, and system integration. Co-Packaged Optics is emerging...
    Tuesday 26 May 2026
    Lightmatter joins TSMC on COUPE for 3D optical engines
    AI computing's massive demand for infrastructure is making interconnect and laser technologies key to overcoming power and bandwidth limits, prompting silicon photonics unicorn Lightmatter...
    Tuesday 26 May 2026
    GUC showcases VSORA Jotunn8 AI processor at TSMC Europe Symposium

    Global Unichip Corp. (GUC), the Advanced ASIC Leader, will showcase Jotunn8, a next-generation data center AI inference processor developed by VSORA, at the TSMC Europe...

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    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    VIA Labs Announces Hub Controllers for Multi-Display USB-C Docking
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook