At this year's China International Optoelectronic Expo (CIOE), Sivers Semiconductor brought two products to its booth that trace the trajectory of the optical networking industry: a 1.6T pluggable optical transceiver currently ramping toward mainstream adoption, and a prototype module built for external light source (ELS) architectures, a technology that could define the next generation of data center interconnects.
Chinese RISC-V chip designer Nuclei System Technology has formally begun its IPO process, seeking fresh capital while heavy R&D spending continues to outweigh revenue despite gross margins above 80%.
In 2026, major smartphone system-on-chip (SoC) vendors began moving selected flagship processors to 2nm technology, seeking not only to secure sufficient capacity but also to deliver meaningful upgrades in technical specifications.
Nvidia and MediaTek have recently drawn market attention after Nvidia invested US$3.5 billion in MediaTek convertible bonds, expanding cooperation into custom AI chips, AI PCs, automotive, and data centers. But their overlap began more than 20 years ago, during competition in the PC chipset market, when MediaTek, ALi, ULi, and Nvidia were already connected.
