Marvell's $115B Lumentum Deal: Why Optical Interconnects Matter 4 November 2026·2217 words·11 mins Marvell Lumentum Optical Interconnects Ai Infrastructure Silicon Photonics Co-Packaged Optics Data Center Networking Semiconductors
Intel to Acquire Classiq in Reported $2.3B Quantum Computing Deal 27 October 2026·2884 words·14 mins Intel Classiq Quantum Computing Quantum Software Semiconductors Silicon Spin Qubits Quantum Algorithms Technology Acquisitions
NVIDIA CEO Open to CXMT Cooperation as Chinese Memory Stocks Rally 24 October 2026·812 words·4 mins Nvidia Jensen Huang CXMT Memory Chips DRAM HBM AI Hardware Semiconductors
GlobalFoundries Lands $2B TSMC Silicon Interposer Deal 9 October 2026·2721 words·13 mins GlobalFoundries Tsmc Advanced Packaging Silicon Interposer CoWoS AI Chips Semiconductors High Performance Computing
Solidigm Eyes $150B Valuation in Potential US Semiconductor IPO 8 October 2026·1991 words·10 mins Solidigm SK Hynix Semiconductors NAND Flash SSDs Ai Infrastructure IPO Memory Industry Data Centers
Huawei and Qualcomm Reach Major Multi-Year Patent Licensing Deal 7 October 2026·1552 words·8 mins Huawei Qualcomm 5G Patents Ai Semiconductors Telecommunications Intellectual Property
Huawei Ascend Overtakes Nvidia in China's AI Chip Market 6 October 2026·1420 words·7 mins Huawei Nvidia Ascend AI Chips China Ai Infrastructure Semiconductors CUDA
Samsung HBM4 Production Could Double in 2027 6 October 2026·1170 words·6 mins Samsung HBM4 HBM4E AI Memory DRAM Semiconductors Nvidia HBM
Server CPU Lead Times Hit 25–30 Weeks as Agentic AI Grows 3 October 2026·1178 words·6 mins Server CPUs Agentic AI Ai Infrastructure Data Centers Cloud Computing TrendForce Hyperscalers Semiconductors
Intel Nova Lake-S Leak Reveals 28-Core CPU and BFC Suffix 2 October 2026·1936 words·10 mins Intel Nova-Lake Core-Ultra Amd Ryzen Z3 Handheld Gaming AI Chips Semiconductors
