semiconductors
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d-Matrix is integrating its Raptor inference XPUs with NVIDIA NVLink Fusion and MGX, targeting 144 accelerators and roughly 2.3 TB of memory per rack.
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Astera Labs expands its Leo Smart Memory Controller family with fabric-attached AI memory, PCIe 6 and CXL 3.2, claiming up to 62% faster time to first token.
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Tower Semiconductor is turning its Japanese manufacturing footprint into what is planned to become its largest optical-connectivity semiconductor hub, with new reporting putting the program at roughly $4 billion and projecting the equivalent of 45,000 300 mm wafers per month by 2029. New details published September 24 say the expansion could lift Tower’s Japanese capacity…
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Enphase is building 4 kW IQ Solid-State Transformer modules in Texas for modular AI data-center power racks scaling to 5 MW and converting medium-voltage AC directly to 800 VDC.
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Axelera AI has launched its second-generation Europa accelerator at 629 TOPS and 45 W TDP, with validated Dell and Supermicro systems targeting enterprise AI and AI factories.
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PicoJool raised $27.5 million to scale 200G VCSEL and microVCSEL optical links for AI data centers, bringing total funding to $39.5 million.
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onsemi’s new Embedded Power Platform uses the silicon wafer itself as the package, targeting 3–5x higher power density for AI infrastructure and electrification.
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Qualcomm and AWS are collaborating across multiple generations of customized AI data-center silicon and optical connectivity extending to 1.6T.
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Wise Integration and Navitas Semiconductor are combining WiseWare digital control with GaN and SiC power semiconductors for AI data-center PSUs and grid-to-chip conversion.
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SK hynix has launched SK hynix Ventures in Silicon Valley, widening its investment focus to AI computing, data centers, system software and optical interconnects.
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Alibaba unveiled its Zhenwu V900 AI accelerator and a roadmap targeting more than 20 GW of global data-center capacity by 2032.
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Marvell is demonstrating 2 nm 400G-per-lane PAM4, 800G ZR/ZR+ with MACsec, 1.6T coherent optics and a 102.4 Tbps CPO platform for AI data centers.
