semiconductors
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Ambarella is separating its low-power AI engine from the rest of its system-on-chip architecture. The new X7 is the company’s first standalone CVflow accelerator, built to add modern AI inference to existing Arm and x86 systems without forcing manufacturers to redesign the host platform. The company says X7 operates inside a 2-to-5-watt power envelope in…
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Micron demonstrates a 512GB DDR5 RDIMM at up to 9,200 MT/s, with AMD and Intel validating the ultra-dense server memory module.
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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.
