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Briefing · Friday, February 13, 2026

Photonics, Foundry Showdowns, and AI Chips Drive 2026 Semiconductor Pulse

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Today’s headlines spotlight a surge in photonic infrastructure aimed at slashing data‑center power, a heated capital‑expenditure race among the world’s top three foundries, and breakthroughs in high‑voltage SiC power devices and automotive AI microcontrollers. Meanwhile, AI‑driven design tools promise to cut time‑to‑market for new chips, and a chiplet summit signals a maturing modular silicon ecosystem.

These stories underscore a semiconductor landscape where energy efficiency, geopolitical supply‑chain resilience, and rapid design automation converge to shape the next wave of AI, automotive, and data‑center technologies.

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