Latest semiconductor industry news and analysis
Page 29 of 34Strategic focus on custom silicon allows operators to manage 5G costs preparing for 6G and AI-driven data surge. The post Arm Positions Neoverse for AI and Telco Networks at MWC appeared first on EE Times.
Photonic integration firm Photon Bridge of Eindhoven, The Netherlands has announced a strategic partnership with CPFC, the Canadian Photonics Fabrication Centre, as the indium phosphide (InP) laser foundry partner for its multi-wavelength external laser sources (ELS). The firm says that the cooperation highlights the manufacturability and volume scalability of its...
In April of 2025, OpenAI released a new version of GPT-4o, one of the AI algorithms users could select to power ChatGPT, the company’s chatbot. The next week, OpenAI reverted to the previous version. “The update we removed was overly flattering or agreeable—often described as sycophantic,” the company announced. Some...
Sivers Semiconductors AB of Kista, Sweden (which supplies RF beam-former ICs and lasers for AI data-center, SATCOM, defense and telecom applications) says that its strategic LiDAR (light detection and ranging) customer has incorporated its technology across their platforms and will ramp production from fourth-quarter 2026 for automotive and industrial applications....
OCS is not a near term danger to Arista but can pose a structural threat to Arista’s “blue-box” networking moat in the long run.
In booth 339 at the Optical Fiber Communications Conference and Exhibition (OFC 2026) at the Los Angeles Convention Center (16–19 March), POET Technologies Inc of Toronto, Ontario, Canada –– which designs and implementats highly integrated optical engines and light sources for artificial intelligence networks –– is giving live demonstrations of...
In booth #1155 at the Optical Fiber Communication Conference and Exhibition (OFC 2026) in Los Angeles, CA, USA (15–19 March), photonic simulation CAD software developer Photon Design Ltd of Oxford, UK is showcasing its newly released HAROFLD QD laser simulator and silicon modulator design tool. It is also featuring its...
La Luce Cristallina of Austin, TX, USA says that the beta-version of its 200mm (8-inch) barium titanate (BaTiO3) wafer is now available to customers for evaluation in advanced electro-optic modulators for telecoms and datacoms applications. By enabling ultra-low-voltage operation, La Luce Cristallina’s BaTiO3 platform is said to advance co-packaged optics...
Open-source AI and small language models challenge costly closed systems. The post Open-Source AI Gains Ground as Rising Costs Push Shift to Smaller Models appeared first on EE Times.
Original Article By SemiVision Research [Reading time: 10 mins]
New architectures pose new challenges but AI may help to provide solutions and break down barriers
Humanoid robots stun at AW 2026, showing off embodied AI breakthroughs. The post Humanoid Robots Exit Labs: Mapping the Technical Path to Embodied AI at AW 2026 appeared first on EE Times.
The semiconductor industry finds itself at a critical juncture, where the traditional paradigms of Moore’s Law are encountering fundamental physical and economic limitations. As the industry grapples with the imperative to sustain innovation and meet the escalating performance demands of contemporary computing applications, the transition to 3D IC design emerges...
NUBURU Inc of Centennial, CO, USA (a dual-use defense & security platform company focused on non-kinetic effects, directed-energy technologies, and software-orchestrated defense systems) says that its subsidiary Lyocon S.r.l. (an Italian laser-technology company specializing in the design, manufacturing and integration of high-power blue laser systems for industrial applications) has completed...
5 min read.
Updated March 2026
Wolfspeed Inc of Durham, NC, USA — which makes silicon carbide (SiC) materials and power semiconductor devices — says that its 300mm silicon carbide (SiC) technology platform could serve as a foundational materials enabler for advanced AI and high‑performance computing (HPC) heterogeneous packaging by the end of this decade...
Lumentum Holdings Inc of San Jose, CA (which designs and makes photonics products for optical networks and lasers for industrial and consumer markets) has been selected to join the S&P 500 index. According to S&P Dow Jones Indices, Lumentum will be added to the benchmark index before the market opens...
Fabless photonic integrated circuit (PIC) design, prototyping, testing and packaging house VLC Photonics S.L. of Valencia, Spain (which has experience with various material platforms including silicon photonics, indium phosphide, silicon nitride, PLC and polymer) has announced a strategic collaboration in North America with Hitachi High-Tech America Inc (HTA), which sells...