5+ hour, 32+ min ago   (126+ words) High End Routing and Aggregation equipment revenue grew 25% YoY in Q2, says Dell’Oro, driven by stronger demand across all regions and customer segments. Notably, vendor direct sales revenue to cloud providers grew 94% YoY during the same quarter, driven by hyperscalers’ AI…...

5+ day, 1+ hour ago   (371+ words) Microchip Technology is introducing its SY757xx family of 1.2V-output LVCMOS clock buffers. Specifically, the SY757xx family enables ultra-low additive jitter clock distribution while maintaining the high clock resolution and signal integrity required for high-speed FPGA, SoC and CPU platforms. And to provide…...

5+ day, 5+ hour ago   (458+ words) Mistral, the three year-old French AI company. has raised €3 billion in a Series D funding round at a valuation of more than €21 billion, the largest equity fundraising round ever completed by a European technology company. Samsung Electronics led the round,…...

5+ day, 5+ hour ago   (350+ words) ASML has started building its second major industrial campus in the Brainport region of the Netherlands. The company celebrated the occasion with a groundbreaking ceremony at Brainport Industries Campus (BIC) North, launching a multi-phase development project that will eventually span…...

1+ week, 1+ hour ago   (210+ words) A strategic partnership between MRAM manufacturer, Everspin Technologies and Teledyne HiRel Semiconductors will mean that the 256Mb Persyst spin-transfer torque MRAM (STT-MRAM) will be used in Teledyne HiRel’s memory products for mil-aero customers. The MRAM combines RAM-like speed and the ability…...

1+ week, 5+ hour ago   (151+ words) 2Q 2026 marked a major inflection point as switch sales in AI back-end networks surpassed those in front-end networks for the first time, reports Dell’Oro. Meanwhile, Ethernet further extended its lead in AI back-end networks, helping mitigate supply constraints. Ethernet AI back-end…...

1+ week, 5+ hour ago   (59+ words) The top five enterprise SSD brands doubled revenue in Q2 over Q1 to $37.59 billion —a 103.6% increase, reports TrendForce.. Samsung had Q2 revenue of $14.35 billion. Hynix had $8.63 billion. Micron SSD revenue grew 126.3% QoQ to hit $6.98 billion. Kioxia doubled revenue QoQ to reach $4.64 billion. SanDisk…...

1+ week, 3+ day ago   (115+ words) China is 15 years behind in chip manufacturing, according to Frank Rohmund (pictured) who beads up the Semiconductor Manufacturing Technology at Zeiss. Zeiss is the only source of the optical systems used in ASML’s EUV lithography machines and ASML has a…...

1+ week, 3+ day ago   (197+ words) Pictured above is the 13.3-inch 4K2K Rugged Plus TFT display from JDIT-K. The display has a 70,000‑hour LED lifetime and it comes in two configurations. The standard 13.3-inch 4K2K module (LPM133N320A) and the 4K2K module with fully integrated projected capacitive touchscreen (LPM133N321A). The LTPS (low-temperature…...

1+ week, 5+ day ago   (195+ words) Next week (on Sept 9) Arm shareholders will vote on the pay package of CEO Rene Haas (pictured) which was announced last May. Although shareholder advisory groups are advising Arm shareholders to vote against, it is a futile exercise as SoftBank…...