Today's Semiconductors Pulse
AMD CEO says AI boom revives focus on CPUs
AMD CEO Lisa Su said the rapid expansion of AI workloads is refocusing attention on central processing units. AMD also announced it will invest more than $10 billion in Taiwan’s ecosystem to accelerate AI infrastructure deployment.
NXP CoreRide Gains Vector Software Support for SDV Platforms
NXP’s CoreRide platform now includes Vector’s MICROSAR embedded software, creating a pre‑integrated solution for software‑defined vehicles (SDVs). The partnership delivers the CoreRide Z248 zonal reference system, combining real‑time compute hardware with Vector’s classic stack, configurator and system‑design tools. By aligning hardware and software early, the collaboration targets faster bring‑up, reduced integration effort, and secure boot, OTA updates, and optimized networking for zonal architectures. OEMs can move from evaluation to series production with lower technical risk.
Diodes Launches 32 Gbps ReDriver for Cockpits
Diodes Incorporated has introduced the PI3EQX32904Q, a four‑channel linear ReDriver delivering 32 Gbps bandwidth for next‑generation automotive smart cockpits. The device supports PCI Express 5.0, SAS4 and CXL, and is built on a 0.13 µm silicon‑germanium BiCMOS process to provide low jitter and high...
DDR6 Moves Into Early Development: Memory Manufacturers Apparently Target 2028 to 2029
Samsung, SK hynix and Micron have asked substrate partners to start early DDR6 development, moving the next DRAM generation from roadmap to pre‑production. The industry targets a 2028‑2029 commercialization window, with the first modules aimed at server and AI workloads rather...
Managing Growing Complexity Across the Silicon Lifecycle
#Technology #Thread #Semiconductor #Manufacturing #Copilot The Semiconductor Copilot For Semi: 1/ - The Semiconductor Industry Is Becoming Increasingly Complex. - From Design To Manufacturing, Engineers Must Navigate Massive Volumes Of Data, Tools, And Decisions Across The Entire Silicon Lifecycle. The Question Is: How...
AMD 26Q1 Earnings Report
AMD reported Q1 2026 revenue of $5.6 billion, up 12% year‑over‑year, propelled by a 30% surge in data‑center sales to $1.5 billion. Adjusted earnings per share came in at $0.78, beating consensus estimates, and the company lifted its full‑year revenue outlook to $24 billion....
Cognex Unveils In-Sight 3900, AI Vision System for Edge Inspection
Cognex Corp. introduced the In‑Sight 3900, an embedded AI vision system built on Qualcomm Dragonwing chips that delivers high‑speed, high‑accuracy inspection at the edge without a separate computer. The launch aims to let manufacturers run demanding quality checks without sacrificing line...
Intel to Showcase 18‑Angstrom Chip Family at Computex 2026, From Handhelds to 288‑Core Servers
Intel will preview a full‑stack portfolio built on its 18‑angstrom (1.8 nm) process at Computex 2026 in Taipei, including the Panther Lake handheld, the 52‑core Nova Lake desktop and the 288‑core Clearwater Forest server. The rollout highlights Intel’s bid to sell...
25‑nm Ferroelectric Memory Chip Beats Power‑Loss Limits, Paving Way for Cooler AI Devices
Scientists at the Institute of Science Tokyo have demonstrated a 25‑nanometer ferroelectric tunnel junction memory cell that consumes less power as it gets smaller. The breakthrough overturns a long‑standing belief that miniaturization inevitably raises energy cost, opening a path to...
Amtech Systems Inc (ASYS) Q2 2026 Earnings Call Transcript
Amtech Systems reported Q2 2026 revenue of $20.5 million, up more than 30% year‑over‑year and 8% sequentially, driven by strong AI‑related equipment sales. Adjusted EBITDA rose to $2.5 million, representing a 12% margin, while gross margin expanded to 47.7% and cash balances...
GSI Technology Inc (GSIT) Q4 2026 Earnings Call Transcript
GSI Technology reported fiscal 2026 revenue of $25.1 million, a 22.4% increase driven by strong SRAM sales, while cash rose to $67.2 million after a $46.9 million capital raise. Operating expenses jumped to $31.2 million, pushing the operating loss to $17.5 million as R&D on...
Synaptics Inc (SYNA) Q3 2026 Earnings Call Transcript
Synaptics reported fiscal Q3 2026 revenue of $294.2 million, a 10% year‑over‑year increase driven primarily by a 31% surge in Core IoT sales. Non‑GAAP operating margin rose to 18.1%, up 260 basis points, and earnings per share reached $1.09, topping...
AIXTRON to Build New Facility in Penang
AIXTRON SE signed an agreement with Malaysia’s Investment Development Authority to build a greenfield manufacturing plant in Penang’s Bandar Cassia Technology Park. The 8.5‑acre site will host a three‑story office, state‑of‑the‑art cleanrooms and logistics areas designed for 100 mm, 150 mm and...
Arrow Details Strategy to Address Fragmentation, Complexity in Japan’s Semiconductor Procurement Ecosystem
Arrow Electronics is integrating ChipOneStop.com with Arrow.com to create a unified digital sourcing platform tailored for Japan’s semiconductor market. The combined platform blends Arrow’s global scale with local language, compliance and currency support, backed by a Yokohama warehouse that can...
Supply Constraints Decide Winners in Compute Boom
You’d think no one would be surprised we can’t make enough chips. Three earnings prints in 48 hours just confirmed the same story that compute demand has lapped supply, and capacity is the binding constraint across silicon, optics, and IP....
Hormuz Crisis Shows Gaps in Taiwan’s High-Tech ‘Silicon Shield’
Taiwan’s semiconductor sector, responsible for over half of the world’s advanced‑node chips, consumes roughly 20 % of the island’s electricity, much of it powered by imported liquefied natural gas (LNG). The closure of the Strait of Hormuz in early March halted...
Researchers Discover a New Pathway to Building Energy-Efficient Computing Chips
Researchers at UC Berkeley, Lawrence Berkeley National Lab and SLAC have shown that titanium dioxide (TiO₂) turns ferroelectric when its film thickness drops below three nanometers, and the effect remains stable down to about one nanometer. This ultra‑thin ferroelectric behavior...
Data Center Surge Makes Optics a New Bottleneck
$COHR delivered a clean BEAT and RAISE on every line that mattered, and the data center business is now the entire story. Record revenue, expanding margins, accelerating bookings, a structural tailwind from CPO. The stock is selling off post-print due...
Arm's Data Center Royalties Double, Silicon Demand Soars
$ARM delivered a clean BEAT and RAISE on every line that mattered, and the data center business doubled YoY. The story is no longer pure IP licensing. It is now also silicon with AGI, and the silicon business is ramping...
GlobalFoundries Rolls Out SCALE Silicon‑Photonic Platform to Boost AI and HPC Bandwidth
GlobalFoundries introduced its SCALE silicon‑photonic platform, designed for co‑packaged optics in AI and high‑performance computing. The solution supports 50‑100 Gbps modulators, 8‑ and 16‑wavelength links, and meets the OCI MSA standards, promising faster, more energy‑efficient data‑center interconnects.
Memory & Architecture Design Crucial for Inference Era
Good discussion here with @MicronTech Chief Business Officer Sumit Sadana, @AMD CTO Mark Papermaster on memory and architecture design needs in the inference era. https://t.co/H5d1zt1KbM
Data Center CPU Market May Exceed $200B by 2030
I'm now beginning to wonder if the now consensus data center CPU TAM ranging between ~110-175B in 2030 could be off and it ends up being north of $200b. Just looking at our model, unit volume trends, what we hear...
Broadcom Climbs to Comerica Bank’s Ninth‑largest Holding, Underscoring AI Chip Confidence
Comerica Bank trimmed its Broadcom stake by 4.7% in Q4 yet still owns 950,377 shares worth $328.9 million, making the semiconductor giant its ninth‑largest holding. The move comes amid a wave of institutional buying and analyst upgrades that push Broadcom’s price...
Timing Gap Hits AI Optics Stocks, COHR Slides 7%
$COHR off ~7% after a solid Q. Similar to $LITE, the market seems to be digesting the timing gap between real AI optics demand today and the larger architecture transition still ahead. As with everything, timing matters.
ARM's AGI CPU Demand Doubles to $2B Quickly
$ARM delivers across the board. Noting it saw early demand for its new AGI CPU double from $1 to $2 Billion within weeks of its announcement.
Arm Gains After Push Into AI Data Centers Bolsters Forecast
Arm Holdings Plc posted a robust fiscal Q1 outlook, forecasting revenue of about $1.26 billion and adjusted earnings of $0.40 per share. The figures slightly exceed analysts’ consensus of $1.25 billion revenue and $0.36 earnings. Management highlighted growing demand for its AI‑optimized...
Energy, Not Models or Chips, Drives Competitive Advantage
models will be commoditized chips will be commoditized the only thing that matters is energy
Onsemi Q1 2026 Revenue $1.513 Billion, Core Metrics Beat Expectations
onsemi reported Q1 2026 revenue of $1.513 billion, topping the midpoint of its guidance, with GAAP and non‑GAAP gross margins steady at 38.5%. GAAP operating margin fell to 3.5% while non‑GAAP margin held at 19.1%, and diluted EPS was $0.08 GAAP...
PCIe 8.0 Spec Draft 0.5 Released For 1TB/S Bi-Directional X16 Bandwidth
The PCI‑SIG released draft version 0.5 of the PCIe 8.0 specification, which doubles the x16 bi‑directional bandwidth to 1 TB/s (256 GT/s). PCIe 8.0 retains PAM4 signaling and aims for backward compatibility while exploring new connector designs. The draft also introduces power‑reduction techniques. This...
Anthropic, SpaceX Deal Boosts Claude Compute and Points to Space-Based AI
Anthropic has secured full access to SpaceX’s Colossus 1 supercomputer, a 220,000‑GPU system delivering over 300 MW of AI compute. The added capacity will boost performance and raise rate limits for Claude Pro, Claude Max and Claude Code services. The agreement is part of Anthropic’s...
Canadian Government To Spin-Off III-V Foundry Unit
The Canadian government is preparing to spin off the Canadian Photonics Fabrication Center (CPFC) into a stand‑alone commercial entity. CPFC, the nation’s only pure‑play III‑V compound semiconductor foundry, operates a 40,000‑square‑foot facility with an additional 8,000 square feet of clean‑room...
OpenAI Built a Networking Protocol with AMD, Broadcom, Intel, Microsoft, and NVIDIA to Fix AI Supercomputer Bottlenecks
OpenAI announced a new networking protocol, Multipath Reliable Connection (MRC), co‑developed with AMD, Broadcom, Intel, Microsoft and NVIDIA. MRC distributes data packets across hundreds of simultaneous paths, dramatically reducing congestion and enabling microsecond‑scale rerouting when links fail. The protocol can...
Discussing AMD, ARM, and NVIDIA on Power Lunch
Thanks @SullyCNBC for having me on Power Lunch to discuss $AMD, $ARM, and $NVDA. https://t.co/lK0BLNhhXg https://t.co/DGfK9M8mn7
ARM Surges Ahead of Earnings as AMD Outlook Supercharges Semiconductor Stocks
Advanced Micro Devices (AMD) lifted semiconductor sentiment by guiding Q2 revenue to $11.2 bn, roughly a 50% year‑over‑year increase, underscoring strong data‑center demand. The upbeat outlook helped lift ARM Holdings (ARM) shares 12% ahead of its after‑hours earnings report, as investors...
Musk Has Never Built a Wafer Fab, but He Wants to Burn $119B on One Anyway
Elon Musk’s SpaceX announced the "Terafab" project, a proposed $119 billion semiconductor fabrication complex in southeast Texas. The first phase alone is budgeted at $55 billion, roughly double Intel’s recent Arizona fab expansion. SpaceX has enlisted Intel as a partner to provide...
Micron Set to Gain From Samsung, SK H
Would be another positive for $MU Samsung Electronics and SK Hynix are both headed for strikes reports out of the mainland https://t.co/jLwz8VNydI
AMD Poised to Dominate Expanding Data Center CPU Market
Shared some thoughts on $AMD along with how we see the data center CPU TAM expansion playing out.
SpaceX May Spend up to $119B on ‘Terafab’ Chip Factory in Texas
SpaceX is weighing a $55 billion initial outlay, potentially rising to $119 billion, to build a vertically integrated semiconductor plant dubbed "Terafab" in Grimes County, Texas. The proposal, filed on the county website, envisions a multi‑phase fab that could eventually generate one...
The Great Divide: A Tale of Three Hardware Emulation Architectures
Hardware emulation, born in the 1980s to bridge the gap between slow gate‑level simulation and late silicon prototypes, has split into three architectural families: processor‑based, custom‑FPGA‑based, and commercial‑FPGA‑based. Processor‑style platforms, pioneered by Quickturn and later Cadence, deliver deep visibility but...
AMD Highlights Instinct MI430X GPU, Future HPC Systems at HPC User Forum
At the HPC User Forum in Austin, AMD unveiled its Instinct MI430X GPU, promising more than 200 teraflops of native FP64 performance—roughly six times the upcoming NVIDIA Rubin chip. The company highlighted the MI430X as a dual‑purpose accelerator for high‑precision...
DRAM Drought to Dog AMD's Chips This Year
AMD warned that PC CPU shipments will dip in the second half of 2026 as a DRAM shortage drives memory prices up four‑fold. The chipmaker still expects its Client segment to post year‑over‑year revenue growth, buoyed by Ryzen adoption and...
ARM Results Boost Growth and TAM for Agentic CPUs
$ARM results should continue to fuel the fire. Especially the expected order growth and TAM expansion for agentic CPUs. 💪
Taiwan’s Manufacturing PMI Hits 60.3% as AI‑Driven Chip Demand Tightens Supply
Taiwan’s manufacturing purchasing managers index climbed to 60.3% in April 2026, marking a seventh straight month of expansion and the strongest reading since September 2021. The surge reflects soaring AI‑driven semiconductor demand that is tightening supply across the island’s factories....
Silicon Oscillators Solve Computer Problems that Would Take Thousands of Years Using Semiconductors
A KAIST research team has built an oscillatory Ising machine entirely from conventional silicon transistors, demonstrating that combinatorial optimization problems like Max‑Cut can be solved at room temperature. By implementing both oscillators and couplers with single‑transistor devices, the system achieves...
MaxLinear Unveils Panther V AI Inference Accelerator at Dell Tech World
MaxLinear announced the debut of Panther V, its next‑generation AI inference accelerator, at Dell Technologies World 2026. The chip targets data‑movement bottlenecks in large‑scale inference clusters and taps an estimated $5 billion market for purpose‑built silicon accelerators.
Micron Tops $700 B Market Cap After Debut of 245TB SSD
Micron Technology’s stock surged 11% on Tuesday, pushing its market capitalization above $700 billion for the first time. The rally follows the company’s rollout of a 245‑terabyte SSD, the highest‑capacity drive on the market, and reflects accelerating demand for memory in...
Shinhan’s AI Semiconductor ETF Hits 1 Trillion Won AUM, Joining Korea’s Mega‑ETF Club
Shinhan Asset Management announced that its SOL AI Semiconductor TOP2 Plus ETF surpassed 1 trillion won ($730 million) in assets under management just 50 days after launch, propelled by record retail buying and a concentrated portfolio of Korea’s semiconductor giants.
GlobalFoundries Reports Double‑digit Q1 Growth and Oversubscribed SiGe Capacity Through 2027
GlobalFoundries announced double‑digit percentage growth in automotive, communications infrastructure and data‑center markets for Q1 2026, and warned that its silicon‑germanium (SiGe) capacity at the Vermont fab is already oversubscribed through 2027. The company also previewed its Investor Day on May...
Supply Chain Masters Reveal Upside in Constraint Map
I'm working on a report on the constraint map (I know it's an overused term) but still apt. But in this environment, the easiest way to see the upside is by those who are masters of the supply chain. https://t.co/9ZCdGgQZVs
Chipmakers Deploy AI to Consolidate Embedded Dashboard Data
Chipmakers are starting to use AI to manage data that is mined from different “dashboards,” many of which are already embedded in chips and systems and used to monitor everything from thermal gradients to voltage droop. https://t.co/zk6dbLIn9l #semiconductor #dashboards
AMD Reports 1st Quarter 2026 Financial Results
AMD reported first‑quarter 2026 revenue of $10.3 billion, a 46 percent year‑over‑year increase, with GAAP net income of $1.4 billion and non‑GAAP earnings of $2.3 billion. The Data Center segment drove growth, posting $5.8 billion in revenue, up 57 percent, fueled by EPYC CPUs and Instinct...