Latest News
Breaking semiconductor news, earnings, and announcements — the full daily feed.
AMD Continues to Nibble Away at Intel’s Market Share
AMD continued to nibble away at Intel market share in the first quarter of 2026 with some bigger bites than usual, particularly on the server side, where it made considerable inroads year over year. The Q1 2026 numbers from Mercury Research, a market research firm specializing in semiconductor sales, found that Intel’s overall share of […]
Andy Patrizio · Jun 4, 2026 · 2 min
The Hidden Moat: Why Operational Depth Defeats the ‘Build It Yourself’ Narrative
Operational Depth in Enterprise SaaS: The Hidden Moat Against the ‘Build It Yourself’ Narrative. Core value is in governance, security, and deep orchestration.
Keith Kirkpatrick · Jun 4, 2026 · 14 min
Can ADI Hot Swap Controllers De-Risk NVIDIA’s 800 VDC Transition?
800 VDC power architecture is becoming a key enabler of AI factory scale as NVIDIA and Analog Devices address power delivery constraints.
Brendan Burke · Jun 4, 2026 · 6 min
Salesforce Bets on Agentic Marketing: Will Unified AI Agents Redefine Martech ROI?
Salesforce’s agentic AI platform transforms martech with collaborative AI agents designed to deliver measurable ROI for enterprise marketers.
Keith Kirkpatrick · Jun 4, 2026 · 8 min
Cisco Needs Its Own Silicon to Compete in AI Infrastructure
For most of Cisco’s history, the company occupied a well-defined place in the technology stack. Cisco built the networks that connected everything else. Servers evolved. Storage evolved. Applications evolved. Cisco moved the packets between them. That position created one of the most successful companies in technology history. It may not be enough for the AI […]
Alan Shimel · Jun 3, 2026 · 5 min
Techstrong Semi: Why This Matters Now
Last week, Futurum announced its intent to acquire Enterprise Technology Research (ETR). This week, we’re launching Techstrong Semi. On the surface, those may look like unrelated developments. One is an acquisition that adds one of the industry’s most respected sources of enterprise technology spending intelligence to Futurum. The other is a new media property focused […]
Daniel Newman · Jun 2, 2026 · 5 min
Workday and Google Integrate HR and Finance AI Agents into Gemini Enterprise
The Workday Google Cloud partnership integrates AI agents, enterprise data, and workflow automation into Gemini Enterprise for HR and finance operations.
Keith Kirkpatrick · Jun 2, 2026 · 6 min
Anthropic Files For IPO, Looking to Beat OpenAI to the Punch
Anthropic confidentially files for IPO after $965B Series H. What does the financial data tell us ahead of a potential October 2026 listing?
Nick Patience · Jun 2, 2026 · 6 min
Intel Xeon 6+ Targets Agentic AI Density With 288 E-Cores on Intel 18A
Intel Xeon 6+ on Intel 18A with Foveros Direct 3D delivers 288 cores for agentic AI, leveraging captive fabs as a structural supply advantage.
Brendan Burke · Jun 2, 2026 · 9 min
Every AI Story Eventually Becomes a Semiconductor Story
When I started covering technology, semiconductors were one of those industries that most people acknowledged as important but rarely paid much attention to. Chips were the engines underneath the hood. They powered servers, PCs, networking equipment and eventually smartphones, but they generally weren’t the story. The story was the software, the applications, the platforms and […]
Alan Shimel · Jun 2, 2026 · 5 min
Can Bigin’s AI Agents Redefine CRM Automation for Small Businesses?
Bigin’s Zia Agents bring enterprise-grade AI automation to small business CRM, transforming sales and service workflows with intelligent digital.
Keith Kirkpatrick · Jun 2, 2026 · 5 min
Salesforce Bets on Contentful to Make Agentic AI and Content Orchestration Table Stakes
Salesforce’s Contentful acquisition makes content orchestration a native AI feature, raising competitive stakes for enterprise software platforms.
Keith Kirkpatrick · Jun 2, 2026 · 4 min
Microsoft 365 Copilot’s Redesign Raises the Bar for Embedded Enterprise AI
Microsoft 365 Copilot’s Redesign transforms enterprise AI with unified workspace, adaptive features, and Work IQ intelligence layer driving.
Keith Kirkpatrick · Jun 2, 2026 · 4 min
Are Mid-Market AI Budgets Doomed to Complexity Tax, Or Is a Simpler Path Emerging?
Discover how integrated AI solutions help mid-market companies overcome complexity tax and accelerate ROI faster than traditional approaches.
Keith Kirkpatrick · Jun 2, 2026 · 6 min
Can ZoomMate Make Zoom the New System of Action for Enterprise Workflows?
Discover how agentic AI is reshaping enterprise software. Zoom’s ZoomMate demonstrates the power of agentic AI in workflow orchestration.
Keith Kirkpatrick · Jun 2, 2026 · 6 min
Will Adobe and NVIDIA’s RTX Spark Partnership Redefine Creative AI Workflows?
NVIDIA’s RTX Spark partnership with Adobe accelerates creative AI workflows, delivering 2x faster performance in Photoshop, Premiere, and more.
Keith Kirkpatrick · Jun 2, 2026 · 5 min
Broadcom Lays the Pipeline for the Intelligent Edge With 50G PON and Wi-Fi 8 at COMPUTEX 2026
Broadcom’s broadband Edge AI portfolio pairs 50G PON and Wi-Fi 8 with on-chip NPUs, advancing an intelligent edge where connectivity gates the AI home.
Brendan Burke · Jun 2, 2026 · 6 min
Can NVIDIA’s RTX Spark Make Home AI a Relief Valve for the Grid?
NVIDIA RTX Spark moves AI agents on-device and could relieve a strained grid, but memory bandwidth and software gaps will set the real limits.
Brendan Burke · Jun 2, 2026 · 7 min
NVIDIA Engineers the Agentic Data Center with DSX Software Control and Vera CPU Acceleration
NVIDIA launches Vera CPU and DSX software to engineer the agentic data center, shifting AI factory competition from chip performance to software-controlled tokens per megawatt.
Brendan Burke · Jun 2, 2026 · 6 min
NVIDIA Cosmos 3 and Open Agent Tools: Is Physical AI About to Leave the Lab?
NVIDIA Cosmos 3 open physical AI model launches with agent skills, tools for robotics, AVs, industrial AI: does the data support the production narrative?
Nick Patience · Jun 2, 2026 · 6 min
NVIDIA Formally Introduces Vera, a CPU Designed for AI
NVIDIA formally took the wraps off of Vera, its second-generation […]
Andy Patrizio · Jun 2, 2026 · 2 min
AMD Launches New CPUs With DDR4 Support
CPU and motherboard makers like to transition off of old […]
Andy Patrizio · Jun 1, 2026 · 3 min
NVIDIA Plays a Delicate Balancing Game
NVIDIA’s recent announcement that it plans to invest roughly $150 billion annually in Taiwan and establish a major headquarters presence there generated headlines around the world. Given Taiwan’s role in the semiconductor industry, the move was hardly surprising. TSMC manufactures NVIDIA’s most advanced chips, and the broader ecosystem of suppliers, packaging specialists and manufacturing partners […]
Alan Shimel · Jun 1, 2026 · 5 min
Intel’s Crescent Island GPU Built for AI Inference with Up to 480 GB Memory
Intel has disclosed new details about Crescent Island, its upcoming […]
James Maguire · Jun 1, 2026 · 3 min
Escape Velocity — When Does China’s AI Stack Break Free?
When does China’s AI stack reach escape velocity? A vector-by-vector reading of Futurum’s 1H 2026 silicon model against Jensen Huang’s Dwarkesh interview.
Erik Bethke · Jun 1, 2026 · 19 min
Canva’s May 2026 Launches Signal an Enterprise Platform Ambition Beyond Design
Canva’s May 2026 launches reveal enterprise platform ambitions beyond design. Explore workflow automation, data integrations, and competitive.
Keith Kirkpatrick · Jun 1, 2026 · 5 min
Marvell Q1 FY 2027 Raises Full-Year Outlook on AI Data Center Demand
Marvell Q1 FY 2027 earnings show AI data center demand driving interconnect, switching, and custom silicon outlook into FY 2028.
Brendan Burke · Jun 1, 2026 · 5 min
Mistral AI Shifts to Full-Stack Strategy With Vibe and Industrial AI
Mistral AI agent platform takes shape at AI Now Summit: Vibe unifies work and code agents, industrial AI targets aerospace and automotive, and Les Ulis adds inference capacity.
Nick Patience · Jun 1, 2026 · 8 min
Is Genesys’ WhatsApp Integration the New Standard for Omnichannel Customer Engagement?
Genesys’ WhatsApp Integration sets new standards for omnichannel customer engagement, unifying messaging, voice, and AI in one platform.
Keith Kirkpatrick · Jun 1, 2026 · 4 min
SugarAI’s Rebrand Raises the Stakes in AI-Powered CRM, But Can It Deliver Actionable Intelligence?
SugarAI’s rebrand positions it as a next-generation AI platform for enterprise CRM. Can it deliver actionable intelligence against entrenched.
Keith Kirkpatrick · Jun 1, 2026 · 6 min
NVIDIA, Microsoft Debut RTX Spark Platform for Agentic AI PCs
NVIDIA has unveiled the RTX Spark, a new Arm-based chip […]
James Maguire · Jun 1, 2026 · 3 min
Teradyne Q4 FY 2025 Shifts the Narrative to Data Center and Physical AI
Teradyne AI testing and robotics drive Q4 2025 results. AI demand fueled 60% of revenue as testing and physical AI robotics hit new peaks.
Brendan Burke · May 29, 2026 · 4 min
SAP Bets on Autonomous CX: Will Advanced Success Plan Redefine Outcome-Driven CRM?
SAP’s Advanced Success Plan redefines outcome-driven CRM with AI-powered autonomous customer experience transformation and measurable ROI.
Keith Kirkpatrick · May 29, 2026 · 4 min
Will Zoho MCP Server Make Conversational Payments the New Enterprise Standard?
Zoho MCP Server enables conversational AI payments. Learn how this platform transforms enterprise automation with natural language workflows.
Keith Kirkpatrick · May 29, 2026 · 4 min
Can Google and Samsung Displace Meta in the Smart Glasses Segment?
Google’s intelligent eyewear brings Gemini-powered smart glasses back into focus, but privacy and adoption risks remain unresolved.
Olivier Blanchard · May 29, 2026 · 8 min
NXP Q4 and FY 2023 Earnings Point to Strength of Automotive Segment
NXP Q4 and FY 2023 earnings point to solid ground in automotive, IoT, and mobile despite a challenging year for semiconductors.
Olivier Blanchard · May 28, 2026 · 6 min
Synopsys Advances Automotive Security with Critical ISO/SAE 21434 Cybersecurity Compliant IP
Certified Synopsys ARC HS4xFS Processor IP with SRA enables designers to integrate the IP into their system to meet ISO/SAE 21434.
Olivier Blanchard · May 28, 2026 · 4 min
Stellantis Q1 FY 2026 Earnings Return to Profitability
Stellantis Q1 FY 2026 earnings show a return to profit, led by North America mix gains, while Europe stays pricing-constrained.
Olivier Blanchard · May 28, 2026 · 4 min
Silicon Labs Q1 FY 2026: Industrial Demand and Design Wins Support Recovery
Silicon Labs Q1 FY 2026 earnings show industrial demand signals and design win momentum, with guidance suspended due to the pending deal.
Brendan Burke · May 28, 2026 · 5 min
Applied Materials’ EPIC Advanced Packaging Ecosystem Adds Broadcom to TSMC
Broadcom partners with Applied Materials to accelerate next-generation AI chip development through co-innovation
Brendan Burke · May 28, 2026 · 6 min
Synopsys Q1 FY 2026 Earnings Highlight EDA and Ansys Momentum
Synopsys Q1 earnings show strong AI-led design automation demand, Ansys momentum, and disciplined execution supporting full-year guidance.
Brendan Burke · May 28, 2026 · 6 min
Cadence Q4 FY 2025 Earnings Underscore AI-Led EDA Momentum
Cadence Q4 FY 2025 shows AI-led EDA momentum, hardware strength, and record backlog; agentic AI and hyperscaler supporting FY 2026 guidance.
Brendan Burke · May 28, 2026 · 5 min
Arm AGI CPU Goes to Market via Supermicro and Verda at 2026 OCP EMEA Summit
Agentic AI infrastructure advances as Supermicro and Verda leverage OCP standards to integrate Arm AGI CPUs with NVIDIA GPUs at scale.
Brendan Burke · May 28, 2026 · 5 min
America’s Bet on Intel: Why This Investment Is Existential for National Security and Tech Leadership
Insights on America’s bet on Intel and why this investment is existential for National Security and leadership in the Tech Industry.
Daniel Newman · May 28, 2026 · 4 min
onsemi Earnings Report: Q4 and Fiscal Year 2023 Financials
The recent release of the onsemi earnings report revealed Q4 and FY 2023 financials. The future looks bright for onsemi in 2024.
Daniel Newman · May 28, 2026 · 4 min
U.S. Geopolitics Will Speed Up Semiconductor Supply Chain Deglobalization
The deglobalization of the semiconductor supply chain is underway, and recent global events will accelerate the trend.
Richard Gordon · May 28, 2026 · 3 min
Escape Velocity — When Does China’s AI Stack Break Free?
When does China’s AI stack reach escape velocity? A vector-by-vector reading of Futurum’s 1H 2026 silicon model against Jensen Huang’s Dwarkesh interview.
Erik Bethke · May 28, 2026 · 19 min
Can Synopsys and NVIDIA Redefine Chip Design Timelines with 30x Speed Gains?
Synopsys and NVIDIA chip design collaboration boosts EDA simulation speeds up to 30x with Grace Blackwell, CUDA-X, and NIM microservices.
Richard Gordon · May 28, 2026 · 4 min
CadenceLIVE 2026 — Can Agentic AI Finally Crack 3D IC Design Automation?
CadenceLIVE 2026 expands Cadence agentic AI chip design with ViraStack and InnoStack; 3D IC automation remains the toughest frontier.
Guy Currier · May 28, 2026 · 9 min
Will AMD, Arm, and Qualcomm’s Bet on Wayve Rewrite the Self-Driving Tech Playbook?
AMD, Arm, and Qualcomm’s $60M bet on Wayve signals a major shift in Self-Driving Tech development, challenging traditional automakers and tech.
Olivier Blanchard · May 28, 2026 · 4 min
ABB Q1 FY 2026 Earnings Driven by Data Center and Grid Demand
ABB Q1 FY 2026 earnings show surging electrification orders tied to data centers and grids, with raised FY 2026 revenue outlook.
Olivier Blanchard · May 28, 2026 · 5 min
Analog Devices Q2 FY 2026 Earnings Show AI-Linked Data Center, Power Demand
Analog Devices Q2 FY 2026 earnings show industrial growth and data center momentum, with Empower acquisition aimed at AI power efficiency.
Brendan Burke · May 28, 2026 · 4 min
NXP’s Q1 2026: Can Automotive and Industrial Momentum Outrun Semiconductor Volatility?
Automotive Industrial Momentum drives NXP’s 12% Q1 2026 revenue surge despite semiconductor volatility and market turbulence.
Olivier Blanchard · May 28, 2026 · 5 min
Will Analog Devices’ Empower Deal Reshape Power Delivery for AI Data Centers?
Analog Devices’ Empower deal signals major shift in AI data center power delivery technology and competitive dynamics.
Brendan Burke · May 28, 2026 · 4 min
CHIPs Act Update: US Secures Domestic Production of Advanced Chips
New US-based TSMC, Samsung, and Intel factories to put US on track to hit goal of producing 20% of world’s leading-edge chips by 2030.
Olivier Blanchard · May 28, 2026 · 10 min
Can Intel Foundry’s Advanced Packaging Bring the Terafab Vision to the Stars?
Intel joins Tesla, SpaceX, and xAI in the Terafab project, committing its process and packaging to a consolidated Texas semiconductor campus.
Brendan Burke · May 28, 2026 · 6 min
$2 Billion CHIPS Act Investment in Quantum Bets on IBM’s 300mm Superconducting Silicon
IBM’s CHIPS Act Investment of $2 billion establishes Anderon, America’s first pure-play quantum chip foundry as part of investments in nine companies.
Brendan Burke · May 28, 2026 · 8 min
Can Micron’s Virginia DRAM Expansion Secure Critical U.S. Supply Chains?
Micron’s Virginia DRAM expansion launches 1α memory production, securing domestic supply for defense, automotive, and U.S. industries.
Brendan Burke · May 28, 2026 · 4 min
Does Huawei’s Tau Scaling Law Challenge the Logic Leadership of Intel and TSMC?
Huawei’s Tau Scaling Law challenges Intel and TSMC’s process node leadership with LogicFolding architecture, reframing semiconductor competition.
Brendan Burke · May 28, 2026 · 6 min
Cadence Q1 FY 2026 Earnings Driven by Agentic AI Expansion and Emulation Hardware
Cadence Q1 FY 2026 earnings center on agentic AI expansion, hardware demand, and integration execution shaping FY 2026 strategy.
Brendan Burke · May 28, 2026 · 5 min
Arm’s $15 Billion CPU Opportunity Hinges on Agentic Data Center Design
Arm AGI CPU transforms the data center CPU market with first-party silicon, creating a dual revenue model that redefines competition.
Brendan Burke · May 28, 2026 · 9 min
Synopsys Converge – Is the New Synopsys Ready to Own Multi-Physics Design?
Insights on Synopsys Converge 2026, where the “New Synopsys” unveiled Multiphysics-Fusion, AgentEngineer, and Ansys 2026 R1.
Brendan Burke · May 28, 2026 · 9 min
EDA Vendors Race to Align With TSMC’s Angstrom-Era Roadmap at Technology Symposium
Synopsys, Cadence, and Siemens EDA unveil TSMC collaborations at the 2026 Symposium as COUPE co-packaged optics reshape EDA competition.
Brendan Burke · May 28, 2026 · 8 min
Amazon Lands $6B Cloud Deal from Snowflake in Massive AI Hardware Push
Amazon Web Services (AWS) has secured a $6 billion, five-year […]
Jon Swartz · May 28, 2026 · 3 min
Huawei Claims It Can Build Cutting Edge Chips in Five Years
China has been working to circumvent the highly restrictive sanctions […]
Andy Patrizio · May 28, 2026 · 3 min
Broadcom Rolls Out Wi-Fi 8 and 50G Networking Gear Ahead of Standards Approval
Networks are handling heavier AI-related traffic and rising demand for multi-gigabit connectivity, and Broadcom has released a new set of chips for fiber gateways, Wi-Fi 8 routers, and fixed wireless access systems that support this higher-capacity data transfer. The company introduced a new 50G passive optical networking (PON) gateway system-on-chip, the BCM68850,
James Maguire · May 27, 2026 · 3 min
NVIDIA CEO Huang Urges Super Micro to Tighten Export Compliance Amid $2.5B AI Chip Smuggling Scandals
NVIDIA Corp. CEO Jensen Huang landed Saturday in Taiwan ahead of the Computex 2026 trade show, smack dab in the middle of a high-stakes geopolitical storm involving record corporate earnings, tight supply chains, and a major international hardware smuggling scandal. Upon landing at Taipei’s Songshan Airport, Huang immediately called on long-time server manufacturing partner Super Micro
Jon Swartz · May 25, 2026 · 4 min
Intel Charges Ahead With New Process Nodes
Intel may have finally gotten its 18A process node right, but it’s sure not resting on its laurels. The company CEO has announced two new process shrinks in the coming years.Intel’s leading edge process technology is currently at 18A, or 1.8 nanometers, and 14A is in the works. CEO Lip-Bu Tan
Andy Patrizio · May 23, 2026 · 2 min
IBM, Commerce Department to Back $1B Quantum Chip Foundry
The United States could soon have a dedicated quantum chip foundry, backed by the largest award in a $2 billion federal quantum investment package spanning multiple companies. IBM and the U.S. Department of Commerce (DoC) today announced a letter of intent for $1 billion in CHIPS Incentives funding to support Anderon, a new IBM company
Jaime Hampton · May 22, 2026 · 2 min
AMD’s Venice Ramping on 2nm: Can AMD Reset the AI Data Center Power Balance?
The 2nm ramp of AMD Venice targets data center power efficiency and agentic inference in AI infrastructure. Process node leadership promises pricing power.
Brendan Burke · May 22, 2026 · 4 min
NVIDIA Q1 FY2027: Data Center Diversification, Blackwell Scale, CPU Upside
NVIDIA Q1 FY2027 earnings deliver $82B revenue, 85% YoY growth, and a new Vera CPU platform targeting the $200B agentic AI market.
Nick Patience · May 22, 2026 · 8 min
TSMC Lays Out ‘Three-Layer Cake’ Vision for AI Chips
Taiwan Semiconductor Manufacturing Company (TSMC) is laying out a vision for the future of chip design that is built on a platform of three integrated technologies rather than keeping them separate.The new paradigm was introduced at the 2026 Technology Symposium in Hsinchu, Taiwan, by TSMC Senior Vice President Zhang Xiaoqiang. The
Andy Patrizio · May 20, 2026 · 2 min
VMware Moves ESX Toward Arm Servers Amid Growing Enterprise Interest
In a sign of increasing enterprise interest in Arm-based processors, VMware has released a preview of ESX running on Arm-based servers, an early step in the company’s efforts to expand support beyond traditional x86 infrastructure. The VMware ESX on Arm Tech preview indicates that VMware’s core hypervisor can now operate on
James Maguire · May 19, 2026 · 2 min
Arm Under FTC Investigation as Chipmaker Moves into Developing AI Hardware
Arm Holdings is under investigation by the US Federal Trade Commission as regulators examine whether the British semiconductor company is using its dominant position in processor architecture to disadvantage competitors. The inquiry focuses on Arm’s licensing business, which supports much of the global smartphone sector and increasingly the AI computing market, including
James Maguire · May 18, 2026 · 3 min
Applied Materials Q2 FY 2026: AI Capacity Expansion Fuels Equipment Demand
Applied Materials Q2 FY 2026 results beat consensus, raised equipment growth expectations, and AI-led demand in logic, DRAM, and packaging.
Brendan Burke · May 18, 2026 · 5 min
NVIDIA’s China Ambitions Stall as Beijing Pivots to Homegrown Tech
Despite a high-profile appearance by NVIDIA Corp. CEO Jensen Huang during President Trump’s state visit to China this week, the world’s leading chipmaker remains locked out of its most critical growth market. As the summit between Trump and President Xi Jinping concluded on Friday, the future of NVIDIA’s advanced artificial intelligence (AI) hardware in China remains
Jon Swartz · May 15, 2026 · 3 min
Cerebras’ $95B First Day Valuation Sizes Up the 2028 XPU Opportunity
The Cerebras IPO’s $95B valuation prices in massive 2028 XPU opportunity, signaling exponential custom silicon market growth beyond GPU dominance.
Brendan Burke · May 15, 2026 · 5 min
Researchers Push Neutral-Atom Quantum Computing Closer to Scale
A research team at ETH Zurich has demonstrated a new approach to quantum computing that could ease one of the central barriers facing quantum systems: instability during calculations. The team developed a quantum swap gate for neutral-atom qubits that maintained better than 99.9% precision across 17,000 qubit pairs simultaneously, according to research
James Maguire · May 13, 2026 · 2 min
SiFive’s P570 Gen 3 Tests Whether RISC-V Can Challenge Arm in Consumer Silicon
SiFive P570 Gen 3 RISC-V core delivers out-of-order vector execution and RVA23 compliance to challenge Arm in consumer and edge AI silicon.
Brendan Burke · May 13, 2026 · 6 min
Rackspace, AMD Plan Governed AI Cloud for Enterprise and Sovereign Workloads
Rackspace Technology and AMD have signed a memorandum of understanding outlining a collaboration focused on building AI infrastructure for regulated industries for which data residency and compliance are essential requirements. The proposed partnership combines AMD’s Instinct GPUs, EPYC CPUs and ROCm software ecosystem with Rackspace’s managed infrastructure services. Rather than selling enterprises
James Maguire · May 11, 2026 · 2 min
Intel to Make Apple Chips: Report
The Wall Street Journal reports that after more than a year of negotiations, Apple and Intel have reached a preliminary agreement for Intel to manufacture certain processors for Apple.Sources close to both Apple and Intel tell the Journal that Apple is reportedly looking for alternative fabs to TSMC, as it wants
Andy Patrizio · May 11, 2026 · 2 min
Coherent Q3 FY 2026: AI Data Center Demand Accelerates Optical Growth
Coherent Q3 FY 2026 earnings show growing datacenter optics demand, capacity expansion progress, and Q4 guidance above revenue consensus.
Brendan Burke · May 11, 2026 · 5 min
Astera Labs Q1 FY 2026 Earnings Highlight Scale-Up Switching Ramp
Astera Labs Q1 FY 2026 results show PCIe Gen 6 mix expansion and early Scorpio scale-up shipments, with Q2 revenue guidance above consensus.
Brendan Burke · May 11, 2026 · 5 min
Microchip Technology Q4 FY 2026 Revenue Beats Consensus With Data Center Wins
Microchip Q4 FY 2026 earnings beat expectations, data center connectivity wins, and guidance reflecting improving demand and utilization.
Brendan Burke · May 11, 2026 · 5 min
Applied Materials and TSMC Partner to Drive Semiconductor R&D Roadmap
Applied Materials partners with TSMC to accelerate semiconductor R&D for AI scaling and next-generation chip manufacturing technologies.
Brendan Burke · May 11, 2026 · 5 min
Arm Q4 FY 2026: Agentic CPU Shift Boosts Demand Outlook
Arm Q4 FY 2026 earnings show AGI CPU traction and cloud royalty momentum, with Q1 FY 2027 guidance on sustained growth and supply execution.
Brendan Burke · May 8, 2026 · 5 min
Global Chip Sales Surge in Q1 as March Sales Rise 79.2% Year-Over-Year
There appears to be nothing stopping semiconductor sales, not war, not economic uncertainty, and not supply shortages. According to the Semiconductor Industry Association (SIA), global semiconductor sales in the first quarter of 2026 were $298.5 billion, up 78% over the $167.7 billion reported in Q1 2025. Traditionally, the period from Q4 to Q1 of the following
Andy Patrizio · May 7, 2026 · 1 min
AI in the Backyard: How NVIDIA, Span Are Turning American Suburbs into Decentralized Data Centers
As Silicon Valley grapples with a burgeoning energy crisis and fierce community pushback over massive, warehouse-sized data centers, a California startup believes the solution to the artificial intelligence (AI) revolution lies in your backyard. Span, a smart-home technology firm, is pivoting away from the traditional centralized model of computing infrastructure. In a strategic partnership with AI
Jon Swartz · May 7, 2026 · 2 min
Edge Silicon Market Reaches $340B by 2030: Robotics Leads at 9.9% CAGR
Futurum’s 1H 2026 Intelligent Devices Market Sizing & Five-Year Forecast: the edge silicon market sits at $278.1B in 2025 and tracks to $339.7B by 2030, with robotics emerging as the fastest-growing destination at a 9.9% CAGR.
Brendan Burke · May 7, 2026 · 3 min
Applied Materials Targets $3.5 Billion Electrochemical Deposition Market With NEXX Acquisition
Applied Materials acquires NEXX to add electrochemical deposition for panel-level AI chip packaging, expanding its packaging portfolio.
Brendan Burke · May 7, 2026 · 6 min
AMD Q1 FY 2026: Data Center Momentum Builds as AI Deployments Scale
AMD Q1 FY 2026 results show data center-led growth as server CPUs expand with agentic AI and MI450 ramp timing shapes H2 outlook.
Brendan Burke · May 7, 2026 · 5 min
Astera Labs’ Scorpio Switch Family Adds Hardware Engines to Lift the Interconnect Ceiling for LLMs
Astera Labs’ Scorpio X-Series 320 Lane fabric switch targets token economics with Hypercast and In-Network Compute for AI-scale GPU cluster.
Brendan Burke · May 7, 2026 · 7 min
Teradyne Q1 FY 2026 Earnings Credit Revenue Growth to AI Test Demand
Teradyne Q1 FY 2026 earnings show AI-led test demand and early merchant GPU progress, while Q2 guidance implies timing volatility.
Brendan Burke · May 7, 2026 · 4 min
Lattice’s $1.65B AMI Acquisition Doubles the Value of Neutral XPU Control to the AI Factory
Lattice’s $1.65 billion acquisition of AMI is a bet on controlling the full stack of AI data center management and security.
Brendan Burke · May 6, 2026 · 4 min
Lattice Semiconductor Q1 FY 2026 Results Set Up AMI Acquisition
Lattice Q1 FY 2026 earnings show compute momentum and improving embedded demand, with AMI adding firmware and control scope.
Brendan Burke · May 6, 2026 · 5 min