SemiPulse | AI-Powered Semiconductor Supply Chain Intelligence & Market Signals

Tower Semiconductor (TSEM) has achieved a significant milestone in photonic technology, announcing the shipment of over five million coherent photonic integrated circuits (PICs) to global customers through its partnership with Marvell Technology. These chips are critical components in coherent optic

Photonic Integrated Circuits AI Data Centers Optical Communication Semiconductor Manufacturing Optical Transceivers Data Transmission Photonics Chips Marvell Partnership

How Coherent and NVIDIA are Scaling Data Centre Connectivity - Data Centre Magazine

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datacentremagazine.com 2026-06-23

Coherent is expanding its manufacturing capacity in Sherman, Texas, to boost production of indium phosphide (InP) semiconductors critical for optical networking in AI data centers. This move supports the growing demand for high-speed data transmission components as hyperscale AI clusters expand. The

Semiconductor Manufacturing AI Data Centers Photonic Technology Indium Phosphide Optical Interconnects Data Transmission Chip Fabrication US Manufacturing

Tower Semiconductor and Marvell Ship Over 5 Million Coherent Photonic Integrated Circuits for AI Data Center Connectivity - Quiver Quantitative

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www.quiverquant.com 2026-06-18

Tower Semiconductor and Marvell have shipped over five million coherent photonic integrated circuits (PICs), marking a significant advancement in high-bandwidth, energy-efficient data center connectivity for AI-driven workloads. These PICs, which control both phase and polarization of light, are mor

Photonic Integrated Circuits AI Data Centers Coherent Optical Communication Silicon Photonics Semiconductor Foundry Data Center Interconnect Marvell Tower Semiconductor

Northrop Grumman develops new GaN chip for secure W-band links and next-generation wireless connectivity - Defence Industry Europe

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defence-industry.eu 2026-06-10

Northrop Grumman has developed a new gallium nitride (GaN) chip aimed at enhancing performance in both military and commercial radio frequency applications. The chip leverages the W-band spectrum to enable high-speed, high-resolution data transmission. Developed in under six months, it offers compac

GaN chip W-band Military communication Wireless connectivity Semiconductor technology Radar system 5G/6G Defense technology

Qualcomm's new Dragonwing MBM silicon solution combines interactive multimedia with top-tier connectivity & on-device AI - Wi-Fi NOW Global

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wifinowglobal.com 2026-06-09

Qualcomm unveiled its new Dragonwing Mobile Broadband Multimedia (MBM) silicon solution in early June 2026, marking a significant step toward AI-enabled connectivity platforms. The new MBM family integrates 5G and Wi-Fi connectivity with multimedia processing and on-device AI, targeting a broader ra

Qualcomm Dragonwing MBM 5G Wi-Fi 7 On-device AI Multimedia Processing Edge Computing Mobile Broadband Multimedia

Connectivity Revolution or Evolution Inside Data Centers?

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eetimes.com 2026-06-08

The rapid advancement of artificial intelligence (AI) is fundamentally reshaping the role of connectivity within data centers, pushing the intra-data center network to become as critical as the compute infrastructure itself. Traditional copper-based connections are being superseded by optical techno

Artificial Intelligence Data Centers Optical Interconnects AI Accelerators Network Architecture Optical Modules Data Transmission Signal Integrity

Marvell CEO calls connectivity the next AI bottleneck, as Nvidia's CEO proclaims Marvell the "next trillion dollar company" - Data Center Dynamics

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www.datacenterdynamics.com 2026-06-02

At Computex, Marvell CEO Matt Murphy highlighted that while AI has driven demand for compute and memory, the next bottleneck lies in data center connectivity. He noted that the industry has sequentially solved compute and memory bottlenecks, with NVIDIA becoming the first $5 trillion company and mem

AI growth data center semiconductor industry connectivity bottleneck Marvell NVIDIA compute power memory demand

Chiplet boom puts Taiwan's InPsytech and its AI connectivity IPs in the spotlight - digitimes

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www.digitimes.com 2026-05-26

Chiplet boom puts Taiwan's InPsytech and its AI connectivity IPs in the spotlight

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digitimes.com 2026-05-26

Texas Instruments Silicon Labs Deal Reshapes Connectivity And AI Edge Ambitions - Yahoo Finance

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finance.yahoo.com 2026-05-23

TECH WATCH: Talking AI and the future of connectivity – with Qualcomm - Wi-Fi NOW Global

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