Synopsys claims 25-40% faster debug, with AMD evaluating on Microsoft Discovery In sum – what we know: Synopsys is bringing two new autonomous “agentic AI” workflows to chip design and verification, timed …

For the past couple of years, the telco industry has arguably watched from the sidelines while hyperscalers and chipmakers absorbed the AI infrastructure spend. Now the operators are moving.

Samsung offers Broadcom foundry, HBM, and packaging under one roof In sum – what we know: Samsung Electronics and Broadcom have signed a five-year strategic memorandum of understanding that the two companies …

The past few days were defined by South Korea’s emergence as the undisputed workshop of global AI infrastructure. The K-AI Summit in San Francisco produced not one but three massive …

AMD is betting big on splitting AI workloads across different silicon In sum – what we know: AMD is, yet again, making some big deals. At its “Advancing AI 2026” …

Frozen v2 bakes Gemini’s architecture into silicon for up to 10x efficiency In sum – what we know: According to a new report from The Information, Google is working on a …

Sequoia and Jane Street reportedly anchor two simultaneous Etched tranches at different prices In sum – what we know: AI chip startup Etched is in talks for two new funding rounds that …

Intel Foundry closes the gap with TSMC on yield and packaging In sum – what we know: For years, the story around Intel Foundry was a question of whether the …

Tower Semiconductor’s Japan expansion leans on $1 billion in government subsidies In sum – what we know: Tower Semiconductor is making a big bet on the pipes of AI. The Israeli foundry, …

Leading-edge chip prices face annual hikes through 2029 as AI demand surges In sum – what we know: If you were hoping chip prices had finally stabilized, 2026 has other …