Fabless Semi. Companies 3¾h ago: Recent X discussions highlight a dynamic fabless semiconductor sector driven by AI demand, with AMD exemplifying strong data center growth through its EPYC CPUs and Instinct GPUs while navigating software moats (CUDA vs. ROCm) and supply-chain realities. Business developments include Indian firms like Cyient DLM scaling fabless ASIC/DET segments toward 4x revenue growth by FY31, acquisitions (e.g., Renesas design assets), and ecosystem support via programs like SFAL targeting 75+ new startups by 2030. New architectures emphasize multi-die/chiplet designs, AI-accelerated co-design (e.g., 71x performance gains), faster iteration cycles (idea-to-silicon in under a year), and advanced packaging innovations, lowering barriers for custom ASICs but keeping manufacturing as the core moat.
Melexis Tackles Utility Anti-Tampering with Low-Cost 500 mT-Range 3D Magnetometer - Melexis introduces the MLX90391, a low-power 3D magnetometer for cost-sensitive applications. With selectable ranges up to 500 mT, it enables robust tamper protection in smart meters and contactless control in smart home devices and white goods.
IBM Unveils Next Generation Dual-Architecture Processor for IBM Z and LinuxONE - At the annual Hot Chips conference, IBM (NYSE: IBM) today is announcing the first dual-architecture mainframe processor, which is being designed to enable enterprises to run operating systems and applications on both the IBM and Arm® compute platforms in future IBM Z and LinuxONE systems.
BrainChip’s AkidaTag Wins Global AI Award for Edge AI & IoT Intelligence - BrainChip's AkidaTag Wins Global AI Award for Edge AI & IoT Intelligence Recognition comes as the technology moves into new commercial markets, underscoring its expanding role at the edge LAGUNA HILLS, Calif. – August 26, 2026 – BrainChip Holdings Ltd. (ASX: BRN, OTCQX: BRCHF, ADR: BCHPY), a global...
Corporate - Malaysia's CelcomDigi Berhad is prioritizing digital inclusion alongside its own customer-first approach to digital transformation.
GeForce NOW Gives Gamers More Ways to Play at Gamescom 2026 - NVIDIA’s Gamescom announcements are revealing what’s next for GeForce NOW, with new ways to play, more supported devices and platforms, and even more big PC games headed to the cloud. New NVIDIA DLSS 4.5 technology controls give members more ways to ...
