GPU & Compute Supply

Tower Semiconductor beat its own records in Q2 2026 and is guiding for a further 13% sequential rise as silicon photonics demand surges.

The two semiconductor firms demonstrated a PCIe Gen 6 switch-and-SSD architecture at FMS 2026, targeting AI, HPC and cloud data centre workloads.

AMD's data centre segment hit $6.7bn in Q2 2026, up 107% year-on-year, as EPYC and Instinct GPU demand drove record group

Alibaba Cloud's Qwen3.8-Max activates 95 billion of its 2.4 trillion parameters via sparse MoE architecture, targeting efficiency at frontier scale.

The Houston-based electrical equipment maker reported a 158% jump in new orders, anchored by a $400m-plus data centre contract, lifting backlog to $2

The IP licensing firm also renewed its Google deal and signed RPX to cover 10 new e-commerce customers in Q2 2026.

The Nasdaq-listed Finnish quantum firm reported H1 2026 revenues of EUR 8.9m and initiated full-year guidance of EUR 42m to EUR 47m.

The Nasdaq-listed power semiconductor maker posted $1.6bn in Q2 revenue and said its AI data centre segment is on track to more than

Microchip Technology has signed a definitive agreement to acquire Hailo, adding a portfolio of edge AI accelerators and vision SoCs to its embedded processing lineup.

Memphis-based graphene licensor Avadain has hit the SEC's $5m Regulation Crowdfunding ceiling, backed by more than 500 investors.

Thintronics has signed a Letter of Intent with the US Department of Commerce for up to $50m in CHIPS Act incentives to commercialise its ultra

MPS reported Q2 2026 revenue up 47.6% year on year, driven by a 164% annual jump in Enterprise Data sales.

Tellus Power's vertical AI model targets 20–40% electricity-cost cuts for data centres by coordinating AI workloads with real-time grid pricing and

Nokia reported Q2 net sales of EUR 4.8bn, up 8% year-on-year, with AI and Cloud customer revenues growing 105% as order intake

Multibeam Corporation has signed a $140m Letter of Intent with the U.S. Department of Commerce to accelerate fine-pitch heterogeneous chip integration.

The semiconductor test equipment maker beat its own guidance on all metrics, with year-on-year revenue up 32% and GAAP net income more than

Santa Clara chiplet specialist Eliyan has closed a $145m Series C at a $1bn valuation, backed by Cisco Investments and Lumentum.

The NASDAQ-listed semiconductor firm has signed a letter of intent for up to $30m in CHIPS Act funding to scale its photonic chip platform

The Dutch semiconductor equipment maker beat its own guidance in Q2 2026, driven by leading-edge logic and HBM DRAM growth.

Skyworks beat its own expectations in Q3 FY2026 and said it now expects to close the Qorvo combination within the calendar year.