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Industry & Markets

Coherent secures $50M CHIPS Act funding to expand Texas InP fab for AI infrastructure

Coherent Corp has signed a letter of intent for up to $50 million in direct funding under the CHIPS and Science Act to expand its 6-inch indium phosphide (InP) photonic…

SiMa launches agentic development environment for physical AI

PicoJool launches 200G VCSELs to scale AI data center optics

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Memory & Storage

AI-driven memory super cycle demands strategic sourcing

AI Silicon

Nvidia’s memory costs soar 485%, latest AI systems now cost $7.8 million to build — memory now accounts for 25% of total cost

AI Silicon

AMD announces MI350P PCIe AI accelerator card with 144GB of HBM3E — roughly 40% faster in FP16 and FP8 theoretical compute compared to Nvidia’s H200 NVL competitor