Amazon Rises to Top Three in Global Data Center Chip Market
In the first quarter of 2026, Amazon delivered a report card that captured the market's attention. The company's total revenue reached $181.5 billion, a year-over-year increase of 17%. Revenue from its cloud computing division, AWS, was $37.6 billion, up 28% year-over-year, marking the faste...
Marvell Cancels Orders with Optical Chip Manufacturer POET
On April 27, 2026, optical solutions provider POET Technologies confirmed in a pre-market press release that ASIC design services giant Marvell Technology had formally canceled all purchase orders. This decision stemmed from POET being accused of violating a confidentiality agreement by disclosing p...
CPU Prices Surge as Intel and AMD Continuous Price Increase of Up to 20%
Since March 2026, consumer-grade CPU prices have risen by 5% to 10%, while server CPU prices have surged by 10% to 20%. Supply chain sources indicate that both Intel and AMD are preparing further price increases for Q3, even as average CPU lead times have extended dramatically from 1–2 weeks to 8–12...
Betting on Plasmonic Photonics, Marvell Acquires Polariton Technologies
On April 22, 2026, Marvell Technology announced the completion of its acquisition of Swiss photonic chip company Polariton Technologies. This marks Marvell's third acquisition in 2026, following XConn Technologies and Celestial AI, demonstrating a highly consistent strategic intent: a ...
SpaceX & Cursor Strike Deal: $600B Acquisition Option or $100B Collaboration
April 22, 2026 - SpaceX has officially announced a highly innovative strategic agreement with Cursor, the leading AI-native coding startup. The deal grants SpaceX an exclusive option to acquire Cursor in its entirety later this year for $60 billion. Notably, should SpaceX choose to let the option ex...
Japan Sudden earthquake, Disrupts Key Semiconductor Supply Chain
On the afternoon of April 20, local time, a powerful magnitude 7.7 earthquake struck off the coast of Sanriku in northeastern Japan. The tremor affected Iwate, Aomori, Miyagi, and Fukushima prefectures—a region that serves as a crucial global supply base for semiconductor materials, equipment, and m...
MSP430 Selection Essentials: 16-Bit Ultra-Low-Power Mixed-Signal MCUs
The MSP430 series is a 16-bit RISC architecture mixed-signal processor (Mixed Signal Processor) introduced by Texas Instruments (TI), renowned for its sub-microampere standby power consumption (as low as 0.1μA) and 1μs ultra-fast wake-up capability. This series integrates a 16-bit CPU core...
