Eyal Nagar

Tower Semiconductor Forecasts Strong Q4 Growth on Data Center and AI Demand Tower Semiconductor (NASDAQ: TSEM) has issued an upbeat fourth-quarter revenue forecast, driven by robust demand from the data center and AI infrastructure sectors. The Israeli contract chipmaker projects Q4 revenue of $440 million ±5%, exceeding the analyst consensus of $434.4 million (LSEG data). Following the announcement, Tower’s U.S.-listed shares surged 15%, reaching their highest level in over two decades. The company’s stock has already risen 63.2% year-to-date, supported by growing market share in radio-frequency (RF) infrastructure, cloud networking, and data transmission platforms. Tower, which manufactures analog and mixed-signal semiconductors for diverse markets including automotive, industrial, and communications continues to expand manufacturing operations across Israel, the U.S., Italy, and Japan. CEO Russell Ellwanger cited increasing demand for Silicon-Germanium and Silicon Photonics technologies critical for high-speed optical data transmission as key growth drivers. To meet this demand, Tower plans to invest $300 million to expand capacity and enhance next-generation capabilities. For Q3, Tower reported $395.7 million in revenue and $0.55 in adjusted EPS, both narrowly beating expectations. Thanks to Reuters for providing the full article with additional background, charts, and insights at the link below. 👇 https://lnkd.in/gbNSfAw8 #ChipDesign,#SemiconductorManufacturing, #VLSI, #Lithography, #ICPackaging

66

NextSilicon Unveils New Processor, Aiming to Challenge Industry Leaders Israeli startup NextSilicon has announced the development of a new central processing unit (CPU) based on RISC-V, an open computing standard gaining traction among major chipmakers such as Nvidia and Broadcom. The move positions the company to compete directly with established players Intel Corporation and AMD. Backed by $300 million in funding, NextSilicon’s flagship Maverick-2 chip targets high-precision scientific computing—applications such as nuclear weapons modeling—a domain historically led by Nvidia. However, as Nvidia increasingly focuses on AI workloads, startups like NextSilicon are seeking to capitalize on this strategic shift. Currently, the CPU remains in testing, while Maverick-2 is already in production. According to Sandia National Laboratories, which has evaluated prototype systems for three years, the chips deliver “impressive performance results,” achieving faster speeds and lower power consumption without requiring code modifications. As RISC-V adoption accelerates globally, NextSilicon’s entry underscores a growing trend toward open, flexible architectures in high-performance computing—a space long dominated by proprietary chip technologies. Thanks to Reuters for providing the full article with additional background, charts, and insights at the link below. 👇 https://lnkd.in/gGexMEKi #ChipDesign,#SemiconductorManufacturing, #VLSI, #Lithography, #ICPackaging

22

‏1‏ ‏תגובה‏

Cast AI Unveils OMNI Compute and Crosses $1B Valuation 🚀 OMNI Compute is a unified GPU marketplace that enables enterprises to access GPU capacity across any cloud or region, without code changes or lock-in, addressing global GPU shortages for AI workloads at scale. The announcement follows a strategic investment from @Pacific Alliance Ventures, the venture capital arm of the Shinsegae Group, pushing Cast AI’s valuation beyond $1 billion. With expansion across the globe and customers such as BMW Group, Cisco, and Hugging Face, Cast AI continues to scale rapidly and we're incredibly proud to support them on this journey and excited to see what’s ahead. Check out the Globes Article, and thanks to Assaf Gilad 👏 [Hebrew] https://lnkd.in/dwNi-av4 Yuri Frayman | Laurent Gil | Leon Kuperman | Amit Frenkel

58

‏3‏ ‏תגובות‏

𝐍𝐕𝐈𝐃𝐈𝐀 𝐈𝐬 𝐆𝐞𝐭𝐭𝐢𝐧𝐠 𝐒𝐞𝐫𝐢𝐨𝐮𝐬 𝐀𝐛𝐨𝐮𝐭 𝐈𝐒𝐑𝐀𝐄𝐋 Source: By Claus Aasholm via Semiconductor Business Intelligence (https://lnkd.in/d2ZXMHjw) Today, it was NVIDIA's job openings by country. The green giants' focus on Israel is now becoming very tangible. In the last two months, the job openings in Israel have doubled, and it is now the second most important recruitment country for #Nvidia. While the sizable investment in #Israel is aimed at R&D, there will also be significant #investments in hardware. Hundreds of liquid-cooled #Blackwell Servers will be included. Over the last 4 quarters, Nvidia #CapEx has grown from $1.2B in the period before to $4.1B, more than all other #fabless #semiconductors combined. While this is still less than the large cloud companies, it is worth noting that the #Nvidia cost of a #Blackwell server is a quarter of the cost to its #customers. Also, it is obvious that Nvidia has not lost its #China ambitions. Job openings are a leading indicator that gives insights into the sentiment of companies. If you think that #Nvidia is resting on its laurels, think again. Over the last three months, #Nvidia has increased the number of job openings by 60% while AMD is virtually flat. Intel has decreased (surprise?) the number of job openings from #Nvidia's current level to 15% of what it was 3 months ago.

82

“Spectrum is really fundamental and without it, it will...limit the development of these technologies…” – Yossi Cohen, President and CEO, Ericsson, in our most recent #WirelessSpotlight.

8

IoT ONE's latest episode features Dima Feldman, VP of Product Management & Marketing at Sony Semiconductor Israel, discussing the future of LTE-M in IoT. He explore's its long-term viability, power efficiency, and role within the 5G ecosystem. 🔹 LTE-M’s longevity supports IoT deployments well into 2045 🔹 Low power consumption extends battery life, cutting maintenance costs 🔹 Seamless coexistence with 5G enables future-proof solutions 🔹 Adoption varies globally—North America & Europe lean LTE-M, while NB-IoT dominates in Asia 🔹 Ideal for smart utilities, logistics, asset tracking, and iSIM technology 🎧 Tune in now: https://hubs.ly/Q03f4ryP0

24

Today, Altera announced the production availability of Agilex 7 FPGA M-Series, our latest #FPGA optimized to reduce memory bottlenecks in AI and data-intensive applications, including AI data centers, next-generation firewalls, 5G communications and 8K broadcast equipment. Agilex 7 FPGA M-Series are the industry's first high-end, high-density FPGA to feature integrated high bandwidth memory and support DDR5 and LPDDR5 memory technologies. Offering over 3.8 million logic elements, Agilex 7 FPGA M-Series are built to deliver the highest performance and highest memory bandwidth in an FPGA.

634

‏16‏ ‏תגובות‏

FRAMOS partners with CRG Electronics to strengthen embedded vision and edge AI solutions. We're pleased to announce a new partnership with CRG Electronics, a leading provider of embedded computing and ruggedized hardware solutions. Together, FRAMOS and CRG will bring integrated imaging and edge AI solutions to customers in Israel, combining FRAMOS's expertise in vision technology with CRG's experience in NVIDIA Jetson™ platforms. This partnership makes it easier to deploy reliable and high-performance systems for applications in automation, robotics, and AI-driven projects. #FRAMOS #CRGElectronics #EdgeAI #EmbeddedVision #NVIDIA #Partnership

22

NVIDIA plans to expand its presence in Israel with a new multibillion-dollar tech campus. The company is looking to buy land in northern Israel to build a campus that could provide thousands of jobs. They have issued a request for information to find a suitable plot of land. Dror Bin from the Israel Innovation Authority רשות החדשנות said this investment shows confidence in Israel's high-tech ecosystem and will help keep the country at the forefront of AI technology. Nvidia's R&D activities in Israel are already significant, and this new campus will further enhance their capabilities in AI development. Read more: https://lnkd.in/gkztwphx 📰 Subscribe to the weekly Silicon Brief Newsletter: https://lnkd.in/ejfzg92J #ai #artificialintelligence #ainews #aichips #datacenters

22

NVIDIA picks Micron Technology for massive SOCAMM rollout 🤩 #Nvidia is preparing to enter a new phase in the memory market by planning to deploy between 600,000 and 800,000 SOCAMM modules in 2025. This initiative positions SOCAMM as a potential successor to high-bandwidth memory (#HBM). Although the initial deployment volumes are relatively modest compared to HBM, industry analysts suggest the move could trigger a wider transformation in the #memory and substrate sectors. According to reports from ET News and Wccftech, Nvidia has confirmed its intent to integrate SOCAMM into its next-generation #AI products, sharing projected order quantities with key #memory and substrate suppliers. The company's upcoming GB300 "Blackwell" platform will be among the first to adopt SOCAMM, alongside the AI PC Digits, unveiled during Nvidia's GTC 2025 conference in May. Nvidia initially tapped Samsung Electronics, SK hynix, and Micron Technology to co-develop SOCAMM. However, #Micron has emerged as the first memory maker to receive approval for volume production, outpacing its South Korean rivals in the race to support Nvidia's latest architectures. Thanks again to Amy Fan , Sherri Wang and DIGITIMES Asia for the full article with more background and insights via the link below 💡🙏👇 https://lnkd.in/eAjnXYQu #semiconductorindustry #semiconductors #technology #tech #innovation #usa #taiwan #geopolitics #datecenter #dram #ai #server #chip #ic #aiot

1,520

‏40‏ ‏תגובות‏

I recently shared my perspective with CTech by Calcalist on what will define the next chapter of deep tech in 2026: a shift from isolated breakthroughs to intelligent, coordinated systems. From physical AI moving out of the lab and into the real world to adaptable robotic ecosystems learning from continuous feedback loops, the transformation will come from integration, autonomy, and scale. 🔎 The full article is available here (in Hebrew): https://bit.ly/45rhFbE

57

‏1‏ ‏תגובה‏