Ciena just announced it is acquiring our portfolio company Nubis Communications. Great news for both! Ciena gains an exceptional team, phenomenal products, and a breakthrough technology portfolio—and the Nubis team will turbocharge their journey with Ciena’s resources.
- This is very depressing. Taiwan got to be Taiwan because of exactly opposite behavior.Three years after the CHIPS Act pledged $52B to reboot U.S. chips, Clay, NY still looks like this—just a “Coming Soon” sign in an empty field. Micron, Amkor, and SK Hynix are mired in NIMBY fights and two-year permits while Asia pours concrete in weeks. 1/7
- That’s a pretty good hire by @intel . Shrewd, experienced guy. He wouldn’t have taken the job if he didn’t think he could turn it, let’s hope he’s right.
- Baya Systems accelerates innovation with $36M in Series B funding led by @MaverickSilicon, with support from @matrixvc , @intelcapital, and @Synopsys. Expanding our team and advancing chiplet/SoC design to meet growing AI-driven demand. READ: bit.ly/3C9CsoJ #Chiplets




