Friday, May 8, 2026

Sony and TSMC announce a new JV to build next-gen image sensors for robots and cars, as Sony moves from in-house manufacturing to a more asset-light approach (Bloomberg)

Bloomberg:
Sony and TSMC announce a new JV to build next-gen image sensors for robots and cars, as Sony moves from in-house manufacturing to a more asset-light approach  —  Sony Group Corp. plans a new joint venture with Taiwan Semiconductor Manufacturing Co. as the first step toward what it called …



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An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpacing supply for Ciena's optical networking chips, and more (Steven Rosenbush/Wall Street Journal)

Steven Rosenbush / Wall Street Journal : An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpa...