SEMIFIVE
SEMIFIVE announced a roughly $52 million U.S. AI-ASIC design contract. Its planned H1 2027 tape-out and 2028 mass production are milestones to verify, not completed capacity.
Company releaseEvidence brief · 29 September 2026
Three new layers of the AI buildout.
Company announcements establish the contract, sales mix and product pilot below. Future tape-out, revenue, deployment and performance outcomes are tracked separately.
Legrand
Data centers represented 32% of H1 2026 sales. Legrand expects more than €3 billion in 2026 data-center sales and targets around 60% of free cash flow for acquisitions. Targets are not realized results.
Investor releaseSchneider Electric
The medium-voltage architecture has a live Equinix pilot. Claimed 3× faster ordering and 2× commissioning are vendor comparisons; pilots continue through 2027, with broader availability planned for 2028.
Company releaseBOSSTOX / TRACKING CONTRACT
Fields that make the signal actionable
| Layer | Capture | Evidence gate |
|---|---|---|
| ASIC enablement | Design win, customer disclosure, foundry node, IP/EDA and packaging partners, tape-out, qualification, purchase order and production revenue. | Record planned and completed stages separately; do not infer the unnamed customer. |
| Supplier M&A | Buyer, target, product niche, transaction status, disclosed price, integration and subsequent segment revenue. | An acquisition budget is not an acquisition. Require a deal announcement for each relationship. |
| Software-defined power | Voltage, architecture, installed versus pilot status, baseline and observed time-to-power, commissioning, firmware, OT cybersecurity and uptime. | Keep vendor comparisons apart from independently measured deployments and disclose test boundary. |
Paxton SCOUT
Watch SAFE design partners, tape-out and OSAT milestones, Legrand supplier acquisitions, competing MV architectures and OT security documentation.
Kingswell
Screen design-service, busway, PDU, protection/control, commissioning and specialist IP suppliers. No partnership or acquisition is implied.
Fenway Web
Present available MW alongside electrical architecture, commissioning stage and blockers; preserve source and status on each project record.
This is a dated research snapshot, not live operational telemetry or investment advice.