NuAxiSemiconductor trade intelligence
Palomino gains first commercial purchase order from strategic hyperscaler customer
What happened
Palomino Laboratories Inc, an AI interconnect technology company based in Goleta, CA, USA, has received its first commercial purchase order (PO) from a strategic hyperscaler customer. The PO includes a statement of work (SOW) for the delivery of high-performance gallium nitride (GaN) micro-LED chips for optical interconnect applications within AI infrastructure.
Impact and signal
Medium impactImpact score: 40/100
Affected components and suppliers
GaN micro-LED chips
Palomino Laboratories Inc
purchase orderhyperscalerGaNmicro-LEDoptical interconnectAI infrastructure
Source and time
Source: Semiconductor Today · 10/26/2026 · View original source
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