Weekly Intelligence Brief on Silicon - Week of October 20, 2025

Key Takeaways

• SEALSQ integrates IC'Alps for quantum Application-Specific Integrated Circuit (ASIC) development.
• CISA halts updates on Siemens Industrial Control Systems (ICS) security advisories.
• H3C showcases Artificial Intelligence (AI) solutions at GITEX GLOBAL 2025.
• Broadcom launches Thor Ultra, the first 800G AI Ethernet Network Interface Controller (NIC).
• Oracle plans AI supercluster with 50,000 AMD GPUs in 2026.

SEALSQ Corp established its integrated strategy with IC'Alps to enhance its offerings in secure semiconductor solutions. This includes developing Quantum ASICs to address quantum-resistant needs in various applications. The roadmap outlines phases for releasing Post-Quantum Cryptography (PQC) standard chips and custom IC solutions. The first prototype from this initiative is set for 2026.

The Cybersecurity and Infrastructure Security Agency (CISA) announced it will cease updates on security advisories for Siemens ICS beginning January 10, 2023. CISA has classified a significant vulnerability affecting Siemens products that could allow unauthorized remote access. Users are directed to Siemens ProductCERT for further updates on affected products.

At GITEX GLOBAL 2025, H3C highlighted its AI technology initiatives across sectors such as healthcare and education. The company emphasized its strategies aimed at digital transformation, introducing products like the 800G AI computing switch and promoting its commitment to sustainability through energy-efficient solutions.

Broadcom introduced Thor Ultra, the first 800G AI Ethernet NIC, designed for large AI workloads and compliant with Ultra Ethernet Consortium standards. Thor Ultra enhances connectivity options for various XPU types while providing line-rate encryption and reducing reliance on proprietary solutions.

Oracle plans to launch a publicly accessible AI supercluster featuring 50,000 AMD GPUs by Q3 2026. This deployment is expected to enhance AI processing capabilities in response to market demand, with support for large-scale training and inference operations utilizing advanced networking technologies.

1. SEALSQ Integrates IC’Alps to Develop Quantum ASICs
   SEALSQ Corp details its strategy for IC'Alps, focusing on Quantum ASICs for semiconductor security.
2. CISA stops updating Siemens ICS security advisories
   CISA will no longer update ICS security advisories for Siemens products from January 10, 2023, due to a critical vulnerability.
3. H3C showcases AI solutions at GITEX GLOBAL 2025
   H3C highlighted its AI integrations across sectors like healthcare and education, emphasizing operational efficiency.
4. Broadcom Introduces Industry’s First 800G AI Ethernet NIC
   Broadcom has launched Thor Ultra, the industry’s first 800G AI Ethernet NIC, compliant with Ultra Ethernet Consortium specifications.
5. Oracle to Launch AI Supercluster with 50,000 AMD GPUs in 2026
   OCI will also offer MI355X GPUs to support large-scale AI initiatives, providing additional cloud options.