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Nvidia is heavily investing in photonics technology, allocating billions across Lumentum, Coherent, and Marvell. Optical interconnects are projected to expand ninefold to $154 billion by 2028, overco…
AI scaling is hitting physical copper wiring limits, sparking rapid demand for optical transceivers and silicon photonics. Because each Nvidia GPU requires multiple optical transceivers, the surging …
Veeco (VECO) posted strong Q2 2026 results, raised FY26 revenue guidance to $780-810M, citing accelerating AI-driven demand in advanced packaging, silicon photonics, and memory semiconductor equipmen…
GlobalFoundries posted strong Q2 FY2026 results with revenue up 9% sequentially, driven by 62% YoY growth in data-center/communications infrastructure demand. Raised 2026 outlook for silicon photonic…
GlobalFoundries secured a $300M US DOC letter of intent for silicon photonics R&D, boosting AI infrastructure optics development. The deal, part of CHIPS Act funding, grants the government ~1% equity…
Aehr Test Systems surged 27.86% on strong FY2027 revenue guidance (160-200% growth) driven by AI processor, silicon photonics, and power semiconductor testing demand, signaling robust AI chip sector …