Semiconductor News & Analysis Feed
16 articles
2026-07-07
simplywall.st
2026-07-07
simplywall.st
2026-07-06
digitimes.com
2026-07-06
LandMark Optoelectronics (LMOC) posted record-high single-month revenue in June 2026 and is stepping up its expansion plans to prepare for demand beyond 2028, as silicon photonics (SiPh) revenue is expected to triple in 2026. The optical communications epitaxial wafer (epi-wafer) maker said revenue rose for the eleventh consecutive month, reflecting tighter capacity and stronger data center demand
2026-07-02
digitimes.com
2026-07-02
The global memory market is enjoying one of its most profitable cycles in years. AI data center demand has driven DRAM and NAND prices sharply higher, and the three companies that dominate global supply — Micron, Samsung, and SK Hynix — are posting results that would have seemed unlikely two years ago.
2026-06-22
eciks.org
2026-06-22
eciks.org
SMH semiconductor ETF surges on AI chip demand, draws $6.9B in inflows
Published on 22 June 2026 at 10:38 am •
Written by Chris Martin
• Reading duration : 2 minutes · read 104 times
© SMH semiconductor ETF surges on AI chip demand, draws $6.9B in inflows
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The VanEck Semiconductor ETF (SMH) pulled in $6.9 billion in single-day net inflows on June 18, 2026, nearly breaking $7 bill
2026-06-17
digitimes.com
2026-06-17
Driven by Nvidia and other tech giants, global AI data center buildouts are undergoing an unprecedented structural shift. The pressure is not only coming from explosive compute demand, but also from upgrades in power, cooling, and supply-chain resilience.
2026-06-04
simplywall.st
2026-06-04
simplywall.st
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2026-05-28
digitimes.com
2026-05-28
On May 27, Marvell Technology reported record revenue in the fiscal first quarter of 2027 and raised its long-term outlook, citing accelerating demand for AI-related data center infrastructure, particularly in high-speed interconnect, Ethernet switching, and custom silicon solutions used in hyperscale cloud deployments.
2026-05-28
digitimes.com
2026-05-28
Copper clad laminate (CCL) maker Iteq held its 2026 annual general meeting on Thursday, with Chairman Dennis Chen saying that the continued deepening of generative AI applications, faster cloud computing and data center expansion, and steady growth in demand from new energy-related industries are boosting demand for high-end electronic materials and high-frequency, high-speed printed circuit board
2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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2026-05-22
www.investors.com
2026-05-22
Investor's Business Daily
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2026-05-21
www.investopedia.com
2026-05-21
Investopedia
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2026-05-21
finance.yahoo.com
2026-05-21
Yahoo Finance
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2026-05-21
www.inc.com
2026-05-21
inc.com
__fail__
2026-05-16
www.ad-hoc-news.de
2026-05-16
AD HOC NEWS
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2026-05-15
simplywall.st
2026-05-15
simplywall.st
__fail__
2026-05-09
simplywall.st
2026-05-09
simplywall.st
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United States/Electronic Equipment and Components/NYSE:GLW
Corning NVIDIA Deal Ties Optical Growth To AI Data Center Demand
May 09, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Corning (NYSE:GLW) and NVIDIA announced a multi year partnership to expand U.S. optical connectivity manufacturing for