Semiconductor News & Analysis Feed

This article analyzes how NVIDIA's strategic partnership with Lumentum Holdings is reshaping the investment narrative for the latter in the AI data center space. In March 2026, NVIDIA invested $2 billion in Lumentum and entered into multi-year supply and R&D agreements, aimed at accelerating the ado

Infineon, a leading semiconductor company, has demonstrated strong growth momentum amid the AI boom. Its strategic collaboration with NVIDIA on an 800-volt architecture for next-generation AI processors, along with the acquisition of C2i Semiconductors, underscores its pivotal role in AI infrastruct