Semiconductor News & Analysis Feed

7 articles
2026-07-02
siliconangle.com 2026-07-02 SiliconANGLE
Physical security company Verkada Inc. has taken an investment from Nvidia Corp. and signed a technical partnership with the chipmaker, the two said today, in a deal meant to speed up the artificial intelligence running across Verkada’s 2.4 million connected devices. The size of the investment was not disclosed but comes seven months after Verkada raised funding at a $5.8 billion valuation in a r
2026-06-12
simplywall.st 2026-06-12 simplywall.st
United States/Electronic Equipment and Components/NYSE:COHR A Look At Coherent (COHR) Valuation As NVIDIA Investment And AI Demand Reshape Growth And Supply Chain Risks June 12, 2026 Simply Wall St Coherent (COHR) has returned to focus after strong AI data center demand, upbeat financial guidance, and a US$2b investment from NVIDIA coincided with fresh supply chain risks tied to critical optical
2026-06-03
www.cnbc.com 2026-06-03 CNBC
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2026-05-25
www.quiverquant.com 2026-05-25 Quiver Quantitative
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2026-05-09
simplywall.st 2026-05-09 simplywall.st
Home Portfolios Watchlist Community Discover Screener Sign Up or Login Advertisement United States/Semiconductors/NasdaqGS:MRVL Marvell Technology (MRVL) Valuation Check After Nvidia Investment And Expanding Custom AI Chip Partnerships May 09, 2026 Simply Wall St Marvell Technology (MRVL) is back in focus after a sharp 6.2% one day drop. This comes on the heels of record data center revenue, a US
2026-05-08
www.marketwatch.com 2026-05-08 MarketWatch
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2026-05-06
broadbandbreakfast.com 2026-05-06 Broadband Breakfast
WASHINGTON, May 6, 2026 – Corning is set to build three new manufacturing facilities as part of a new deal with NVIDIA, boosting the glass company’s domestic fiber production capacity by more than 50 percent.ACorning filingwith the Securities and Exchange Commission said NVIDIA invested $500 million in the company and secured the rights to buy another $2.7 billion on Corning stock in the future.Th