Semiconductor News & Analysis Feed

Nvidia Gets The Headlines. But This Optical Networking Stock Was The Bigger AI Surprise Leo Sun, The Motley Fool Mon, June 8, 2026 at 12:43 PM PDT 3 min read NVDA +1.73% COHR +6.63% Explore stocks on Coinbase Trading disclosure Nvidia (NASDAQ: NVDA) dominates many headlines about the booming artificial intelligence (AI) market. As the world's largest producer of data center GPUs for training AI a

AI transforms intra-data center networking, accelerating optical innovation while extending decades-long evolution in high-performance connectivity.

Lead frame manufacturer Chang Wah Technology Co. (CWTC) says that as applications such as data centers, AI servers, and industrial control systems continue to grow rapidly, market demand for power management components is steadily increasing, driving growth in lead frame shipments. Demand for microcontrollers (MCUs) used in PCs, networking equipment, industrial control systems, and electric vehicl

Time-sensitive networking and MACsec allow Auto Ethernet to handle safety-critical func...

Airoha Technology is sharpening its strategy around global networking and edge AI chips, aiming to expand its customer base and strengthen its competitive moat. The MediaTek subsidiary is targeting infrastructure, audio, and positioning markets with products already shipping, in production, or advancing through development milestones that could matter to users and operators worldwide.

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The AI Networking Stock That Beat Nvidia by 7X YTD for Returns of 135% YTD Beth Kindig Follow 14 min read · 6 hours ago 60 Press enter or click to view image in full size This article was originally published on I/O Fund on May 22, 2026 April 2026 was a historically strong period for the stock market. The S&P 500 rose by 10.43% — its best monthly return since April 2020, when the market reboun

Marvell Technology used its first-quarter fiscal 2027 earnings call to detail accelerating progress across optical, copper, and silicon photonics-based connectivity, signaling that AI infrastructure is shifting from compute-centric bottlenecks toward networking-driven architectures. The company's expanded interconnect portfolio, new silicon photonics acquisition, and emerging scale-up switch progr

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New in-vehicle networking technology will likely take over as more AI is added, but in ...