Semiconductor News & Analysis Feed
6 articles
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
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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