Semiconductor News & Analysis Feed
19 articles
2026-06-11
digitimes.com
2026-06-11
AI infrastructure demand is lifting high-end PCB orders, but fresh bottlenecks are emerging in the upstream copper-clad laminate (CCL) supply chain. T-glass glass fiber cloth remains tight after disrupting the high-end ABF substrate market. HVLP4 copper foil is set to become the next constraint in the second half of 2026.
2026-06-10
digitimes.com
2026-06-10
Lens maker Largan Precision held its shareholders' meeting on June 9, where chairman Adam Lin, long known for his terse public remarks, appeared relaxed and offered unusually detailed views on the industry, technology, and Largan's own operations. His comments showed clear optimism toward the company's development of fiber array units (FAUs).
2026-06-09
www.barchart.com
2026-06-09
Barchart.com
Businessman pointing arrow graph corporate future growth by Marchmeena29 via iStock
Corning (GLW) is a global materials science powerhouse with a 175-year legacy of life-changing invention. The company operates across optical communications, display technologies, specialty materials, automotive, and life sciences. Corning is today one of the most compelling AI infrastructure plays hiding in plain
2026-06-06
simplywall.st
2026-06-06
simplywall.st
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2026-06-05
finance.yahoo.com
2026-06-05
Yahoo Finance
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2026-05-30
tomshardware.com
2026-05-30
Jowi Morales
These inflatable boats use basalt fiber to reduce radar returns and RF interference.
2026-05-30
digitimes.com
2026-05-30
The global AI boom is pushing supply-chain pressure beyond memory chips and CPUs into optical communications, creating shortages across a less visible but increasingly critical layer of data-center infrastructure.
2026-05-26
www.tradingkey.com
2026-05-26
TradingKey
Optical communication stocks surged on May 26 due to advancements in GPU-HBM integration using fiber optic interconnects. This innovative solution overcomes physical limitations of traditional 2.5D packaging by decoupling compute and memory units, allowing greater HBM capacity and improved thermal management. If successful, it will expand optical interconnects beyond data centers and benefit silic
2026-05-13
finance.yahoo.com
2026-05-13
Yahoo Finance
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2026-05-12
ts2.tech
2026-05-12
TechStock²
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2026-05-08
www.datacenterknowledge.com
2026-05-08
Data Center Knowledge
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2026-05-07
finance.yahoo.com
2026-05-07
Yahoo Finance
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2026-05-07
www.msn.com
2026-05-07
MSN
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2026-05-07
www.costar.com
2026-05-07
CoStar
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You don't have permission to access "http://www.costar.com/article/1168773608/race-to-build-ai-data-centers-prompts-nvidia-corning-to-partner-on-fiber-optics" on this server.
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2026-05-06
news.google.com
2026-05-06
Sherwood News
2026-05-06
www.reuters.com
2026-05-06
Reuters
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2026-05-06
qz.com
2026-05-06
qz.com
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2026-05-06
www.wsj.com
2026-05-06
WSJ
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2026-05-06
www.cnbc.com
2026-05-06
CNBC
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