Semiconductor News & Analysis Feed
18 articles
2026-06-12
digitimes.com
2026-06-12
DDR4 memory supply remains tight, with the shortage affecting buyers worldwide, from cloud and server operators to industrial and networking customers. Sources indicate that Nanya Technology's limited third-quarter 2026 capacity has led major shareholders and customers to secure output, pushing contract prices higher and making further gains increasingly likely.
2026-06-12
digitimes.com
2026-06-12
Sigurd announced that its May revenue reached a historic high, driven by overseas customer expansion, stronger demand for AI-related chips, and rising use of advanced packaging capacity. The result suggests continued momentum in global semiconductor supply chains, with implications for networking, memory, and high-performance computing markets worldwide.
2026-06-11
digitimes.com
2026-06-11
Concerns have emerged in recent weeks that the commercialization of co-packaged optics (CPO), a technology widely viewed as the future of AI networking, could face further delays as manufacturing yields remain inconsistent.
2026-06-10
digitimes.com
2026-06-10
Chang Wah Technology has declared that the global semiconductor inventory correction has ended, with demand recovering in industrial control, networking, and AI data center power management. The shift signals firmer supply-chain conditions, rising leadframe demand, and broader pressure on packaging capacity across Asia — factors with direct implications for global electronics buyers and investors.
2026-06-09
www.fool.com
2026-06-09
The Motley Fool
Nvidia (
NVDA
+1.70%
) dominates many headlines about the booming artificial intelligence (AI) market. As the world's largest producer of data center GPUs for training AI algorithms, it's still selling the best picks and shovels for the AI gold rush.
Yet over the past 12 months, an oft-overlooked optical networking stock outperformed Nvidia by a wide margin. That stock was Coherent (
COHR
+6.15%
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
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
2026-06-08
eetimes.com
2026-06-08
AI transforms intra-data center networking, accelerating optical innovation while extending decades-long evolution in high-performance connectivity.
2026-06-08
digitimes.com
2026-06-08
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
2026-06-04
semiengineering.com
2026-06-04
Liz Allan
Time-sensitive networking and MACsec allow Auto Ethernet to handle safety-critical func...
2026-05-29
digitimes.com
2026-05-29
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.
2026-05-29
seekingalpha.com
2026-05-29
Seeking Alpha
__fail__
2026-05-28
beth-kindig.medium.com
2026-05-28
Beth Kindig – Medium
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
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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
2026-05-28
digitimes.com
2026-05-28
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
2026-05-21
www.sdxcentral.com
2026-05-21
SDxCentral
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2026-05-21
www.calcalistech.com
2026-05-21
CTech
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2026-05-15
www.sdxcentral.com
2026-05-15
SDxCentral
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2026-05-14
www.moomoo.com
2026-05-14
Moomoo
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2026-04-29
semiengineering.com
2026-04-29
Liz Allan
New in-vehicle networking technology will likely take over as more AI is added, but in ...