P&N Europe GmbH provides compact thermoelectric coolers for optical transceiver assemblies, helping stabilize laser ...

U.S.-China tensions and export controls remain a real risk, but they have also accelerated China’s push toward semiconductor ...

Credo Technology surges on AI data-center copper growth; optics ramp may reshape margins. Click here to read this latest ...

A diagram of hardware components within an NVIDIA photonics co-packaged optics switch system showing optical sub-assemblies and switch ASIC. Nvidia.com The AI infrastructure boom has created its next ...

AXTI's indium phosphide revenue topped half of sales in Q1 as AI data center demand surged and backlog crossed $100M. Can growth keep pace?

Lumentum stock has climbed 155% in 2026 amid growing demand for superfast optical communications in AI data centers.

POET Technologies Inc POET shares are trading lower Monday morning as traders keep assessing the company's AI data-center ...

JBL ramps AI server, liquid-cooling and silicon photonics production, backing it with a $500M U.S. expansion to meet data-center demand.

Applied Optoelectronics is well-positioned for hyperscaler demand but faces execution challenges and potential disruption from copacked optics.

POET Technologies Inc. ("POET" or the "Company") (NASDAQ: POET), the designer and developer of Photonic Integrated Circuits (PICs), light sources and optical ...

Marvell (MRVL) stock rises 6.5% as three analysts raise price targets. HSBC sets $300 target citing AI networking growth ...

MaxLinear Inc. (NASDAQ:MXL) is one of the best performing semiconductor stocks so far in 2026. On April 30, MaxLinear announced the availability of its Washington transimpedance amplifier/TIA, a ...