Semiconductor News & Analysis Feed

Qualcomm's 7% surge to $191 on Monday represents a meaningful narrative shift rather than a routine earnings reaction. The catalyst—a joint die-to-die optical interconnect demonstration with Lumentum and Corning, slated for an optical communications conference in Málaga—signals Qualcomm's strategic

As AI systems scale, optical technologies are becoming increasingly critical in their design. At Computex earlier this month, NVIDIA CEO Jensen Huang suggested that photonics could make Marvell the next trillion-dollar company. In anticipation of rising demand for optical interconnects driven by AI

Huawei's Tau Law series II reveals a significant transformation in China's semiconductor industry. This law redirects industry focus from traditional lithography competition toward advanced packaging, 3D stacking, optical interconnects, and system-level architecture design. This shift represents Chi