Semiconductor News & Analysis Feed

As GPU clusters grow larger and more power-hungry, traditional electrical interconnects are reaching their limits in terms of speed, heat dissipation, and energy efficiency. This has made photonics a critical enabler for AI infrastructure, with optical networking offering higher bandwidth, lower lat

In June 2026, Tower Semiconductor (TSEM) stock rose 9.1% following a multi-year supply agreement with IQE plc for Indium Phosphide epiwafers and a worldwide royalty-free patent license resolving an IP dispute. This deal strengthens Tower’s silicon photonics capabilities and brings significant revenu