Semiconductor News & Analysis Feed

Coherent has broken ground on an expanded manufacturing facility in Sherman, Texas, aimed at scaling its world’s first volume production 6-inch indium phosphide (InP) fab. This facility supplies critical lasers, optical components, and compound semiconductors that form the optical backbone of NVIDIA

Infineon, often seen as the unseen backbone of AI's power grid, has drawn attention from Goldman Sachs, which raised its price target to €88, signaling growing recognition of its role in AI infrastructure. Although its stock dipped 2.4% following cautious guidance from rival Broadcom, Infineon is sh